Carey Olsen > St Helier, Jersey > Firm Profile

Carey Olsen
47 ESPLANADE
ST HELIER
JE1 0BD
Jersey

Jersey > Banking and finance Tier 1

Carey Olsen advises clients on an extensive range of matters, including fund, real estate and acquisition financing, in addition to providing assistance with restructuring matters and issues concerning distressed assets. Practice head Robin Smith has experience acting for both borrowers and lenders, whom he advises on financing, refinancing and restructuring, with particular expertise in supporting investment funds. Kate Andrews frequently works alongside major London and New York law firms, advising on fund and acquisition finance matters and debt restructuring. Peter German is noted for his work for financial institutions and sovereign wealth finds, assisting with the financing of real estate deals and REIT matters, restructuring and debt listings, and regulatory questions. Fiona Dalton typically advises corporate borrowers, including Jersey property unit trusts, on the lending, borrowing and security aspects of real estate transactions.

Practice head(s):

Robin Smith

Other key lawyers:

Testimonials

‘Peter German gave open, honest advice, understood the issues arising very quickly. Peter is also open to new ideas and is very responsive.’

‘Great team, knowledgeable, responsive and just always super helpful.’

‘The CO Jersey team provides exceptional service, they are technically extremely strong, very responsive and always understand the wider commercial context.’

‘The team make a real effort to be ahead of the curve in terms of new developments in those practice areas and are very proactive in ensuring they are au fait with the latest market positions and discussion points.’

‘Robin Smith is a pleasure to collaborate with, he is a strong technical lawyer but his delivery is commercially-minded, pragmatic and thoughtful. Robin has a very well deserved leading profile across the market as a ‘go-to’ Jersey finance partner but, in particular, he is extremely supportive and collaborative across our team to maintain strong working relationships and has worked alongside us on many joint client and BD initiatives off transaction.’

Key clients

Cale Street Partners

Royal Bank of Scotland International

Nordea Bank

States of Jersey

Ports of Jersey

Santander UK

Sun Ventures

Travelport Group

Hollyport Capital

Work highlights

  • Advised the ad hoc group of noteholders on the transfer of ownership of the Metrocentre Group from Intu Properties to a newly established ownership structure.
  • Advised Singaporean multi-asset investment firm Sun Venture on the purchase of 120 Moorgate from WeWork Capital Advisors for £148m.
  • Advised Starz Real Estate on the Jersey law aspects of a loan to manager PineBridge Benson Elliot for the refinancing and part redevelopment of Guildford Business Park.

Jersey > Capital markets Tier 1

Carey Olsen‘s capital markets practice advises on the gamut of relevant transactions; this includes banking, securities and bonds on the debt side, while on the equity front, the firm frequently assists clients with redomiciliations and listings on the LSE. Practice head Simon Marks specialises in the debt capital markets space, with a focus on high yield bonds, securitisation and structured finance transactions. Kate Andrews regularly advises on acquisition and fund financing. Guy Coltman is noted for his experience handling IPOs and M&A deals, while counsel Matthew Ecobichon is noted for his work on high yield bonds issuances and securitisations. Senior associate Ashley Morrison advises on securitisation and structured finance transactions.

Practice head(s):

Simon Marks

Testimonials

‘Carey Olsen is the go-to for variable funding note listings and legacy Jersey vehicles, in each case for securitisation transactions. They have a long history of being a market leader in this space. Very commercial, easy to deal with and know their stuff.’

‘Simon Marks is fantastic. Really great lawyer – knows what is needed and delivers on the commercial expectations with ease.’

‘The Carey Olsen Jersey capital markets team is different from its competitors because they are more creative in transaction structuring and speak in the language of New York and London lawyers. They are also commercial in the best possible way – working as hard or harder than anyone else, but with the judgment to raise only issues that truly matter and will affect the deal or create material risk.’

‘Kate Andrews is the person you want in the room when you want to know exactly how things can fall apart, and how to play out the game theory and range of alternatives available to all the critical players in a deal.’

Key clients

Avacta Group

Permira Group

States of Jersey

Wentworth Resources

Work highlights

  • Advised Avacta Group on the private placement of £55m senior unsecured convertible bonds due 2027, issued by Addition Finance (Jersey), a wholly owned subsidiary of Avacta incorporated in Jersey.
  • Advised the States of Jersey on its issuance of £500m 2.875% bonds due 2052.
  • Advised Permira funds on the take-private of Nasdaq-listed Mimecast, valued at $5.8bn and effected by way of a Jersey law-governed court sanctioned scheme of arrangement.

Jersey > Commercial property Tier 1

Carey Olsen supports clients engaged in a variety of commercial property matters, advising on the development, acquisition and disposal of major projects in Jersey and also providing assistance with existing property portfolios, including lease agreements with new and existing lessees. Property transactions expert Chris Philpott leads the practice, advising on sales and lettings in addition to real estate financing. Newly promoted partner Will Whitehead is both a transactional and regulatory property specialist, advising on commercial property deals and advising developers on the regulatory aspects of infrastructure and other projects. Lyndsay Houlette is noted for her work in regard to mixed-use and infrastructure developments.

Practice head(s):

Chris Philpott

Other key lawyers:

Alex Ohlsson; John Kelleher; Will Whitehead; Lyndsay Houlette

Testimonials

‘The team are very knowledgeable and responsive, meeting any deadline given to them. At the same time their fees are reasonable and within the agreed parameters.’

‘Working with Chris Philpott and Will Whitehead is always a pleasure, such a smooth process with updates provided at all stages. They are both very knowledgeable individuals.’

