Appleby > Hamilton, Bermuda > Firm Profile
CANON'S COURT, 22 VICTORIA STREET
PO BOX HM 1179
HAMILTON HM EX
Appleby > The Legal 500 RankingsBrad Adderley, the Appleby team, described as ‘extremely responsive and efficient’, serves major banks and financial institutions, addressing a broad spectrum of banking, asset, and project-related matters, both domestically and internationally. Clive Langley is a well-regarded corporate and international finance lawyer, while Tammy Richardson-Augustus complements the team’s expertise by specialising in cross-jurisdictional transactions within the energy and natural resources sector. Working alongside her is David Clark, who is dual-qualified in Bermuda and BVI and has extensive knowledge of project finance, capital markets and finance structures. Other notable experts include Jerome Wilson, a specialist in digital asset advisory and complex ship financing work, and counsel Andrew Kuzma, who provides assistance with capital markets, public offering, private placement, and corporate finance mandates.
Other key lawyers:
‘Keen, responsive, know my business and structure well.’
‘Clive Langley – outstanding lawyer, have worked with him for years and his knowledge of our business and dedication are first class.’
‘The Appleby Bermuda banking and finance team are extremely responsive and efficient. We find the team focus on the commercially important aspects for us, without undue detail.’
‘We have found David Clark to be very responsive and approachable, with the ability to give immediate advice that is relevant to our organisation.’
‘The dedicated team delivers clear, concise, and practical advice, grounded in a pragmatic and common-sense approach.’
‘We primarily work with Jerome Wilson. Jerome is user friendly, and readily available to attend calls and address urgent issues.’
‘The team individuals are highly competent and responsive.’
HSBC Securities (USA) Inc.
Cool Company Ltd.
- Advised Brookfield in relation to the circa $8bn sale of Westinghouse Electric Company by Brookfield Business Partners.
- Acted for HSBC Securities (USA) Inc. and Goldman Sachs & Co. LLC on the Government of Bermuda’s recent redemption of 2024 Notes.
- Advised Cool Company Ltd. on the Bermuda law aspects related to the listing of its common shares on the New York Stock Exchange.
Other key lawyers:
‘Responsiveness, commercial approach, dedication.’
‘Clive Langley, first-rate commercial lawyer, very responsive and dedicated, vast knowledge of our business.’
‘The team with David Clark and Carl Meyer assisted on Bermuda law issues on a cross border transaction. The team delivered corporate assistance that met our expectations in every way. The team members are highly qualified, work efficiently and deliver on time.’
‘The team individuals are highly competent and responsive.’
Sumitovant Biopharma Ltd.
Brookfield Reinsurance Ltd.
Brookfield Asset Management Inc.
Flow Traders N.V.
Thome Group Holding Ltd.
Blue Investment SPE Ltd.
Cirion Technologies, Ltd.
Wejo Group Limited
- Acted as Bermuda counsel to Brookfield Corporation in respect of a new public listing and a spinoff of 25% of Brookfield’s asset management business through Brookfield Asset Management Ltd.
- Advising a client in relation to a potential re-domiciliation of its holding company to Bermuda and listing on Nasdaq.
- Advised on the Bermuda law elements of the $2.7bn cash sale by Lumen Technologies of its Latin American operations to Stonepeak.
Bermuda > Dispute resolution Tier 1Appleby‘s dispute practice team is highly regarded, described as ‘professional, diligent, and well-respected by the judges in Bermuda’. The group represents a diverse range of parties in high-value, multi-jurisdictional litigation and mediation, as well as regulatory and corporate governance matters, including policy wordings. Leading the team is John Wasty, who is noted as ‘rightly in very high demand’ and specialises in commercial litigation, restructurings, fund claims, insolvencies and regulatory affairs, both domestically and internationally. Hannah Tildesley is a specialist in international commercial litigation, with a focus on funds and contentious trust disputes. Counsel Lalita Vaswani, known for her ‘pragmatic and diligent approach‘, supports the team’s corporate litigation, particularly in restructuring and insolvency matters. Khiyara Krige specialises in (re)insurance disputes and corporate litigation, while Sam Riihiluoma‘s expertise lies in civil and commercial litigation, with a strong track record in regulatory affairs, contractual disputes, and professional liability claims.
‘The Appleby team is a delight to work with. They are professional, diligent and well-respected by the judges in Bermuda. Always exceptionally hard-working and consider the details.’
‘The insolvency team at Appleby Bermuda is second to none. We’ve been working with them to try to recover on a defaulted loan. This collection effort required a global response (with assets in multiple jurisdictions), and Appleby was able to organise, assemble and lead a global team of lawyers working to achieve results on our behalf. In each instance, we’ve found the lawyers to be thoughtful, prepared and thorough. We could not have achieved as good as result as we did were it not for Appleby.’
‘John Wasty – rightly in very high demand; extremely experienced and exceptionally good on client management. I will recommend John to anyone litigating in Bermuda.’
