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Russell McVeagh advises on a suite of investment products, including Kiwisaver, unit trusts, and superannuation, as well as international schemes. In addition, the firm advises on the establishment and structuring of funds for its clients. Dan Jones, with experience in managed and sovereign funds, heads the practice. David Weavers specialises in alternative credit transactions, while Sarah McQueen advises on funds management, regulation, and insurance.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘Dan Jones and Sarah McQueen are a great combination that balances the technical law with pragmatism.'
'The team has developed a name for itself through the financial services transactions that the team has been involved in.’
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Key clients
- National Australia Bank Limited
- AMP Wealth Management New Zealand Limited
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Work highlights
- Advised New Zealand Private Debt Management Limited (a subsidiary of Private Capital Group) on establishing one of New Zealand's first domestic private credit funds.
- Advised NAB on the transaction under which NAB and Jarden Wealth agreed to combine their New Zealand wealth advice and asset management businesses into a newly formed entity called FirstCape.
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