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Investment and Wealth Management

The Investment and Wealth Management sector must constantly adapt to changes in the economic and regulatory environments.

Clients appreciate our global outlook, financial services industry expertise, commercial acumen and regulatory knowledge as they look to navigate these changes in both stable and turbulent economic and political times.

We advise institutional investment managers, private wealth managers, advisers and investors in both developed and emerging markets across all asset classes on the laws of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.

Clients draw on our global corporate, finance, regulatory and fiduciary expertise on matters including fund formation, fund finance and banking, corporate and M&A, regulatory, family office, trust and foundations, tax and employment.

Our cross-practice, international teams are also able to quickly and expertly advise on global regulatory changes as they affect the jurisdictions in which we operate, such as FATCA, CRS, the Market in Financial Instruments Directive (MiFID II), Alternative Investment Fund Managers Directive (AIFMD), Dodd-Frank and Volcker Rule and many of our lawyers have been involved in advising local government and regulators on the policy responses to these challenges.

Find a Lawyer

  • Annette Alexander
  • Jasmine Amaria
  • Christopher Anderson
  • Kate Andrews
  • Andrew Boyce
  • Matthew Brehaut
  • Richard Brown
  • Nick Bullmore
  • Bernadette Carey
  • Tom Carey
  • Russell Clark
  • Guy Coltman
  • Tim Corfield
  • David Crosland
  • Sam Dawson
  • Keith Dixon
  • Robert Dobbyn
  • Chris Duncan
  • Mark Dunster
  • Jarrod Farley
  • Peter German
  • William Grace
  • Elaine Gray
  • Christopher Griffin
  • Matthew Grigg
  • Simon Hall
  • Alex Hall Taylor KC
  • Michael Hanson JP
  • Tim Haynes
  • Clinton Hempel
  • David Jones
  • Natasha Kapp
  • John Kelleher
  • Elizabeth Killeen
  • Andreas Kistler
  • Tony Lane
  • Karen Le Cras
  • Davey Le Marquand
  • Claire Le Quesne
  • Jeremy Lightfoot
  • Simon Marks
  • Kyle Masters
  • Tristan Maultby
  • Trevor McCabe
  • Anthony McKenzie
  • Robert Milner
  • Patricia Montgomery
  • Ben Morgan
  • Jason Morgan
  • James Mulholland
  • Richard Munden
  • James Noble
  • Daniel O'Connor
  • Alex Ohlsson
  • Denis Olarou
  • Michael Padarin
  • Marcus Pallot
  • Christopher Philpott
  • Steven Rees Davies
  • Keith Robinson
  • Alistair Russell
  • Alexa Saunders
  • Peter Sherwood
  • Robin Smith
  • Sam Stevens
  • David Taylor
  • Huw Thomas
  • Helen Wang
  • Matthew Watson
  • James Webb
  • Jay Webster
  • Will Whitehead
  • Jenna Willis
  • James Willmott
  • Dylan Wiltermuth
  • Gavin Woods
  • Louise Woolrich
  • Tim Wright
  • Tom Katsaros
  • Nigel Carey
  • Nicholas Crocker
  • Konrad Friedlaender
  • John Greenfield
  • Graham Hall
  • Henry Harford
  • Suzanne Kingston
  • Richard Sykes
  • Michael Frith
  • Matthew Rush
  • Susie Tindall
  • Heather Beanland
  • Claire van Overdijk KC
  • Carly Parrott
  • Elliot Aron
  • Laila Arstall
  • Tim Baildam
  • Charissa Ball
  • Tim Bamford
  • Stephanie Bernard
  • Bryony Bird
  • Joanna Caen
  • Lizzie Chamberlain
  • Alexander Collis
  • Victoria Connolly
  • Julie Currie
  • Fiona Dalton
  • Honor Desmond-Tetlow
  • Matthew Ecobichon
  • James Eggleton
  • Michelle Falcucci
  • Sarah Farrow
  • Ashley Fife
  • Stephen Fitzgerald
  • Simon Florance
  • Wendy Garrard
  • Robin Gist
  • Lauren Glynn
  • Victoria Grogan
  • Laura Healy
  • Kate Lan
  • