Funds Management

Our top ranked funds management team is experienced in establishing and advising clients across a range of asset and industry sectors. We have strong industry understanding, relationships and extensive experience in all classes of managed investment schemes.

We are regarded as opinion makers on new regulatory and market developments affecting the managed funds sectors, such as the new Financial Markets Conduct Act, which has replaced the Securities Act and other legislation, the Anti-Money Laundering and Countering Financing of Terrorism Act (AML/CFT Act), and the Financial Markets Authority’s (FMA) proposed guidance on disclosure.

Our team are experts at establishing and advising many types of retail collective investment schemes. We can help with KiwiSaver and other superannuation schemes, unit trusts (including PIE funds), group investment funds, corporate vehicles, limited partnerships, wrap accounts and discretionary investment management schemes, life products and other savings and investment products, such as debt securities. We also help retail funds with all relevant securities laws, including drafting and reviewing prospectuses (including renewals), investment statements, website and promotional material.

We help clients identify and solve cross-border issues, particularly the extension of Australian investment product offers into New Zealand, either under the trans-Tasman mutual recognition of securities offerings regime or exemption notices issued by the FMA.

"The team is a combination of evident experience, expertise and people who clients can work harmoniously with."

Who can help

How we help

  • Exchange Traded Funds
  • Hedge Funds
  • Offshore Funds
  • Private Equity and Venture Capital Funds Property and Infrastructure Funds
  • Regulated Mergers and Acquisitions
  • Regulatory and Governance
  • Retail Funds and Products
  • Structured Products
  • Wholesale Funds

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