Appleby leverages broad expertise and cross-island scope to advise on matters spanning insurance M&A, business establishment, and international policy offerings. Active on both the insurance and pensions fronts, the group is led by Dylan Latimer, who has acted on major transactions as well as licensing and policy governance mandates, and Tristan Ozanne is another leading name on this front. Stuart Tyler has advised on capital raisings and documentation for novel insurance policies. The firm increased its market presence in Guernsey with the arrival of banking and finance specialist Kate Ovenden from Bedell Cristin in October 2025.
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Key clients
- AON Group plc
- Brookfield Asset Management Limited
- CorpAcq Group
- MMC UK Pension Fund Trustee Limited
- Paratus Group
- PIB Group Limited
- Utmost Services Limited
- RL360 Life Insurance Group Limited
- Trireme Pension Services (Guernsey) Limited
- Willis Towers Watson Limited
- Yelden Insurance Company Guernsey Limited
Work highlights
Advised MMC UK Pension Fund Trustee Limited on a £1.9bn bulk annuity transaction.
Advised Brookfield Asset Management in respect of its acquisition of the remaining 26% interest in Oaktree, which owns Utmost, Marco Re and Polo Insurance Managers, with a consideration of $3bn.
Advised PIB Limited on the purchase of the Ross Gower Group Limited and its subsidiary.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Practice head
Dylan Latimer; Tristan Ozanne; Kate Ovenden; Stuart Tyler