‘The approachability of the staff and especially the partner and their ability to articulate complex legal technicalities into easily understood layman’s terms is impressive. They also demonstrate a keen desire to understand your needs and offer solutions to issues.’

‘Chris Philpott is extremely accommodating and approachable and together with his wider team they make us feel important and in safe hands. You can pick up the phone to Chris, drop him a message or send an email and you always know he will respond at his earliest opportunity, no matter how busy he is. Chris and his team provide an exceptional service and have the ability to put you at ease.’

‘The strength and depth of the Carey Olsen commercial property team allowed for three property lease transactions to be agreed and passed through court seamlessly, within the required time frames. Due to the variety and complexity of parties involved this could have ended up being a long, drawn out process, but at no point did the team relent in obtaining third party agreement/consent to achieve a successful outcome for us. At all points during the negotiations we were kept up-to-date with progress and anticipated fees.’

‘It was very clear from the outset how well knitted the Carey Olsen commercial property team are, with Chris Philpott leading the team. Will Whitehead was our main point of contact throughout, and both Chris and Will worked in tandem.’

‘Market knowledge, experience and speed of response.’

‘Chris Philpott and Will Whitehead are in the premier league of commercial property lawyers in Jersey.’

Key clients

Ports of Jersey Limited

Jersey Electricity plc

The States of Jersey Development Company Limited

Langham Hall Fund Management (Jersey) Limited

LV Care Group

MDB Holdings Limited

Sealyham Investments Limited

C5 Alliance Group Limited

Jersey Cricket

Sandpiper CI Limited

Symmetry

Abrdn

Brelade Bay Limited

Autonomy Capital

Cofra Jersey Limited

MND Construction

Work highlights

  • Advised Ports of Jersey on the management and restructuring of its property portfolio.
  • Advising Jersey Electricity on its current and future solar array projects, including Moulin à Vent, Sorel, Parish of St Helier airspace lease, Ronez airspace lease and Albert Bartlett airspace lease.
  • Advised the States of Jersey Development Company on its residential redevelopments at the flagship mixed-use Horizon project.

Jersey > Corporate and commercial Tier 1

Carey Olsen‘s ‘knowledgeable, helpful and responsive’ team advises clients on the full suite of corporate matters, including cross-border public and private M&A, private equity transactions, IPOs and restructuring measures. On the contentious front, the firm acts for clients in governance, compliance and shareholder disputes. Guy Coltman leads the team, advising on a wide range of corporate transactions, including schemes of arrangement. Alex Ohlsson is renowned for his corporate and financing advice, while James Willmott focuses on M&A, IPOs and private equity transactions. David Taylor handles M&A, equity capital markets issues and restructuring matters as part of his wide-ranging practice. Senior associate Katherine Tresca is noted for her M&A, private equity and joint ventures practice.

Practice head(s):

Guy Coltman

Testimonials

‘The team took the time to understand the company so that their advice was tailored to our needs. They were very responsive to requests, particularly to accommodate urgent deadlines; made themselves available for meetings and had a pragmatic and thoughtful approach.’

‘James Willmott made efforts to attend our London office while visiting other clients. We discussed some challenges which may result following a planned restructuring. He provided his thoughts on potential solutions and followed up with an email.’

‘Excellent team – very knowledgeable about local regulatory law and practice and extremely responsive. Easily the best corporate team in Jersey. A pleasure to deal with.’

‘James Willmott was very knowledgeable and responsive.’

‘The team was very knowledgeable, helpful and responsive. They reviewed all documents thoroughly, and caught errors before submission, and queried things as required. The team juggled the workload well to ensure progress at all times.’

‘The team was easy to get along with, always pleasant and professional.’

Key clients

All Islands Media

Islands Insurance Group

Morning Star

Nedbank Private Wealth

Permira group

Roundshield Partners (LV Care Group)

Sanne Group

Wentworth Resources

Work highlights

  • Advised Sanne Group, a provider of alternative asset and corporate services, on its acquisition by Apex Group, a global financial services provider, for £1.5bn.
  • Instructed as lead counsel to LV Care Group and the company’s private equity investor, RoundShield, on its sale to Emera Group and Aedifica.
  • Advised the purchaser of Channel Islands newspapers, the Jersey Evening Post and Bailiwick Express, on a merger of those businesses, unifying them within a single group.

Dispute resolution Tier 1

‘Willing to go the extra mile’, Carey Olsen acts for clients based in Jersey and abroad on trust disputes, insolvency proceedings, contentious regulatory issues and cases concerning directors' duties, with a growing shareholder disputes practice. Practice head Marcus Pallot assists financial services clients engaged in complex regulatory issues and insolvency matters. Veteran litigator John Kelleher maintains a broad practice, covering public law and judicial reviews, in addition to trusts, contract and property disputes. Andreas Kistler acts for plaintiffs and defendants in cases concerning fraud, professional negligence and breach of trust, while William Grace handles white-collar crime instructions, regulatory proceedings and asset tracing.  Louise Woolrich, who was made partner in July 2022, handles trusts and funds disputes. Senior associate Pierre Ali-Noor joined the practice from Dickinson Gleeson in October 2022, bringing strong private wealth and trusts expertise to the team.

Practice head(s):

Marcus Pallot

Testimonials

‘Marcus Pallot is very hands-on and makes an extra effort to be personally available to deal with queries. Marcus is extremely well-connected and has impressive knowledge. He is also very practical and delivers well thought through, workable and commercial solutions to legal and regulatory challenges.’

