Firm Profile > Carey Olsen Bermuda Limited > , Bermuda

Carey Olsen Bermuda Limited
Rosebank Centre, 5th Floor
11 Bermudiana Road
Pembroke HM 08
Bermuda

Bermuda > Trusts/private client Tier 1

Proficient in both contentious and non-contentious trust and private client work, Carey Olsen Bermuda Limited’s team is, ‘at all times, extremely responsive and attentive to pressured deadlines’, and clients mark it out in the market as a ‘go-to trusts firm for trustees and beneficiaries alike’. Complementing the contentious trust expertise of practice head Keith Robinson  (‘one of the foremost offshore trust lawyers‘) are his capabilities on the non-contentious side; he routinely advises trustees, beneficiaries, settlors and protectors, offering advice that is ‘thoughtful and in consideration of all of the issues and possible pitfalls’. As current chair of the Bermuda branch of the Society of Trust and Estate Practitioners, counsel Ashley Fife excels in private and commercial trusts, as well as the regulatory issues affecting trustees, corporate service providers, trusts and underlying entities.

Practice head(s):

Testimonials

‘The team provides solid technical advice for practical application, with timely delivery, and are always willing to go the extra mile to support their clients needs.’

‘Excellent work from Keith Robinson and Ashley Fife.’

‘The private client team at Carey Olsen are, at all times, extremely responsive and attentive to pressured deadlines. During Covid restrictions, they were able to accurately provide guidance in terms of applications to Court for submissions and arrangements of hearing dates when the situation was not clear to everyone. They provide clear and concise advice for our Trust teams to make informed decisions.’

‘Keith Robinson is always our first point of contact in dealing with potential contentious trust issues. He is extremely responsive, with a full appreciation of the demands and pressures of the Private Client Trust industry. His advice is thoughtful and in consideration of all of the issues and possible pitfalls. He has brought together a fantastic team of Private Client lawyers with a clear focus on Diversity, Equity and Inclusion.’

Very approachable and no job too small. Keith Robinson is an excellent lawyer – always commercial and succinct – a pleasure to work with.’

The Bermuda office is still relatively new but has made a series of excellent hires.’

Keith Robinson is in my opinion by far the best trust litigator in Bermuda but also an excellent non-contentious lawyer. My go-to Bermuda trust lawyer if given a choice.’

Carey Olsen combines first-class legal expertise with a clear analysis of the difficulties facing trustees and beneficiaries in particular cases. Also Keith Robinson is one of the foremost offshore trust lawyers, combining deep academic knowledge of trusts law and a talent for successful strategic thinking. He makes Carey Olsen a go-to trusts firm for trustees and beneficiaries alike.’

Key clients

Bermuda Trust Company Limited

Grosvenor Trust Company Limited

Bermuda > Banking, finance and capital markets Tier 2

As ‘a well known offshore firm with a new, hungry and capable Bermudian team’, Carey Olsen Bermuda Limited’s banking, finance and capital markets team (which sits within the larger corporate group) is underpinned by considerable expertise in advising large insurance groups, funds, financial institutions and alternative capital lenders on transactions. Mary Ward and Gavin Woods share responsibility for leading the team, which places an emphasis on corporate and banking, finance, capital markets, debt restructuring, financial restructuring and structured finance matters. Steven Rees Davies joined from Appleby in August 2021, bolstering the group’s capital markets credentials in particular.

Practice head(s):

Testimonials

‘A well known offshore firm with a new, hungry and capable Bermudian team, Carey Olsen have shown their commerciality, responsiveness and expertise to provide a credible alternative to the two largest Bermudian firms.’

‘Gavin Woods is a very effective deal doer, able to judge and deliver on our needs every time.’

‘The team is technically excellent, commercially practicable, reliable and generally a pleasure to work with. Mary Ward is technically excellent, commercially practicable, reliable and generally a pleasure to work with.’

‘The team is extremely responsive and always willing to help. Sound practical advice is given – they possess both excellent legal knowledge and business common sense. Always looking for practical solutions.’

‘Mary Ward is particularly good – very switched on and super responsive. Also thinks creatively and works efficiently.’

‘Very responsive and able to produce quick turnarounds under tight time pressures.’

‘Great combination of financial services regulatory expertise with banking/capital markets experience.’

‘Gavin Woods – extremely knowledgeable, always responsive with practical, sound advice. Gets things done.’

Key clients

Avianca Holdings S.A.