‘We’ve found Lalita Vaswani to be highly dedicated, practical and intelligent. She has organised and led, on our behalf, a global team of talented lawyers whose aim is to achieve a successful result on our behalf. We have found the Appleby team’s wisdom to be invaluable.’
‘We’ve found James Batten to be incredibly creative in problem solving. After listening to multiple sides on a complex negotiation, James was able to listen to everyone’s needs and wants and suggest solutions that address each of the issues raised.’
‘Khiyara Krige – on top of all the details and supremely reliable, notwithstanding clearly a very heavy workload.’
‘I enjoyed working with this team. They take on a collaborative approach to their work. Despite the time zone and jurisdiction, they were always accessible and beckoned to your call. I was also impressed with the attention to detail that was applied.’
‘My main contact is Lalita Vaswani. Lalita takes a pragmatic and diligent approach to her advice which is supported by her attention to detail of the facts presented. She is personable, approachable and her advice is straightforward. She is supported by James Batten who is also a standout in carrying out his duty and ensuring all the complex points were kept simple to understand.’
Jardine Matheson Holdings Limited
Petroleos de Venezuela SA
Former Shareholders of NKWE Platinum Limited
Argus Insurance Company Limited
Bermuda Environmental Sustainability Taskforce BEST
- Acting for Jardine Matheson Holdings Limited in litigation arising from the merger between Jardine Matheson Holding Limited and Jardine Strategic Holdings Limited relating to prices offered for shares in the merger.
- Instructed by the estate of a wealthy Taiwanese businessman in claims relating to the validity of trusts.
- Representing PDVSA in a dispute relating to the liquidation of its former captive PDV Insurance Company Ltd.
‘Appleby is the foremost legal firm in Bermuda, bar none. If you have a large or high-profile deal there is no better place to go, and no safer place to go.’
‘Brad Adderley is my most competent, proactive, and trusted counsellor. He knows the insurance industry inside and out and is always willing to be innovative and push the boundaries of what’s possible. I recommend him wholeheartedly and without reservation.’
‘Gary Harris is an exceptional partner. He is hardworking and is unbelievably responsive and thoughtful. His advice is always pragmatic and useful, and most importantly, he does not waste my time. One of the best I have ever worked with, could not recommend more highly.’
‘Strong world view beyond just Bermuda and strong dedication to client service. A real desire to understand clients’ business at a more granular level to provide customised, expert service at all levels.’
‘Brad Adderley and Gary Harris are terrific. Tireless effort and great substantive experience both in Bermuda and more broadly.’
African Risk Capacity Ltd
AUB Group Limited
Phoenix Re Limited
Meanwhile Services (Bermuda) Limited
Nascent Re Ltd.
HRS Management, LLC
- Acted as Bermuda counsel on the establishment of Meanwhile Services (Bermuda) Limited.
- Acted as Bermuda counsel to HRS Management, LLC on the formation, registration and investment into a new class E reinsurer, AeBe ISA Ltd.
- Acting for AUB Group which has entered into an agreement with sellers Odyssey Investment Partners to acquire 100% of Tysers for A$880m.
Sally Penrose; John Wasty
Argus Group Holdings Limited
Vanessa Schrum; Hannah Tildesley
‘Brilliant client service. They always take a commercial approach and are always willing to help and go the extra mile to get deals over the line within tight deadlines.’
‘Vanessa Schrum – an excellent practitioner – such a delight to work with and really drives matters forward.’
‘Appleby’s team in Bermuda consistently provides excellent, high-quality and timely legal advice for all of our Trust and Private Client needs.’
‘Appleby in Bermuda represents an excellence benchmark against which other firms are competing to be viewed and judged against.’
‘The Appleby team are fully prepared to go the proverbial extra mile with all aspects of the delivery of their services.’
‘Vanessa Schrum – always able to respond, help and deliver with even the tightest of deadlines. A leading authority in Bermuda on all things trust and private client related.’
‘Caljonah Smith – metronomic in her ability to deliver and ability to assist. A rising force and authority on her subject matter.’
‘Appleby Bermuda have a very aligned team for seamless delivery of their services. Their team is well resourced, always ready and able to help, even with very tight deadlines and unexpected or emerging matters requiring immediate assistance. Appleby are my, like many other professionals, primary “go to” team in Bermuda for trust and private client matters.’
‘Andrew Jowett and Brittany Cummings – proactive and solutions-focused.’
The Baring Private Equity Asia
Shift4 Payments, LLC
Pluspetrol Resources Corporation B.V.
eToro Group Ltd
Orion Resource Partners (USA) LP
Thome Group Holding Ltd
Appleby > Firm Profile
Appleby is a leading offshore law firm. The team of legal specialists advise global public and private companies, financial institutions and private individuals. Appleby is regularly recognised for its integrity and excellent client service, these are the values the firm prides itself on and are at the very core of its business.
Appleby’s global presence allows it to provide timely and comprehensive legal advice at the times that matter most to clients. Appleby is located in the key offshore jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai. Appleby works with clients to achieve practical solutions whether in a single location or across multiple jurisdictions. Appleby is a full service law firm providing expert advice across corporate, dispute resolution, property, regulatory and private client and trusts practice areas.
