Investment funds

DLA Piper New Zealand

DLA Piper New Zealand advises clients across the spectrum of investment fund work, from transactional to regulatory. The firm is able to draw on its international presence and array of practice area specialisation to offer clients a comprehensive service. Alasdair McBeth, a seasoned advisor on funds management and superannuation, and Rachel Taylor, who advises on structuring and compliance, are the firm’s practice heads. Within the team, Tom Barnes assists clients with fund formation, regulatory compliance, and contract negotiation at a domestic and international level. Lola Stoodley is experienced with retail investment funds, wholesale schemes, workplace superannuation, and insurance products.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘DLA Piper has been deeply involved in the development and implementation of existing NZ financial market regulation. The background understanding and insights that they offer to their clients in this industry is invaluable.'
'They are are the standout experts in financial market legislation.’
‘Alastair McBeth and Tom Barnes are highly knowledgeable. Their accessibility and proactiveness remains exceptional and they are pivotal in resolving matters.’
‘Very professional and responsive.’
‘Large team with wide experience to cater to clients' needs.’
‘Experienced, knowledgeable, easy to get along with, understand clients' businesses.’
‘Team are New Zealand Managed Funds experts, understanding all aspects of the investment management industry including all the different operating models.'
‘The team is very knowledgeable and professional. You can have high confidence in their ability and knowledge to get the job done, from highly complex matters to the more every day ones.’

Key clients

Apex Group NZ Limited
Investment Services Group
Simplicity NZ Limited
Smartshares
Booster Financial Services Limited
Financial Services M&A
Public Trust
Trustees Executors Limited
KiwiSaver providers
FireSuper

Work highlights

Advised the New Zealand subsidiary of the Apex Group on all aspects of its funds hosting and distribution business, including advising on a major restructuring of funds and strategies within a KiwiSaver scheme.
Advising on M&A transactions involving financial services participants, as the sector continues to rationalise.
Advised Investment Services Group members on the establishment of new funds, including leading edge ESG themed funds, and hosted funds.

Lawyers

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