‘John Kelleher is probably the leading litigation lawyer in Jersey, his knowledge and advice is always very considered and guides important and difficult decisions that need to be made at board level. John is also one of the hardest working lawyers that I have come across and is always available.’

‘John Kelleher is outstanding. A great team leader. He gives clear, commercial advice and is a great advocate.’

‘The team I work with is excellent and always willing to go the extra mile. They are very professional and very well versed in their specialist area of law. The partners as well as associates are always available and ready to deal with anything you ask them to do even at very short notice. Their billing is always transparent and clear. They provide an excellent service that is professional but comes with a personal touch.’

‘I primarily work with John Kelleher and Andreas Kistler. Both of them are very professional and provide an excellent service with a personal touch. They are ready to deal with anything and will always return calls promptly and reply to written communications in a very timely manner.’

‘They are highly responsive, technically excellent and truly collaborate with us – they work as an extension of our team to deliver our clients’ objectives.’

‘Andreas Kistler is a talented advocate with a cool, calm manner in the most high pressure situations. He navigates complex problems with ease and is a pleasure to work with.’

‘Very experienced team, with excellent knowledge of their field but most importantly the market.’

Key clients

Sanne Holdings Limited and Sanne Fiduciary Services Limited

Leslie Crapp (former managing director of Coopers & Lybrand, Jersey)

Anthony Dumas

Dresser-Rand BV

Alvarez & Marsal Europe LLP (the joint liquidators of NMC Health (Jersey) Limited)

Former directors of Alpen Partners Limited (Rohit Walia, GraemeRoss and Craig Stewart)

Hard Rock Group of Companies

Vidya A.G.

Philippe Mattas

Jersey private trust company, G Limited, and its associated private wealth structure

Work highlights

  • Represented two Sanne Group entities and two of its former senior executives in two claims brought by former shareholders of its holding company.
  • Acted for Anthony Dumas, a South African individual, and Grocery Market Research, as defendants, in a breach of confidence damages claim in the Royal Court of Jersey.
  • Represented Dresser-Rand, a subsidiary of the Siemens Group, in enforcing an arbitration award for over $43m against a Saudi joint venture partner.

Dispute resolution > Regulatory and white-collar crime Tier 1

The regulatory and white-collar crime team at Carey Olsen represents clients across a broad spectrum of civil and criminal matters, ranging from AML reporting obligations and investigations, to sanctions, compliance, asset recovery and MLAT cases. The practice also assists clients with the regulatory aspects of their daily operations, including in niche sectors such as the cannabis industry. Leading the team is Marcus Pallot, who represents clients in proceedings brought by the JFSC and has particular expertise in the e-gaming sector. William Grace has extensive experience in AML and corruption matters, sanctions and reporting duties. Huw Thomas , whose practice revolves around employment issues in the financial services industry, was made partner in January 2023. Counsel Oliver Lindop focuses on financial regulations and regulated industries.

Practice head(s):

Marcus Pallot

Other key lawyers:

Testimonials

‘The team has an intrinsic knowledge of the regulatory framework. By understanding the spirit with which it operates, they are able to help clients navigate the complexities thereof.’

‘William Grace is widely recognised as the expert in this field. He is able to blend the regulatory and commercial angles to provide clear advice, helping his clients to move forwards in a compliant and sound way.’

‘The team includes the most experienced practitioners in this space in Jersey. Their breadth of experience both in and out of the courts together with their broad client base allows for strong parallels to be drawn to practical application of legislation to our own situation. They draw on experts across their service areas to provide a holistic response that is based on strong technical analysis across multiple disciplines.’

‘William Grace is a renowned technical expert in his field. He has the ability to address boards, technical compliance professionals and more junior staff members in a way that conveys appropriate understanding of the issues at hand. He offers pragmatic advice that steers the recipient towards the best case scenario of action to take, whilst giving an understanding of all of the options available.’

‘Oliver Lindop has a strong ability to discuss technical matters whilst ensuring that other relevant aspects for consideration are also covered. Oliver is great at highlighting the key points to an issue, allowing us the option of exploring those most relevant to our need for advice or making a quick decision that then negates the need for detailed advice on particular topics, which of course helps in being cost-effective for his clients too.’

‘Great expertise and client base. Available with excellent market practice.’

‘The team offers excellent insights into regulatory and white-collar crime practices. They have a clear understanding of our business and the areas to focus on, and work in a very collaborative manner.’

‘William Grace is exceptional at reading a position, interpreting what is required and removing noise from a situation.’

Key clients

UK government

Accuro

Alter Domus

Aztec

Brooks Macdonald

Butterfield

Crestbridge

Fairway

FCM

Fides

Goldmoney

Hawksford

IQEQ

Intertrust

JTC

Langham Hall

Lloyds Bank

Nordic Capital

Rawlinson & Hunter

RBSI

Royal Bank of Canada

Saltgate

Apex

Stonehage Fleming

TMF

UBP

UBS

Vistra

Work highlights

  • Acted for the UK government in relation to a sanctions matter.
  • Acted for a client in relation to the criminal investigations and prosecutions of Glencore.

Jersey > Employment Tier 1

Carey Olsen‘s Channel Island employment practice is well-placed to advise both onshore and offshore employers and trust managers on matters concerning pension schemes, as well as assisting with the structuring of large-scale pension plans and associated regulatory matters. The team is also able to advise on exits of senior employees and employee incentive schemes, as well as handling discrimination claims. Huw Thomas, who was made partner in January 2023 and focuses on mediation, leads the team alongside pensions specialist Alexa Saunders, who also heads up the firm’s trusts and private wealth team. Counsel Julie Currie is an experienced pensions practitioner, advising on transfers, scheme restructures, risk transfers and benefit changes. Senior associate Tarina Le Boutillier is noted for her work on immigration, in addition to contentious and non-contentious employment work.

