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Who Represents Who

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Carey Olsen is ‘approachable and professional without being stuffy’ and ‘able to draw on extensive knowledge to ensure comprehensive and pertinent advice as needed’. The firm advises a number of leading trust companies on a range of contentious work, including cross-border probate, as well as strategic work, often concerning family offices. Siobhan Riley, who now heads the practice, is ‘highly experienced and a consummate professional who can quickly identify the key aspects of a deal and supply robust and commercially aware advice’. Paul Matthams also advises on the creation of wealth structures holding nine-figure sums, while Andreas Kistler handles contentious and semi-contentious matters, including disputes concerning trustee appointments and representations of minor and unborn beneficiaries. Alexa Saunders (who is ‘top class, responsive, knowledgeable and professional at all times’) and Keith Dixon (who is ‘calm under pressure and able to deliver practical solutions in a timely manner’) made partner in July 2016. Will Burnell was promoted to senior associate at the start of 2017, he joined the firm in June 2016 from Harneys in the British Virgin Islands. Newly-promoted counsel Stephen Fitzgerald ‘has an outstanding level of service and commitment – he always goes the extra mile to ensure that work is turned around swiftly’.

Mourant Ozannes is a group of ‘very good people for contentious and non-contentious private client work’ that is ‘swiftly responsive, providing sophisticated and tailored advice, with great strength in depth in the team’. Edward Devenport, who heads the practice, is ‘a superb private client lawyer who finds swift and creative solutions to difficult and unusual problems’ – in addition to a range of work regarding private wealth structuring, he advised the trustees of the Abbey National Jersey Pension Scheme on buying an insurance policy to protect the scheme benefits. Jonathan Speck is ‘a recognised international star who provides the highest-quality strategic advice’; he is a name of note in the practice for trust litigation. In addition, Giles Corbinhas his finger on the pulse of Jersey trust law’. Fred Milner, who joined as counsel from Zedra Trust’s Geneva office, is ‘a highly experienced trust lawyer with great technical skills’. Other clients include First Island Trustees, First Names Group, EFG Private Bank and BNP Paribas.

Ogierclearly has a good depth and breadth to its team – it is extremely responsive and articulate in its advice’. The firm advises a range of settlors and trustees on multibillion-dollar structures. Key figures include Sally Edwards, who is ‘technically able with a very reassuring manner’; and Steve Meiklejohn, who has ‘exceptional knowledge and experience in the private client field – he cuts through the issues very quickly and has a no-nonsense approach’. Meiklejohn’s experience includes handling a range of high-level structuring matters. Edward Mackereth is ‘an excellent and safe pair of hands to turn to when trustees or family offices need court representation’. James Campbell is a new hire from Bedell Cristin. Away from the partner level, managing associate Josephine Howe is ‘a rising star; she is technically sound, hardworking and has excellent turnaround times’. Also recommended are senior associate Sevyn Kalsi, who is ‘highly regarded in the industry’; and newly-promoted counsel Katherine Neal, who is ‘a pleasure to work with, and explains complex legal matters simply and succinctly’.

Appleby’s ‘responsive and very approachable’ private client practice is headed by David Dorgan, who is ‘particularly timely in his delivery of advice, and has a keen technical and business acumen, ensuring advice is appropriate and efficient’. His work includes a range of wealth structuring matters, often involving international clients and sometimes involving non-traditional families. Fraser Robertson handles contentious aspects of trusts work. Trust company clients include Equiom Trust, Estera Trust and Kleinwort Hambros.

Bedell Cristinalways provides a professional and joined-up approach to client services’. Nancy Chien, who also speaks Mandarin, is ‘approachable and helpful – her knowledge of FATCA and CRS as applied to trustees is a credit to the firm’. She handles a range of matters concerning wealth management and trusts for Asian clients. Edward Bennett also handles significant mandates concerning wealth management, with Zillah Howard, who has ‘a very reassuring, calm and considered approach’, advising a number of Russian clients. At the senior associate level, Henry Wickham has sanctions expertise. James Campbell is now at Ogier.

Collas Crill is ‘proactive in finding solutions to issues and provideds clear advice’ across the private wealth management space, including semi-contentious court applications and family offices, as well as wills and estates. Practice head Kellyann Ozoufhas an admirable commitment to client service, acquires a deep knowledge of her clients’ affairs and is trusted by them, which is essential’. In the contentious space, Damian James, who handles court work for trustees, is ‘particularly good at strategising, considering options and advising accordingly’, and is recommended alongside ‘detailed and research-focused’ of counsel Dan Boxall. Trust company clients include RBC Trust Company, Trident Trust, Ocorian, First Names Group and Equiom, which Paul Wilson advised on a rationalisation following its acquisitions of Lloyds Trust Company and Vivat Trust & Corporate Services in 2015 and 2016, respectively.