National Australia Bank Limited

Mapeley STEPS Limited

Bermuda > Corporate and commercial Tier 2

Under the joint leadership of Mary Ward  and Gavin Woods , Carey Olsen Bermuda Limited’s team routinely handles international and local M&A transactions, corporate governance matters, private equity transactions, corporate restructurings, and specialist shareholder issues and company migrations. Demonstrating ‘a very strong commercial awareness‘, the department (which possesses a ‘great understanding of the insurance sector and its regulation in Bermuda‘) also specialises in non-transactional regulatory matters, particularly in relation to the licensing and regulatory requirements of commercial insurers and the proposed establishment of new business structures. Senior associate Michelle Falcucci provides substantial support to the key partners on major transactions. In recent news, Steven Rees Davies  arrived from Appleby in August 2021, bolstering the group’s credentials in the fintech and digital asset sectors in particular.

Practice head(s):

Testimonials

The Carey Olsen corporate and commercial team is a pleasure to work with. In my experience they possess a very strong commercial awareness and consistently exercise the appropriate levels of initiative and discretion in the provision of services. From my perspective, this team provides much-valued support on large transactions and is consistently organised and very reliable in terms of providing competent and prompt service delivery.’

The individuals I have worked with offer first-class client care and are ultra-responsive and easy to work with.’

I was very impressed with the degree and depth of knowledge by the individuals at the firm. All delivered in a very user-friendly manner.’

Gavin Woods possesses a high degree of professionalism, knowledge, and diligence on all matters big or small. Very impressed with the deliverables.’

Very responsive team with quick turnaround times. A safe pair of hands!

Mary Ward is particularly good – very switched on and super responsive. Also thinks creatively and works efficiently.’

They have a great understanding of the insurance sector and its regulation in Bermuda, including insight into how the regulator thinks, and are able to combine that with commercially-minded, pragmatic corporate and commercial advice.’

Mary Ward is excellent – she has deep sector knowledge and experience, is very responsive and delivers pragmatic, commercial advice in a form that is very user-friendly.’

Key clients

LSE Group plc

CME Group

Chard Re Investment Management Ltd

Avianca Holdings S.A.

Ark Insurance

Arch Capital Group

Third Point Re

FGL Holdings

Alpha Growth plc

BF & M Limited

Meritus Trust Company Limited

Bermuda > Dispute resolution Tier 2

Benefitting from an increase in instructions from Hong Kong in particular, Carey Olsen Bermuda Limited represents an assortment of ultra-high-net-worth individuals and multinationals in complex offshore litigation. With an ‘excellent grasp of Bermuda law and regulation’, insurance and reinsurance expert Michael Hanson , who primarily assists clients in crisis management issues, corporate cases, executive disputes and employment and regulatory investigations, leads the team alongside Keith Robinson , who is a ‘stand-out court litigator in Bermuda’ and is particularly skilled at handling high-value trust litigation and insolvency issues. Providing key support are Kyle Masters  and Jay Webster , who were both recently promoted to counsel, as well as counsel Henry Tucker, who is located in the firm’s Hong Kong hub.

Practice head(s):

Testimonials

‘Keith Robinson is always my number 1 choice for a Bermuda lawyer.’

‘Keith Robinson is technical and brilliant, the unique combination of being able to translate complex legal points to clients while also being the stand-out court litigator in Bermuda, persuasive, articulate and deeply knowledgeable.’

Michael Hanson has such an excellent grasp of Bermuda law and regulation, but he is able to place his advice in context, immediately understanding my objectives to deliver the advice that seemed so logical but nobody else thought of.

Kyle Masters is clearly the next big thing; he is super responsive with an excellent breadth of knowledge.’

‘The most commercial, logical and responsive advice from any law firm in Bermuda, hands down. They lack the arrogance associated with so many lawyers, they seem to enjoy their jobs, enjoy their clients and as a result can provide connected practical advice.’

Jay Webster is a trusted resource who knows the ins and out of everything employment/labour-related.’

They go above and beyond to understand their clients’ businesses, enabling them to offer sound and commercial advice. The individuals I have worked with offer first-class client care and are ultra-responsive and easy to work with.’

Clarity of thought, clarity of purpose and excellent team of lawyers led by Keith Robinson, who combines advocacy and analytical skills, make Carey Olsen a go-to team for clients.’