Practice head(s):

Huw Thomas; Alexa Saunders

Other key lawyers:

Testimonials

‘Carey Olsen’s pensions team is thoroughly knowledgeable and well respected in their field, clearly keeping up to date with industry developments, legal updates and regulatory developments.’

‘Julie Currie is thoroughly professional, knowledgeable and very responsive.’

‘The advice Huw Thomas provides is always clear and proportionate to the size and sector of the client.’

‘I felt they were very client-focused. They understood the challenge and risk and were honest about possible outcomes, risks and ideas for different options. It was not an easy case across a couple of jurisdictions, and they ensured that all groups involved were aligned and did their best to make the issue seamless. Very much appreciated their support – a great partner.’

‘Huw Thomas and Tarina Le Boutillier worked well as a team.’

‘Carey Olsen takes the time to get to know its clients and their business. They then tailor their approach and advice to the size, culture and industry; all the time ensuring they uphold the law and all ethical standards.’

‘Huw Thomas and Tarina Le Boutillier provide an efficient and caring service, always ensuring they find time to help (sometimes at extremely short notice).’

‘Helpful, responsive advice. They understand commercial realities and provide practical solutions.’

Key clients

Committee of Management of the Public Employees’ Pension Fund

Management Board of the Jersey Teachers Superannuation Fund

RBS International Employees’ Pension Trustees Limited (Trustee of the RBS International Pension Trust)

RBS International Employees’ Pension Trustees Limited (Trustee of the RBSI Widows and Orphans Purpose Trust)

Trustees of Aberdeen Asset Management Pension Scheme

Nedbank Private Wealth

Ports of Jersey Limited

Rossborough Financial Services Limited

Fairway Pension Trustees Limited

Alex Forbes

Work highlights

  • Advising the Committee of Management of the Public Employees’ Pension Fund and the Management Board of the Jersey’s Teachers Superannuation Fund on an ongoing basis.
  • Advised Nedbank Private Wealth on the sale of its Channel Islands trusts businesses, Nedgroup Trust (Guernsey) and Nedgroup Trust (Jersey) to Suntera Global.
  • Advising on the Jersey and Guernsey law issues relevant to the RBS International Employees’ Pension Trustees, a large multi-jurisdictional pension scheme.

Jersey > Family Tier 1

Carey Olsen is instructed by HNWIs to handle Jersey-based and multi-jurisdictional family matters, including both amicable and contentious divorces and associated disputes concerning children, property and maintenance payments; the group is particularly well known for its strength in assisting with the drafting of pre-nuptial agreements. Steering the practice is Marcus Pallot, an experienced litigator who represents wealthy individuals in divorce proceedings. Lauren Glynn, who was promoted to counsel in January 2023, represents clients going through divorces and subsequent disputes relating to finances and children. Tori Cure‘s practice encompasses contested child-related matters, but she has a particular focus on trust matters, while Tara Lee, who joined the firm from BCR Law in January 2022, supports clients engaged in multi-jurisdictional trust and financial disputes, in addition to handling leave to remove cases.

Practice head(s):

Marcus Pallot

Other key lawyers:

Testimonials

‘There is a depth and breadth in this practice which enhances the service given to matrimonial clients in the ability to swiftly access quality input across a variety of disciplines. In my opinion, they are the standout team of matrimonial lawyers in Jersey.’

‘Lauren Glynn is always a pleasure to have as an opponent – straightforward, practical and reasonable.’

‘Lauren Glynn’s team are easy to get along with which enables you to have a collaborative discussion to reach the best results for both sides of a case. Even the less experienced members of their team are very knowledgeable of the legal issues in dispute and know the facts of their cases.’

‘Lauren Glynn is an intelligent and pragmatic practitioner. Being able to pick up the phone to a family lawyer to talk through the issues in a non-confrontational way is always a good thing for the clients on both sides. Lauren is one of those lawyers.’

‘Beyond the undoubted technical expertise, the strength lies in the focus on family solutions and minimising conflict.’

‘The team are very professional, responsive and clear. There is an ability to present complex legal advice in an understandable way and to treat clients with compassion and respect.’

‘The team are very able, experienced and work very collaboratively with clients, other advisers and “the other side”. Their focus is on reaching negotiated settlements and not on taking their clients into court.’

‘This practice was recommended to me by a colleague who had recently gone through a divorce as a kind and reasonably priced company. They have always acted responsibly and with consideration, responded quickly to any requests I have made, and have tried to make the costs as low as possible.’

Jersey > Investment funds Tier 1

Carey Olsen specialises in supporting Jersey-domiciled funds with the gamut of funds-related matters, advising on the fundraising for launch, closing of funds, and related structuring matters. The firm counts a number of notable private equity and secondaries, real estate, hedge and digital asset funds among its clients. Robert Milner, who acts for both boutique and institutional fund managers, leads the practice alongside private and real estate funds specialist James Mulholland. Daniel O’Connor focuses on the formation and structuring of new funds, in addition to offshore transactions, while Christopher Griffin handles transactional and regulatory issues, including guiding funds through Jersey’s approval process. Claire Le Quesne, Andrea Steel and Nienke Malan advise on real estate and investment funds, regulatory issues, and cross-border and collective investment vehicles.

