DLA Piper New Zealand's team of financial services lawyers leverages its wider international network to deliver seamless cross-border advice. Tom Barnes co-leads the team, bringing over 14 years’ experience in funds management, and regulatory compliance. Fellow co-lead Rachel Taylor continues to advise an enviable list of public companies, insurers, trustees, Crown entities, and corporates on fund structuring. The team is supported by Alasdair McBeth, an expert in fund regulation, strategic fund structuring, and fiduciary governance.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘Everyone on the team we deal with is highly capable.'
‘Both Tom and Boston, our main points of contact, are excellent communicators, thorough and highly responsive.’
‘Excellent team with strong knowledge of investment funds/products and of the regularity environment in New Zealand. Gives clients confidence in their capability to give timely advice.'
- 'Advice provided is tailored appropriately for clients' knowledge level.'
‘Alasdair McBeth is a leader in the field - proactive and engaged - expert in relation to governance. Tom Barnes - good overall market knowledge and understanding of regulatory environment. Emma Moran - great with general advice and also dealing with/assisting in resolving complex issues and disputes.’
‘Solid understanding of the financial services regulatory framework in New Zealand. ’
Key clients
- Harbour Asset Management Limited
- Booster Financial Services Limited
- Apex Group NZ Limited
- Workplace savings schemes
- Futu Securities International
- Smartshares Limited
- Kōura Wealth Limited
- Clarity Funds Management Limited
- Simplicity NZ Limited
- Trustees Executors Limited
Work highlights
Redrafting key terms and conditions for Booster Financial Services to govern the use of its Savvy scheme’s physical payment system.'
Advising Harbour Asset Management on its private credit fund.
Advising Apex Group NZ Limited on the establishment of wholesale and retail investment schemes.
Lawyers
Hall of Fame
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Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Practice head
Rachel Taylor; Tom Barnes
Other key lawyers
Alasdair McBeth