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6 BRITANNIA PLACE, BATH STREET, ST HELIER, JE2 4SU, JERSEY
Tel:
Work 01534 883850
Fax:
Fax 01534 883851
Email:
Web:
www.wardyates.com

Victoria Yates

Tel:
Work 01534 883858
Email:
Ward Yates

Work Department

Corporate and commercial, private client and trusts and banking and finance.

Position

Victoria is a Jersey advocate and founder partner with over 15 years' offshore experience advising on corporate and trust structures, including the associated finance and security work. Her clients range from high profile listed funds to sovereign wealth funds and ultra high net worth individuals and families. She is regularly instructed by leading international law and accountancy firms to provide Jersey corporate, finance and trust law advice. In addition to her broad corporate and trust practice, Victoria has particular expertise in the use of Jersey structures for holding UK commercial and residential property having acted for several sovereign wealth funds, pension funds and private equity firms establishing or acquiring interests in UK real estate using Jersey entities.

Victoria was recommended by Legal 500 in 2015 in the categories of corporate and commercial, private client trust and tax and banking and finance, being described as an “exceptional practitioner”, "commercial, pragmatic and technically strong", “enthusiastic, accurate and thorough” and “always a pleasure to work with”. She was also described as going "above and beyond in order to reach an agreed deadline; nothing is too much trouble for her".

Significant deals include: advising AustralianSuper, a superannuation pension fund with more than AUS$85bn under management, on its acquisition of an indirect majority interest in the critically acclaimed 67 acre development project at King's Cross, in conjunction with Linklaters, KPMG and TIAA Henderson; advising on three London real estate acquisitions (including financing and subsequent re-financing) for one of India's largest property developers, aggregate value over 400m, in conjunction with Berwin Leighton Paisner; and advising an ultra high net worth client on the establishment of a significant trust and corporate structure to hold a diverse range of assets, in conjunction with Withers.

Career

Trained Crill Canavan (now Collas Crill); qualified 2001; associate Crill Canavan (now Collas Crill) 1998-2003; Ogier 2003-2013; partner 2013; partner Ward Yates 2014.

Member

Jersey Law Society; STEP and committee member of the Jersey Association of Trust Companies.

Education

Exeter University (1998 LLB First Class Law); 2001 Jersey Solicitor; 2005 Advocate of the Royal Court of Jersey.


Jersey

Banking and finance

Within: Banking and finance

The ‘deal doers’ and ‘problem solvers’ at Ward Yates combine ‘a high level of technical ability with a practical and commercial approach’ and, according to one client, ‘outdo their competitors when it comes to responsiveness and ability’. Recently, the team advised a lender in the context of a borrower having breached finance and security arrangements by restructuring without lender consent, and a large Asian property developer engaged the firm to advise on the Jersey law aspects of its entry into a syndicated loan note facility to fund the development of a property in the UK. Also notable is Elaine Kelly's work for a mortgage lender pertaining to the refinancing of various loans made by a global financial advisory group, and a number of acquisition financing transactions in the real estate sector. Kelly, who ‘is a joy to work with’, co-heads the banking offering with ‘knowledgeable, proactive and helpful’ founding partners Victoria Yates and Nick Ward.

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Corporate and commercial

Within: Corporate and commercial

Boutique firm Ward Yates is led by the ‘expert and wholly reliableNick Ward and the ‘personable, approachable and knowledgeableVictoria Yates – both of whom are ‘charming to work with’ – and is entirely focused on non-contentious corporate, trusts and finance work. The team, which ‘offers a personalised service’, is currently acting as Jersey counsel to a regulated investment business with regard to its sale to a licensed trust company; in another highlight, a Russian multi-industry holding company instructed the group to oversee the sale of one of the Jersey companies forming part of its wider telecoms group. Ward and Yates also led the advice to clients with regard to the establishment of a share-holding partnership, complex contractual negotiations and corporate governance issues related to potential insolvency and criminal investigations. Clients also recommend the ‘hardworking, efficient and excellentElaine Kelly.

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Private client, trusts and tax

Within: Leading individuals

Victoria Yates - Ward Yates

Within: Private client, trusts and tax

Ward Yates ‘provides a comprehensive and proactive service’. Victoria Yates has the ‘ability to explain complex legal matters in a straightforward manner’ and draws much praise from clients, who also recommend the ‘positive and enthusiasticElaine Kelly. A global private markets investment manager engaged the team to oversee the establishment of two Jersey unit trusts to invest in an Asian structure holding commercial property, and senior associate Corinne Barnes collaborated with Yates to guide a Russian private client through the setting up of a discretionary family trust. The ‘commercial and pragmaticNick Ward led the advice to a licensed trust company acting as the trustee of two discretionary trusts on its ability to fund a bonus scheme to reward certain key individuals in a business which it has agreed to sell in a staged process. Other work highlights include advising on the restructuring and winding-up of structures, reviewing trust documents and wills and probate issues, and assisting clients with corporate governance matters.

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