Practice head(s):

Robert Milner; James Mulholland

Other key lawyers:

Testimonials

‘The team is 100% focused on the client, anticipating their needs and just making their lives easier overall. Difficult questions are thoroughly assessed with relevant advisors in advance to ensure user-friendly, but sound, legal advice is rendered without the clients having to second-guess or interpret the guidance. They deliver actionable advice each and every time.’

‘Daniel O’Connor can read his clients’ minds. He knows what they want before they ask for it. Bespoke solutions are offered without sacrificing speed of delivery or robustness of the legal advice rendered. Efficiency is second to none and he’s straight to the point. Andrea Steel knows her clients and gives them the feeling that their matters are in good hands: technically versed, reliable and pleasant to work with. A real team player who makes clients forget where their in-house team ends and the external advisor team begins.’

‘The team in Jersey is very experienced in the field and has its finger on the pulse with new regulations and local laws.’

‘Carey Olsen has a sophisticated investment funds practice with a large group of specialists that justifies its eminent reputation. The team demonstrates deep industry knowledge and extensive experience developing complex products.’

‘James Mulholland is pragmatic and commercial, which he combines with a deep industry knowledge. He is always on hand to offer expert advice on complicated matters. Nienke Malan stands out as being on top of the detail and very hands-on. Her commercial approach to solving complex matters is something we have continuously valued.’

‘Excellent client interaction. Very strong commercial approach. Focus on diversity, ESG, employee wellbeing. Excellent technical advisors.’

‘James Mulholland is an outstanding lawyer and a very good people person. Everything you want in a relationship partner. Claire Le Quesne is a superb technical lawyer and a very calming influence on clients.’

‘Robert Milner and Nienke Malan consistently provide timely and commercial advice, enabling us to service our international private equity clients.’

Key clients

Apollo Global Management

Appian Natural Resources Fund GP II

Binance (Jersey)

Bregal Capital

Capital & Counties

CBRE Global Investment Partners

Centricus Partners LP

Criptyque Limited

Davidson Kempner European Partners

Delancey Real Estate Asset Management

Diginex Limited

ED Group Holding

EJF Investments

EMK Capital

EPIC Private Equity

Epiris Managers

Falco Regional Aircraft

FSN Capital Partners

GCP

Grainger

Gramercy Europe (Jersey)

Gulf Islamic Investments

Hermes GPE

Hollyport Capital

Insight Venture Partners

Janus Henderson Group

Kennedy Wilson Europe Real Estate

Lothbury Investment Management

M7 Real Estate Financial Services

Mondrian Investment Partners

Nordic Capital

Oaktree Capital Management (UK)

Patron Capital Advisers

Quinbrook Infrastructure Partners

Realty Income Corporation

RK Investment Management

Schroder Real Estate Managers (Jersey)

Softbank Group Corp

The Blackstone Group

Unigestion

Work highlights

  • Advised Nordic Capital on a large fundraising, closing Nordic Capital Fund XI at €9bn.
  • Advised Hollyport Capital on the launch and final close of its latest fund, Hollyport Secondary Opportunities Fund VIII.
  • Advised Bregal Sagemount on the successful launch and final close of its latest flagship fund, Bregal Sagemount Fund IV, which held a final close of $2.5bn.

Jersey > Private client, trusts and tax Tier 1

Carey Olsen strengthened its private client and trust offering with a number of recent arrivals, acquiring partner Robert Dobbyn, who specialises in complex Jersey trust and foundation structures, and senior associate Carla Plater, who handles trust and probate matters, from Walkers in January 2023 and December 2022, respectively. Additionally, Pierre Ali-Noor joined the firm in October 2022 from Dickinson Gleeson, and represents clients engaged in contentious trust matters. Non-contentious and semi-contentious trusts specialist Alexa Saunders assumed leadership of the practice in January 2023. Andreas Kistler handles court proceedings, including breach of trust and professional negligence cases, in addition to accusations of fraud. Keith Dixon‘s practice spans commercial and private trusts, foundations, charitable and non-profit organisations. Stephen Fitzgerald focuses on employee incentive arrangements.

Practice head(s):

Alexa Saunders

Testimonials

‘The team has a very good command of Jersey trust law and is able to handle any case, no matter how complex. Their organisation allows them to deal with emergencies.’

‘I deal with Keith Dixon and he is unique in the market in that he is commercially astute and pragmatic in the way in which he gives advice. Advice is delivered in plain English in a way which you can understand. He is an excellent lawyer and very pragmatic in the way in which he works.’

‘They have a strong team who are extremely knowledgeable across all areas of Jersey trust law, and importantly can apply and advise this knowledge in an international context.’

‘Keith Dixon stands out as always responsive, always knowledgeable, and a pleasure to work with.’

‘The team at Carey Olsen are knowledgeable and very practical in their approach. They are incredibly responsive and are always available out of hours.’

‘Keith Dixon is incredibly responsive and proactive. Alexa Saunders is technically excellent and very responsive.’

‘The practitioner I would like to single out is Alexa Saunders. She is a market leader in trusts. Highly knowledgeable, personable and commercial.’

‘We have in particular worked with Stephen Fitzgerald. Having worked with Carey Olsen for so many years, the “added value” is that he understands our goals. So, instead of just providing legal advice, he is able to do so whilst acting as a trusted advisor.’

