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Who Represents Who

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Carey Olsen is ‘a strong and well-respected private funds firm that has great experience in the market across a range of fund types’. The practice advises on a range of fund launches, working with both leading managers and onshore firms. Robert Milner and Daniel O’Connor advised SoftBank on its creation of the SoftBank Vision Fund, a technology fund with over $100bn of capital commitments, including $45bn from the Saudi government’s public investment fund. O’Connor and counsel Christopher Griffin advised Patron Capital Advisers on its fifth real estate fund, which raised €950m including co-investments. James Mulholland is ‘responsive and understands the need to be proactive with the Jersey regulators’; he ‘gives unfussy and practical advice’ to those forming novel and high-value funds. The firm also advises Perella Weinberg Partners, Morgan Stanley and Bluecrest Capital Management.

The best funds firm in Jersey’ to some, Mourant Ozannes is ‘particularly strong in client service, backed up by a wealth of experience and knowledge in the local regulatory regime’. Ben Robins (‘a fountain of knowledge who can solve the most complex problems with the minimum of fuss’ regularly handles nine-figure venture capital fund launches; he acted alongside Joel Hernandez for Zurmont Madison on the launch of ZM Opportunity Fund, a private equity fund using an expert fund structure which raised commitments of €100m. Mark Chambers also has experience of expert fund launches. Daniel Birtwistle is ‘pragmatic and commercial, with a can-do attitude and an ability to get good outcomes out of the regulator’ – his practice straddles private equity and hedge-style funds. Tim Morgan, who also leads nine-figure fund launches, is ‘excellent and solutions-driven’. In the unit trusts space, Hernandez (who is ‘great with client relationships, and always responsive – he brings the various parties together’) and the ‘practical and commercialFelicia de Laat, advised Standard Life and Aviva respectively on the latter’s sale of a £160m real estate unit trust to a Guernsey-regulated fund managed by the former. Other clients include CVC Capital Partners, Cheyne Capital and Ardian. Alistair Horn, who ‘combines command of the technical detail with commercial pragmatism’, made partner in February 2017, while Jacqueline Richomme stepped back from the partnership to a consultant position.

Bedell Cristin’s ‘excellent and pragmatic’ team is noted for its ‘business-oriented approach’ and particular strength in real estate funds. Bruce Scott advised GreenOak Real Estate Advisers on a secured lending private placement fund, which raised £200m, as well as advising it on a credit facility provided by Wells Fargo. Simon Hopwood advised 90 North Real Estate Partners on the creation of private funds for the purchase of American real estate, including the General Electric headquarters in Cincinnati; also involved in this deal was senior associate Richard Le Liard, who ‘provides timely responses and is available for clients’ concerns and questions, even on short notice’. Hopwood also advised GSA Group on the creation of a joint venture fund with GIC (Singapore’s sovereign wealth fund) to purchase £700m of student accommodation. Other work relates to buy-out private equity funds. The firm also acts for Grosvenor Fund Management and Tishman Speyer. Emily Haithwaite is now at Ogier.

Ogier is ‘very responsive, and provides practical advice’, ‘partnering with onshore counsel to provide a seamless service’ on a range of private equity fund launches. Niamh Lalor provides ‘a solid no-nonsense approach’ to a range of fund launches; she advised Medicxi on the establishment of Medicxi Growth I, which aims to raise €350m – the fund uses a structure with two general partners receiving advice from a UK company. She also advised Marwyn Asset Management on the launch of a closed-ended expert fund which aims to raise £500m and, with ‘super-efficient and helpful’ senior associate Alexandra O’Grady, advised M7 Real Estate on creating a €45m private placement fund to invest in real estate across Central and Eastern Europe. Richard Daggett ‘consistently performs and is always available to discuss queries’ – he advised Duke Street on the formation of Rose DS Investment, for the purpose of Duke Street V’s purchase of Medi-Globe. Matthew Shaxson handles buyout structures for well-known managers. The ‘responsive and flexibleSimon Schilder advises a number of limited partners. Other clients include Global Infrastructure Partners and Pemberton. Emily Haithwaite is a new recruit from Bedell Cristin.

Appleby’s ‘small but very knowledgeable team’ handles a range of fund launches, funds-of-funds, unit trust creations, fund finance facilities and placements on the London Stock Exchange. Andrew Weaver is ‘very easy to deal with – he is prepared to think widely about the features of a deal and challenge assumptions’. His recent work includes advising Tritax Management on the creation of an open-ended unit trust investing in property with initial subscriptions of £115m. James Gaudin advises a number of lenders on fund financing matters and assisted ANZ Bank with a $70m capital call facility extended to a fund managed by ICG. He also acted for Lloyds Bank on a €185m facility to ICG Europe Fund V. On the exchange-traded product front, Gaudin advised ETP Holdings on the sale of interests in ETF sponsor WisdomTree Europe.

Voisin Law has a particular strength in Shari’ah compliant funds. English solicitor Karen Anderson is advising Emirates NBD on its suite of Jersey funds, which include Shari’ah and conventional open-ended funds. Anderson and advocate Chris Le Quesne have been advising the Emirates Real Estate Fund on a domiciliation of the fund from Jersey to the Dubai International Financial Centre.

Walkers Jersey’s investment funds practice, which handles a range of fund launches, private investment structures and regulatory matters, is ‘responsive, proactive, easy to deal with and very knowledgeable’. Jonathan Heaney is ‘exceptional in his field and a first point of contact’; he acted alongside senior associate Sophie Reguengo (a new recruit from Mourant Ozannes) for Bank Saint Petersburg on the creation of a private fund seeking to raise up to $70m to invest in technology buyouts in Russia and beyond. In addition to handling work concerning real estate fund launches and sidecars to real estate funds, Nigel Weston advised Ibdar Bank on the offering of shares in a Jersey company to finance an investment in student accommodation through Apache Capital Partners. Senior counsel Guy Morris, who is experienced in JPUT transactions, is ‘professional, personable and a pleasure to work with’.

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Legal Developments in Jersey

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to
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Press Releases in Jersey

The latest news direct from law firms. If you would like to submit press releases for your firm, send an email request to