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DEPARTMENT PROFILE

Chapman Tripp

Financial Services

4 ranked lawyersBand 1New ZealandAsia-Pacific 2022 View ranking table

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

What the team is known for

Chapman Tripp houses a high-level financial services group that provides a comprehensive service to New Zealand's major banks and insurers from its base in Wellington. Market leaders in acting for fund managers on the establishment of managed investment schemes. Expert advisory practice for FMCA regulatory issues. The practice offers a broad array of expertise in the funds arena including KiwiSaver and superannuation schemes, and provides coordinated advice relating to fund restructuring and regulatory compliance. Develops tax-effective portfolio investment entities (PIEs), including cash and term PIE unit trusts and NSX-listed entities.

Strengths

The Chapman Tripp team is praised for its "excellent legal advice" by clients, with one noting: "They think commercially, offer practical solutions and work through issues in a pragmatic and collaborate way."

"I know that I can always rely on the advice I get and that it will be top quality and as persuasive as it can be," echoes another satisfied client.

Notable practitioners

Kara Daly routinely assists clients with mandates relating to insurance law and investment funds. She also offers advice on financial services regulatory and compliance issues.

Mike Woodbury is consistently recognised as the market's leading superannuation expert, and also advises on workplace savings and KiwiSaver scheme matters. One client considers him "top of the market" and "streets ahead of the rest," further remarking: "His experience really shone through; his service was broader than standard legal advice."

Penny Sheerin stands out for her mastery of fund management matters, including establishment and restructuring questions, as well as the full range of regulatory issues. "Penny has a sharp business and academic mind, and I know that I can rely on any opinion she gives me," according to a client.

Tim Williams is the leader of Chapman Tripp's financial services team and a pre-eminent lawyer in the market who provides transactional and compliance counsel to prominent national investment managers and financial institutions. A client enthuses: "He works to find solutions that work for the business, not just a legal given response or position."

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Ranked Lawyers

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

New Zealand

Financial Services


Kara Daly
Associates to watch
Mike Woodbury
Band 1
Penny Sheerin
Band 3
Tim Williams
Band 1