Financial Services - New Zealand
What the team is known for
Bell Gully has a full-service financial services offering which is well regarded for its advisory funds work. The team supports fund issuers and managers with transactional and regulatory issues, particularly in relation to managed investment schemes. The firm has a solid practice for investment funds in the property and private equity sectors, with further experience assisting with the superannuation schemes. Key clients include ANZ Bank, AMP and Guardians of New Zealand Superannuation.
Strengths
"The financial services team at Bell Gully contains high-calibre legal advisers who are attentive, highly skilled and produce good client outcomes."
"They have a very fast turnaround, enabling client expectations to be met or exceeded."
Work highlights
Bell Gully advised New Zealand Guardian Trust in its role as supervisor of managed investment schemes, including providing regulatory advice relating to FMCA and other areas.
Notable practitioners
Katie Dow frequently advises trusts, investment services organisations and superannuation funds in relation to corporate transactions involving the financial services industry. "Katie has provided high-quality advice to us and has always made herself available to discuss aspects in greater detail." "Katie is a very technically strong lawyer and a trusted legal adviser."