Foreign-based expertise > Leading firms Tier 1

Overview Leveraging the expertise throughout its UK and Asia offices, Carey Olsen’s ‘incredibly responsive and effective’ global Caribbean-focused practice draws on ‘deep reservoirs of expertise and experience’ to field ‘the A-Team of all offshore practices operating today’. The firm’s team is spread across its London, Hong Kong and Singapore offices, covering Bermuda, BVI and Cayman law with particular experience in corporate, finance, funds and insolvency work, and litigation. For more information on specific regions, please click on the tabs below.
Acting for ‘a stellar array of clients drawn from across the Asia Pacific region and beyond, which underscores the firm’s status as the best of the best’, Carey Olsen Hong Kong LLP utilises the expertise of managing partner Michael Padarin as a go-to name for fund issues, including the formation, operation and restructuring of funds, particularly those with Cayman law elements. Jeremy Lightfoot leads the litigation practice in Hong Kong and is praised as ‘an outstanding litigation lawyer and an impressive critical thinker’; the litigation team was further bolstered in mid-2023 with the recruitments of Tim Haynes and Matthew Watson, who focus on Cayman and Bermuda issues, respectively. In Carey Olsen Singapore LLP, managing partner Anthony McKenzie also leads the corporate practice, while James Noble, who is praised as ‘quite simply the best of the best’, heads up the litigation, insolvency and restructuring practice. Tom Katsaros is the primary contact in the jurisdiction for investment fund work, and litigator Helen Wang is singled out as ‘very experienced with great cross-jurisdictional knowledge and analysis’.
Key names in Carey Olsen LLP’s London office include managing partner Jasmine Amaria, who focuses on corporate, fund and finance work with a Cayman or BVI aspect, acting for clients in the UK, Europe and the Middle East. Richard Brown is singled out by clients as ‘superb as a lawyer, as a litigator and as a strategist’, and provides ‘a seamless service that is second to none’; he is the primary contact for dispute resolution advice and insolvency issues involving BVI law and was further admitted as a registered associate of the Bermuda Bar in 2023. Counsel Sheba Raza is also a key name to note and ‘always feels part of the team she is working with’.

Practice head(s):

Jasmine Amaria; Michael Padarin; Anthony McKenzie

Testimonials

‘Carey Olsen’s dispute resolution team is in my view the A-Team of all offshore practices operating today. They would be my go-to team for complex, multi-jurisdictional work involving any corporate or commercial dispute in the BVI or Cayman Islands, or arbitration in Singapore, and they have a stellar array of clients drawn from across the Asia Pacific region and beyond, which underscores their status as the best of the best.’

‘James Noble – Quite simply the best of the best – James possesses that rare combination in a team leader of great legal insight, great leadership skills and a frightening eye for detail. He also makes things happen – getting his clients from where they are to where they want to be.’

‘We work closely with Sheba Raza. The difference is that Sheba always feels part of the team she is working with as she takes the trouble to identify what is needed and when to play her role in any transactions that she is involved in.’

‘Richard Brown is superb as a lawyer, as a litigator and as a strategist. I cannot recommend him too highly.’

‘Matthew Watson is very experienced in heavy trust and commercial litigation, he is a sound lawyer, has superb tactical sense, excellent client skills and is phenomenally hardworking: a great guy!’

‘Deep reservoirs of expertise and experience in dealing with complex, high-value international trust and estate disputes.’

‘Helen Wang is very experienced with great cross-jurisdictional knowledge and analysis. Reassuring to work with, and someone who is easy to trust.’

‘Jeremy Lightfoot is an outstanding litigation lawyer and an impressive critical thinker, always thinking steps ahead of the game. Since he is so good at what he does, we can easily build trust with him and his legal team and always feel we are in good hands. He is also very professional, patient and incredibly helpful throughout the course of the engagement. We would definitely recommend him.’

Key clients

Arrowcrest Limited

Attestor Value Master Fund LP

Babel Holding Limited

Bank of China

Bullish/Block.One

Caldicott Worldwide Ltd

Carbon Growth Partners

CITIC Bank

EQT AB

Fulham Company Limited

Fullgoal Asset Management (HK) Limited

G Medical Innovations Holdings Ltd.

Huaxing Growth Capital

IDEG Investment Management Limited

InterEnergy Holdings Limited

JD Sports Gym Ltd

Leapfrog Investments Group Ltd

Marunouchi Innovation Partners Co., Ltd.

Mitsubishi UFJ Financial Group

Mubadala Petroleum (Thailand) Holdings Limited

Oasis Investments II Master Fund Limited

OCBC Wing Hang Bank

PayProp

Permira

Smarter Microelectronics

Spathiphy Capital Management Limited

Stoneway Capital Corporation

Sumitomo Mitsui Banking Corp

Sumitomo Mitsui Banking Corp, (Hong Kong branch)

The Federal Republic of Nigeria

United Overseas Bank

XanPool

Work highlights

  • Acted as BVI and Cayman corporate and regulatory counsel in connection with the combination of EQT AB with Baring Private Equity Asia.
  • Advised Marunouchi Innovation Partners Co., Ltd. on the successful launch of the Marunouchi Climate Tech Growth Fund L.P.
  • Acting for Babel Holding Limited, a Cayman company, with respect to the restructuring of its debts.

Guernsey > Private client, trusts and tax

Carey Olsen‘s team supports HNWIs with the setup and restructuring of trusts, private trust companies and family offices, while working alongside the firm’s litigation practice to represent clients engaged in multijurisdictional trust disputes. Practice head Russell Clark handles both contentious and non-contentious trust matters, notably advising on the establishment of complex trust structures. Natasha Kapp‘s practice encompasses both private wealth structuring and philanthropy, as well as contentious trust issues. Having retired from the partnership in June 2022, Konrad Friedlaender continues to advise on a wide range of trust matters in addition to pensions, employee benefit and share option schemes as a consultant. Counsel Laila Arstall focuses on a wide range of tax issues, while fellow counsel Wendy Garrard assists trustees, beneficiaries and protectors with matters concerning regulatory and fiduciary law.

