Appleby > Hamilton, Bermuda > Firm Profile

PO BOX HM 1179

Bermuda > Banking, finance and capital markets Tier 1

Under the leadership of Brad 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.

Practice head(s):

Brad Adderley


‘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.’

Key clients


HSBC Securities (USA) Inc.

Cool Company Ltd.

Work highlights

  • 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.

Bermuda > Corporate and commercial Tier 1

Recognised for its ‘responsiveness, commercial approach and dedication,’ Appleby is a trusted partner for FTSE 100 and Fortune 500 companies globally, providing support on strategic growth and restructuring initiatives spanning single jurisdiction deals and complex multi-disciplinary transactions. Under the leadership of Brad Adderley, the team handles multi-jurisdictional M&A deals and corporate transactions for clients across various sectors, including the IT, insurance, energy and natural resources spaces. Tim Faries adds depth to the team with his extensive experience in advising on capital raisings and M&A. David Clark, a seasoned expert in M&A, banking, and project finance work, navigates cross-border challenges for international banking clients, while Matthew Ebbs-Brewer is head of the funds and investment team. Jerome Wilson oversees the team’s digital assets practice, specialising in cross-jurisdictional telecoms and asset-based acquisitions, and counsel Josephine Noddings stands out for her broad commercial expertise spanning insurance law, M&A, and joint ventures.

Practice head(s):

Brad Adderley


‘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.’

Key clients

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


Work highlights

  • 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 1

Appleby‘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.

Practice head(s):

John Wasty


‘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.’

Key clients

Jardine Matheson Holdings Limited

Petroleos de Venezuela SA

Former Shareholders of NKWE Platinum Limited

Argus Insurance Company Limited

Bermuda Environmental Sustainability Taskforce BEST

Work highlights

  • 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.

Bermuda > Insurance/reinsurance Tier 1

The specialised insurance and reinsurance practice at Appleby offers counsel on a wide array of insurance vehicles, with expertise in significant capital raisings, hybrid transactions, insurtech implementation, and new registrations. Characterised by its willingness to ‘be innovative and push the boundaries of what’s possible’, Brad Adderley leads the practice, handling insurance matters with a focus on ILS, alternative and collateralised reinsurance investment transactions. Alan Bossin specialises in insurance sector M&A, including capital raisings, securitisations, longevity issues and risk transference transactions, while Tim Faries excels in public and private insurance company capital raisings and public listings. The team also includes Matthew Carr, who advises on captives and catastrophe bonds for special purpose insurers, and commercial insurers, and Gary Harris, who specialises in M&A and risk transfer transactions.

Practice head(s):

Brad Adderley


‘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.’

Key clients

Kuvare Holdings

African Risk Capacity Ltd

AUB Group Limited

Phoenix Re Limited

Meanwhile Services (Bermuda) Limited

Nascent Re Ltd.


HRS Management, LLC


Work highlights

  • 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.

Bermuda > Regulatory and compliance Tier 1

The regulatory and compliance team at Appleby covers essential aspects of business and financial services regulation, encompassing compliance, corporate governance, and regulatory and risk advisory services. Within these domains, handling both contentious and non-contentious matters, the team provides regular counsel on ATF compliance, anti-money laundering, terrorist financing risks, sanctions regimes, and license approvals. Co-heading the practice is Sally Penrose, who advises financial institutions, global corporations, and professional public bodies on a wide spectrum of regulatory and licensing issues, with specific expertise in economic substance matters. Her counterpart, John Wasty, brings extensive experience in corporate governance and sanctions-related issues.

Practice head(s):

Sally Penrose; John Wasty

Key clients

Argus Group Holdings Limited

Work highlights

Bermuda > Trusts/private client Tier 1

Fielding a team that ‘consistently provides excellent, high-quality and timely legal advice,’ Appleby‘s cross-practice trusts and dispute resolution team is adept at advising on the entire spectrum of trust law and is frequently retained by blue-chip trust institutions. Practice co-head Vanessa Schrum is a key contact for non-contentious matters and has extensive experience in acting for ultra-high-net-worth clients across the globe. Fellow co-head Hannah Tildesley specialises in commercial litigation, with a particular focus on trust disputes. Other notable figures include senior associates Caljonah Smith, who concentrates on non-contentious estate matters and routinely handling probate and seal applications to the Supreme Court; and Sam Riihiluoma, who acts for liquidators in winding up proceedings.

Practice head(s):

Vanessa Schrum; Hannah Tildesley

Other key lawyers:


‘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.’

British Virgin Islands > Corporate and commercial

Advising on projects across Asia, Latin America and Africa, Appleby‘s BVI office is regularly instructed on cross-border M&A transactions. Practice chair Jeffrey Kirk  regularly handles multi-million-dollar M&A deals and corporate restructurings, while Andrew Jowett, who divides his time between BVI and Jersey, acts for various blue-chip and private companies in the energy sector. Further notable figures in the team also include Shana Simmonds, who has recently been involved in multi-jurisdictional transactions related to private equity takeovers and fintech companies; and David Clark, who frequently provides support for the team on cross-border financing matters, particularly those with Bermuda connections. ‘Proactive and solution-focused’ M&A specialist Brittany Cummings and Stuart Fee are key names at senior associate level.

Practice head(s):

Jeffrey Kirk

Other key lawyers:


‘Andrew Jowett and Brittany Cummings – proactive and solutions-focused.’

Key clients

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


The firm

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.

Department Name Email Telephone
Managing Partner Brad Adderley
Dispute Resolution John Wasty
Corporate Alan Bossin
Corporate Tim Faries
Corporate Clive Langley
Corporate David Clark
Corporate Jerome Wilson
Corporate Matthew Ebbs-Brewer
Corporate Tammy Richardson-Augustus
Private Client & Trust Vanessa Schrum
Dispute Resolution Hannah Tildesley
Number of partners : 16
Number of fee-earners : 45
Other 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