Principal areas of work
Mergers & Acquisitions: Appleby’s Merger and Acquisitions team regularly works with FTSE 100 and Fortune 500 companies around the globe to help them deploy strategic growth and restructuring initiatives, whether involving single jurisdictions or complex multi-jurisdictional, multi-disciplinary transactions. They actively monitor M&A trends through their half-yearly Offshore-i report and their unique global presence means that they are able to advise clients on complex, cross-border transactions involving the offshore jurisdictions.
Regulatory: Appleby’s Regulatory and Compliance team is one of the world’s largest offshore, comprised of experts who not only have first-hand knowledge of local regulation, but who have in many cases, helped to shape it. Their team are skilled at putting technical regulatory information and decision-making in a commercial context, and clients know that they can assemble the team to deliver an international service, quickly and seamlessly.
Technology & Innovation: Appleby’s multi-disciplinary Technology and Innovation Group comprises experts from each of their 10 offices to help businesses meet the new challenges and support clients across a broad range of emerging technologies including blockchain, virtual currencies, ICOs, data protection and financial technologies.
Banking & Finance: Appleby’s Banking and Asset Finance team are experienced in all aspects of law relating to banking, ship and aircraft registration and finance, asset backed finance and project and infrastructure finance. They provide advice to major banks and financial institutions, ship and aircraft owners, lessors, and lessees and have deep and trusted relationships with numerous international law firms, shipping groups and financial institutions around the world.
Funds: Appleby’s Fund Finance team are experts in advising banks and finance providers in the development of sophisticated financing solutions. The team are globally recognized as leaders in the fund finance sector and have advised on a variety of different financing structures involving funds that have ranged from a hundred million to billions of dollars in subscribed investor commitments.
Insolvency & Restructuring: Appleby’s Insolvency and Restructuring team advise directors, institutional lenders, creditors (secured or unsecured), borrowers, or insolvency practitioners in large insolvencies that have offshore or cross-border elements. The team has extensive insolvency and restructuring experience across a wide range of industries, including retail, hospitality and leisure, healthcare, financial services, real estate and manufacturing.
Trust Disputes: As family arrangements become more complex, trustees and beneficiaries are frequently being drawn into disputes which lead to court proceedings. Appleby’s talented, experienced and solution driven Trust Disputes team is committed to delivering the highest possible level of client service and regularly work together across their global locations to provide expert multi-jurisdictional advice.
Employment: Appleby’s specialist Employment team provides advice on employment and immigration law to a range of global clients, including banks, financial services businesses, companies and directors, as well as their onshore legal advisers. With close ties to local governments, they are often consulted on, and help to share, new laws brought into force across the jurisdictions in which they operate.
Fraud & Asset Tracing: Appleby’s Fraud and Asset tracing team are experts in helping clients to trace and recover assets across international jurisdictions, regardless of where proceedings originate. Their clients include major financial institutions, multinational corporations, government agencies, state-owned corporations and high net worth individuals, who have been defrauded or have received the proceeds of fraud. They also advise directors and officers, and other service providers caught in the fallout of fraudulent activities.
Property: Appleby are a leading provider of property services in Bermuda, the Cayman Islands, Isle of Man and Jersey. Their Property team provides expert legal advice on all aspects of commercial and residential property, including sales and purchases, leasing, development and property finance transactions. They are frequently recognised for their experience and excellent client service and are consistently ranked in the top tiers for property work. They regularly work directly with developers, investors, business occupiers, banking institutions and private individuals.
PC&T: Appleby’s Private Client and Trust team provide trust and foundation services to private individuals, families, and fiduciary companies. They advise on all aspects of trust law, including the establishment, administration, restructuring and termination of private, charitable, and commercial trusts and foundations. They act in a personal capacity as Protector, Enforcer and Director (of Private Trust Companies) for a number of discretionary trusts and are frequently instructed by blue-chip trust institutions.
|Managing Partner||Brad Adderley|
|Dispute Resolution||John Wasty|
|Private Client & Trust||Vanessa Schrum|
|Dispute Resolution||Hannah Tildesley|
Staff FiguresNumber of partners : 16 Number of fee-earners : 45
OtherOther offices : British Virgin Islands Other offices : Cayman Islands Other offices : Guernsey Other offices : Hong Kong Other offices : Isle of Man Other offices : Jersey Other offices : Mauritius Other offices : Seychelles Other offices : Shanghai
Cayman Islands: Litigation
Published: July 2023
Authors: Andrew JacksonDavid LeeDavid Lewis-HallSusan Fallan
This country-specific Q&A provides an overview of Litigation laws and regulations applicable in Cayman Islands.
Cayman Islands: Real Estate
Published: January 2023
Authors: Norman Klein
This country-specific Q&A provides an overview of Real Estate laws and regulations applicable in Cayman Islands.
Isle of Man: Insurance & Reinsurance
Published: April 2023
Authors: Juan Thornley
This country-specific Q&A provides an overview of Insurance & Reinsurance laws and regulations applicable in Isle of Man.