Key clients

Annuity & Life Re Ltd and Pope Asset Management LLP

Arch Reinsurance

Argo Group

Bank of N.T. Butterfield and Son Ltd

BCT Limited

BF&M

Convex Insurance

The Hamilton Medical Centre Limited

Fidelity National Title Insurance Company Limited

Horseshoe Insurance Services Holding Ltd

Liberty Group Limited

Mexico Infrastructure Finance LLC

Sinopoly Strategic Investment Limited

Sino Power Resources Inc

Bermuda > Insurance/reinsurance Tier 2

Fielding ‘experts in Bermuda corporate and regulatory law’, Carey Olsen Bermuda Limited advises a variety of insurers, intermediaries, risk managers and owners on a multitude of issues arising from the Bermuda insurance industry. In particular, it stands out for its involvement in high-profile transactions concerning new insurance companies, M&A activity, debt restructurings and licensing and regulatory requirements of commercial insurers, which are all among the key areas of focus for Mary Ward , whose ‘breadth of knowledge and experience within the Bermuda marketplace is exceptional’. Also leading the department is the ‘easy to work with, practical, savvy and brightGavin Woods , who also has a track record in alternative risk financings and derivatives transactions. Senior associate Michelle Falcucci  provides crucial support to the main partners.

Practice head(s):

Other key lawyers:

Testimonials

A hands-on, consistent, and practical approach to corporate and regulatory matters.’

Mary Ward’s breadth of knowledge and experience within the Bermuda marketplace is exceptional.’

A great firm, responsive and deep knowledge in insurance/reinsurance.

Gavin Woods is a rare find of a corporate lawyer: easy to work with, practical, savvy and bright.’

Knowledgeable and very responsive, experts in Bermuda corporate and regulatory law.’

Mary Ward and the team are experts in Bermuda corporate and regulatory law, and have strong relationships with the relevant regulators.’

Mary Ward is a very calm and capable lawyer. She and her team are responsive and provide good value for money. She is very knowledgeable.’

Key clients

Ark Insurance Holdings Ltd

Arch Capital Group Ltd

Third Point Reinsurance Ltd

FGL Holdings

Chard Re Investment Management Ltd

Alpha Growth PLC

Cedar Hamilton Limited / Nuclear Electric Insurance Company

OneGlobal Broking Bermuda Ltd

W. R. Berkeley Corporation

Bermuda > Regulatory and compliance Tier 2

The multidisciplinary team at Carey Olsen Bermuda Limited advises clients on the full gamut of contentious and non-contentious regulatory and compliance issues. Notably, it assists clients with the implementation of the Foreign Account Tax Compliance Act (FATCA), the Alternative Investment Fund Managers Directive (AIFMD) and the local economic substance regimes, as well as guiding banking institutions and fiduciary companies through the anti-money laundering regimes. Managing partner Michael Hanson  has extensive experience in reputational risk matters and sensitive regulatory investigations, while counsel Kyle Masters  (whose ‘prior experience with regulators is key’) frequently advises clients on their interactions with statutory bodies and regulators, including in relation to licensing applications and appeals. Additional names to note are Mary Ward , Gavin Woods , senior counsel Michael Frith  and counsel Ashley Fife , who specialises in regulatory issues affecting trustees.

Testimonials

‘Bermuda regulations are constantly changing and it’s hard to keep up. Carey Olsen help me stay up to date on what is going on. They also give me the context for changes so I can understand what practically matters and what doesn’t. Its good to know they have the best relationships with all the regulators should I get in a pickle.’

‘Kyle Masters’ prior experience with regulators is key – it provides me with the assurance that we are approaching things correctly (often regulators say one thing and want another). He is clearly respected by the regulators and is, therefore, the person I want on my side.’

I have received regulatory/compliance advice from a range of other associates and partners and it is always consistently strong and accurate advice.’

They go above and beyond to understand their clients’ businesses, enabling them to offer sound and commercial advice.’

The individuals I have worked with offer first-class client care and are ultra-responsive and easy to work with.’

The team has a focused and in-depth understanding of this area of expertise. They also have a problem-solving and innovative approach to problems faced by clients which is very successful.’

Key clients

Bermuda Registrar of Companies

Ascendant Group (now known as Liberty Group)

Bermuda Commercial Bank Limited

The Hamilton Medical Centre Limited

Arch Capital Group Limited

Cedar Hamilton / Nuclear Electric insurance Company

Meritus Trust Company Limited

The firm

With a heritage that dates back to 1898, Carey Olsen is one of the most established and distinguished offshore law firms, advising on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law across a global network of nine international offices.

Carey Olsen Bermuda was established in 2017 by managing partner and highly-regarded Bermudian attorney Michael Hanson. The team has a deep local knowledge of Bermuda law and regulation coupled with a global perspective, and has quickly established itself as a leading player in the Bermuda legal market.