Practice head(s):

Russell Clark

Other key lawyers:

Testimonials

‘For me, the strongest private client and trust team in Guernsey; long experience, deep knowledge, excellent connections to industry and government to give us practical, value for money advice. The team always looks at matters from different angles and balances extensive fiduciary knowledge with strong commercial awareness, to provide sound advice.’

‘I have worked with Konrad Friedlaender for many years and his legal knowledge, commercial awareness, practical approach and calmness are strengths he brings to all matters. He is also a diplomat, and I have seen him defuse many challenging situations with third parties. I have no hesitation bringing him into meetings and calls, to work though issues and find solutions.’

‘Russell Clark is always there to protect and defend our interests, clear communication and excellent at balancing fiduciary and commercial considerations. ‘

‘Their personal service and breadth of expertise always delivers.’

‘They are extremely personable and collaborative. I also found them to be pragmatic and technically strong.’

‘Natasha Kapp was very impressive in a complex matter.’

‘The team at Carey Olsen have provided fantastic legal support over many years. Their advice on trust matters is always first rate, demonstrating both their technical knowledge and their understanding of the dynamics involved between trustee, settlor and beneficiaries.’

‘Konrad Friedlaender and Natasha Kapp particularly stand out as we have worked closely with them on trust matters for many years, during which time we have appreciated their knowledge of the historic trust and family issues, and their ability to apply that together with their technical knowledge in providing very high quality and often very practical legal advice and support.’

With a heritage that dates back to 1898, Carey Olsen is one of the most established and distinguished offshore law firms. It delivers exceptional services to its clients from the key offshore financial centres of Bermuda, the British Virgin Islands (BVI), the Cayman Islands, Guernsey and Jersey. It also has an established presence in Cape Town, Hong Kong, London and Singapore. It is consistently the firm of choice for clients and their advisors who are looking for the highest levels of service.

The firm: The firm offers a partner-led approach. It employs more than 500 people and its 60-plus partners head up a total complement of 250 lawyers. It provides legal services in relation to all areas of corporate and finance law, investment funds, trusts and private wealth, dispute resolution and property law.

The firm works with an extensive range of clients, including many of the world’s leading banks, insurance companies, investment funds, private equity houses, real estate firms, sovereign wealth funds, publicly listed companies, ultra-high net worth individuals and governments. The firm is often instructed by or works alongside leading legal and other professional advisers on complex international transactions and cases.

Carey Olsen is the largest law firm in Guernsey and in Jersey, with more Tier 1 practice area rankings than any other firm.

Types of work undertaken: The firm offers a comprehensive range of legal services for all aspects of corporate/transactional, dispute resolution and private client work.

Its primary transactional legal services include: banking and finance; corporate and commercial; employment, pensions and incentives; commercial property; insolvency and restructuring; insurance; intellectual property; investment funds and private equity; mergers and acquisitions; regulatory and financial crime; and trusts and private wealth.

The firm’s dispute resolution and litigation group represents clients on the full spectrum of contentious, semi-contentious and advisory work in both a domestic and international context. Together with commercial litigation services, its practice offers focused advice on banking and finance, corporate disputes, contentious trusts, restructuring and insolvency, regulatory and financial crime.

The firm’s private clients rely upon it for services that include estate planning, residential property, wills and inheritance.