A small, bespoke firm’, Dickinson Gleeson has ‘an excellent knowledge of the offshore trusts industry’, which it puts to use on a range of contentious and non-contentious trusts issues. Craig Swarttakes a commercial approach that points out risk factors and suggests courses of action to mitigate them’; he advises trust companies such as Schindlers, BKS Family Office and LGL Trustees on a range of non-contentious and contentious matters. The firm has a strong presence in the trusts litigation arena, with Swart representing Rawlinson & Hunter Trustees in a case involving its taking over of trusteeship of two trusts that had suffered enough losses to render them effectively insolvent. Litigators and name partners James Dickinson and James Gleeson handle significant trust litigation, often concerning novel cross-border issues.

Walkers Jerseyclearly has good knowledge of trusts, companies and foundations, and their uses’. Damian Evans handles work including the establishment of private trust companies, while Nigel Weston has expertise concerning family offices, Jersey foundations and trusts. In the contentious space, Paul Nicholls is representing five charitable trusts in Trilogy Management v YT Charitable Foundation International, a case concerning the contours of the Jersey Royal Court’s supervisory role over charitable trusts. Senior associate Robert Dobbyn joined from Ogier in early 2016; he is ‘a fantastic lawyer because he genuinely loves the area in which he practices – he is familiar with all the recent developments and takes great pride in his documents’.

Ward Yates is ‘one of the top performers in respect of responsiveness and accuracy – clients know they are going to get a quick and friendly service’. ‘A super, small practice that clients recommend highly’, it advises leading trust companies on various private client structures, and also handles some representation of minor and unborn beneficiaries. The ‘approachableVictoria Yateswill go above and beyond in order to reach an agreed deadline; nothing is too much trouble for her’. She advised a trust company on creating a £100m private trust company for a high-net-worth family from the CIS region and, with Corinne Barnes, advised a beneficiary on indemnities sought by a trust company.

Hatstone Lawyers is ‘strong in non-contentious trust work’. Senior associates Michael Shenkin (whose ‘practical, no-nonsense approach makes him a first choice for private client matters’) acts as outside general counsel to a family office, including advising it on the United Kingdom’s persons of significant control register, and a number of property transactions. Carl O’Shea also advises banks and family offices. Senior associate Carol-Ann Le Boutillier left for an in-house role.

Lexstone Lawyers’s Lucy Egerton-Vernon handles various non-contentious trusts matters. Highlights included advising a family office on a group restructuring, which involved creating a private trust company. Senior associate Agnieszka Bielanska, who speaks Russian, advises a number of clients from the CIS region.

Voisin provides ‘practical solutions combined with a good understanding of the relevant issues’ to a range of trust companies. Its expertise encompasses maintaining trust structures, as well as advice to individuals on estate planning and probate matters. Practice head Nigel Pearmain is ‘very approachable, open-minded and definitive with his advice, while never condescending’ – he handles a range of wealth structuring and trusts matters, some of which involve Islamic finance aspects. Clare Nicolle, who handles complex cross-border probate matters, is ‘responsive and friendly – she uses her initiative and expertise to ensure results for clients in difficult positions’.

Litigation boutique Baker & Partners handles various trust disputes. In addition to Stephen Baker continuing to represent BNP Paribas in the long-running Crociani v Crociani case, advocates Simon Thomas and James Sheedy are representing several beneficiaries in a trustees’ negligence case, involving the ejection of a Panamanian trustee which was banned from acting as a trustee by the local regulator.

Oben Law, which handles a range of primarily contentious trusts matters, is ‘made up of individuals who dovetail well’. David Wilson is ‘an experienced litigator held in high esteem by the Jersey courts’; he is advising the protector of a ten-figure trust on alleged tax evasion matters, and is advising corporate trustees on a dispute concerning the ownership of the property in a trust. Director Jamie Biddle ‘draws on substantial expertise in the trusts and financial services sector, which any client would be delighted to access’; he spent seven years as deputy director of enforcement at the Jersey Financial Services Commission.

Pinel Advocates is ‘very focused on client care and extremely responsive’. In addition to handling a range of work concerning charties, Andrew Pinel advises significant trust companies on new and existing wealth structures, as well as advising on various high-net-worth estate planning and probate matters. Probate associate Michele Laurent, who spent over a decade as Jersey’s probate registrar, is a new hire.

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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