Carey Olsen Bermuda Limited’s lawyers work alongside major international law firms and their clients include a number of the largest Bermuda-based global insurance and reinsurance businesses and insurance intermediaries, as well as other global financial institutions with offices in the jurisdiction such as banks, trust companies, accountancy firms and hedge funds.

Carey Olsen is a leading offshore law firm advising financial institutions, corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law from a network of nine international offices.

Carey Olsen Bermuda Limited is a company limited by shares incorporated in Bermuda and approved and recognised under the Bermuda Bar (Professional Companies) Rules 2009. The use of the title “Partner” is merely to denote seniority. Services are provided on the basis of our current terms of business.

Department Name Email Telephone
Corporate Michael Hanson michael.hanson@careyolsen.com
Corporate Mary Ward mary.ward@careyolsen.com
Corporate Gavin Woods gavin.woods@careyolsen.com
Dispute resolution and litigation Michael Hanson michael.hanson@careyolsen.com
Dispute resolution and litigation Keith Robinson keith.robinson@careyolsen.com
Employment Michael Hanson michael.hanson@careyolsen.com
Regulatory Michael Hanson michael.hanson@careyolsen.com
Regulatory Keith Robinson keith.robinson@careyolsen.com
Restructuring and insolvency Keith Robinson keith.robinson@careyolsen.com
Trusts and private wealth Keith Robinson keith.robinson@careyolsen.com
Insurance Mary Ward mary.ward@careyolsen.com
Insurance Gavin Woods gavin.woods@careyolsen.com
Corporate Steven Rees Davies steven.reesdavies@careyolsen.com
Banking and Finance Steven Rees Davies steven.reesdavies@careyolsen.com
Investment Funds Steven Rees Davies steven.reesdavies@careyolsen.com
Taxation and Economic Finance Steven Rees Davies steven.reesdavies@careyolsen.co
Photo Name Position Profile
 Stephanie Bernard  photo Stephanie Bernard Stephanie Bernard TEP is counsel in the trusts and private wealth team…
 Adam Collieson  photo Adam Collieson Adam Collieson is head of the property department in Bermuda. Adam’s core…
 Lucy Cook  photo Lucy Cook Lucy is Legal Counsel and Corporate Manager within Carey Olsen’s corporate services…
 Honor Desmond-Tetlow  photo Honor Desmond-Tetlow Honor is a senior consultant in Carey Olsen’s Dispute Resolution and Litigation…
 Emma Duffy  photo Emma Duffy Emma is a senior associate in the Litigation and Dispute Resolution team…
 Michelle Falcucci  photo Michelle Falcucci Michelle is an associate at Carey Olsen Bermuda and advises on all…
 Ashley Fife  photo Ashley Fife Ashley is counsel in the trusts and private wealth team of Carey…
 Alexandra Fox  photo Alexandra Fox Associate Alexandra advises on all aspects of Bermuda corporate and commercial law,…
 Michael Frith  photo Michael Frith Michael Frith is Senior Counsel at Carey Olsen Bermuda, and Managing Director…
 Michael Hanson  photo Michael Hanson Michael Hanson is the managing partner of Carey Olsen Bermuda. His core…
 Kyle Masters  photo Kyle Masters Kyle is a senior associate with extensive experience in regulatory and compliance…
 Cheri Minors  photo Cheri Minors Cheri Minors is a senior associate in the Trust and Private Wealth…
 Steven Rees Davies  photo Steven Rees Davies Steven’s practice covers a broad spectrum of corporate and commercial law with…
 Keith Robinson  photo Keith Robinson Keith Robinson is a partner in the dispute resolution and trusts and…
 Keivon Simons  photo Keivon Simons Keivon is an associate in the dispute resoluton practice of Carey Olsen…
 Kent Smith  photo Kent Smith Kent is counsel in the corporate team based in Bermuda. A specialist…
 Sam Stevens  photo Sam Stevens Sam specialises in the resolution of complex corporate and commercial disputes, frequently…
 Marcus Symonds  photo Marcus Symonds Marcus is an associate with Carey Olsen Bermuda, working across the corporate, dispute…
 Henry Tucker  photo Henry Tucker Henry is counsel in Carey Olsen’s dispute resolution team and regularly represents…
 Oliver Wade  photo Oliver Wade Oliver is a senior associate in the Litigation and Dispute Resolution team…
 Mary Ward  photo Mary Ward Mary is a partner in Carey Olsen’s corporate team and advises on all…
 Jay Webster  photo Jay Webster Jay Webster is a senior associate in the dispute resolution team at…
 Gavin Woods  photo Gavin Woods Gavin is a partner in the Bermuda office and advises on all…