Department Name Email Telephone
Listing services Kate Andrews kate.andrews@careyolsen.com
Banking and finance Kate Andrews kate.andrews@careyolsen.com
Corporate Guy Coltman guy.coltman@careyolsen.com
Banking and finance Guy Coltman guy.coltman@careyolsen.com
Investment funds Guy Coltman guy.coltman@careyolsen.com
Trusts and private wealth Keith Dixon keith.dixon@careyolsen.com
Banking and finance Peter German keith.dixon@careyolsen.com
Regulatory William Grace william.grace@careyolsen.com
Dispute resolution and litigation William Grace william.grace@careyolsen.com
Investment funds Christopher Griffin christopher.griffin@careyolsen.com
Corporate Christopher Griffin christopher.griffin@careyolsen.com
Dispute resolution and litigation John Kelleher john.kelleher@careyolsen.com
Dispute resolution and litigation Andreas Kistler andreas.kistler@careyolsen.com
Trusts and private wealth Andreas Kistler andreas.kistler@careyolsen.com
Corporate Simon Marks simon.marks@careyolsen.com
Listing services Simon Marks simon.marks@careyolsen.com
Banking and finance Simon Marks simon.marks@careyolsen.com
Banking and finance Robert Milner robert.milner@careyolsen.com
Investment funds Robert Milner robert.milner@careyolsen.com
Corporate Robert Milner robert.milner@careyolsen.com
Listing services James Mulholland james.mulholland@careyolsen.com
Investment funds James Mulholland james.mulholland@careyolsen.com
Corporate James Mulholland james.mulholland@careyolsen.com
Investment funds Daniel O'Connor daniel.oconnor@careyolsen.com
Corporate Daniel O'Connor daniel.oconnor@careyolsen.com
Corporate and commercial Alex Ohlsson alex.ohlsson@careyolsen.com
Property law Alex Ohlsson alex.ohlsson@careyolsen.com
Banking and finance Alex Ohlsson alex.ohlsson@careyolsen.com
Restructuring and insolvency Marcus Pallot marcus.pallot@careyolsen.com
Regulatory Marcus Pallot marcus.pallot@careyolsen.com
Dispute resolution and litigation Marcus Pallot marcus.pallot@careyolsen.com
Property Christopher Philpott christopher.philpott@careyolsen.com
Employment Siobhan Riley siobhan.riley@careyolsen.com
Trusts and private wealth Siobhan Riley siobhan.riley@careyolsen.com
Regulatory Alexa Saunders alexa.saunders@careyolsen.com
Trusts and private wealth Alexa Saunders alexa.saunders@careyolsen.com
Banking and finance Robin Smith robin.smith@careyolsen.com
Corporate Robin Smith robin.smith@careyolsen.com
Banking and finance David Taylor david.taylor@careyolsen.com
Corporate David Taylor david.taylor@careyolsen.com
Banking and finance James Willmott james.willmott@careyolsen.com
Corporate James Willmott james.willmott@careyolsen.com
Investment Funds Peter German peter.german@careyolsen.com
Corporate Peter German peter.german@careyolsen.com
Banking and Finance Peter German peter.german@careyolsen.com
Photo Name Position Profile
Kate Andrews photo Kate Andrews Kate has over 20 years’ experience of cross-border corporate finance transactions with…
Tarina Le Boutillier photo Tarina Le Boutillier Tarina specialises in employment law, dealing with global, multinational and local clients…
Lizzie Chamberlain photo Lizzie Chamberlain Lizzie acts for a varied client base on both the lender and…
Guy Coltman photo Guy Coltman Guy has worked on a number of high-profile transactions during his career…
Victoria Connolly photo Victoria Connolly Victoria is counsel in Carey Olsen’s trusts and private wealth group. She…
Julie Currie photo Julie Currie Julie Currie is counsel in the trusts and private wealth team at…
Fiona Dalton photo Fiona Dalton Fiona is counsel in Carey Olsen’s corporate team and advises clients in…
Keith Dixon photo Keith Dixon Keith is a partner in the Trusts & Private Wealth group. Keith…
Matthew Ecobichon photo Matthew Ecobichon Matthew is counsel and advises clients including leading international law firms and…
Sarah Farrow photo Sarah Farrow Sarah regularly acts for high net worth individuals, family offices and professional…
Stephen Fitzgerald photo Stephen Fitzgerald Stephen has a broad non-contentious trust practice advising many of the leading…
Peter German photo Peter German Peter’s practice is corporate and banking, including local and international banking with…
Lauren Glynn photo Lauren Glynn Lauren is a senior specialist family lawyer. She has significant experience and…
William Grace photo William Grace William is a partner advising Jersey’s finance industry and international clients on…
Christopher Griffin photo Christopher Griffin Christopher has broad experience of both general international corporate and funds work…
Laura Healy photo Laura Healy Laura is counsel in our London office and acts on a wide…
Lyndsay Houlette photo Lyndsay Houlette Lyndsay is a senior associate in the Jersey property team. She advises…
John Kelleher photo John Kelleher Partner and head of dispute resolution and litigation at Carey Olsen, specialises…
James  Kinsley photo James Kinsley James has extensive experience of debt finance transactions in Europe, Asia and…
Andreas Kistler photo Andreas Kistler Andreas is a partner in Carey Olsen’s trusts and private wealth and…
Mike Kushner photo Mike Kushner Mike is a senior associate in the litigation team in Jersey, specialising…
Mike Kushner photo Mike Kushner Mike is a senior associate in the litigation team in Jersey, specialising…
Claire Le Quesne photo Claire Le Quesne Claire advises clients in respect of corporate, funds and banking matters. Her…
Oliver Lindop photo Oliver Lindop Oliver is counsel and Advocate in Carey Olsen’s Dispute Resolution team specialising…
Nienke  Malan photo Nienke Malan Nienke is a Jersey qualified solicitor with over a decade of post…
Simon Marks photo Simon Marks Simon specialises in debt capital markets, high yield, securitisation and structured finance…
John McCormick photo John McCormick John practices all aspects of commercial litigation with a particular focus on…
Rebecca McQuillan photo Rebecca McQuillan Rebecca advises clients in respect of a diverse range of corporate and…
Robert Milner photo Robert Milner Robert is one of Jersey’s leading funds lawyers. He acts for a…
Ashley Morrison photo Ashley Morrison Ashley specialises in securitisation and structured finance transactions for clients which include global…
James Mulholland photo James Mulholland James’ experience covers a wide breadth of international funds and corporate work…
Daniel O Daniel O"Connor Daniel specialises in the structuring and formation of investment funds, real estate…
Alex Ohlsson photo Alex Ohlsson Alex is recognised as a leading expert in corporate and finance law;…
Marcus Pallot photo Marcus Pallot Marcus’ practice covers three main areas: contentious regulatory; insolvency; and financial services…
Christopher Philpott photo Christopher Philpott Chris is the head of the firm’s property group in Jersey. He…
Alexa Saunders photo Alexa Saunders Alexa is head of the trusts and private wealth group in Jersey…
Robin Smith photo Robin Smith Robin is consistently recognised for his ability to deal with a wide…
David Taylor photo David Taylor David is a partner in the Jersey corporate group. His practice covers a…
Huw Thomas photo Huw Thomas Huw is a partner in Carey Olsen’s Jersey office specialising in employment…
Katherine Tresca photo Katherine Tresca Katherine is a senior associate in the Jersey corporate group. She works…
James Willmott photo James Willmott James’ practice covers a wide range of corporate activities with a focus…
Louise Woolrich photo Louise Woolrich Louise is a partner in the dispute resolution and litigation team in…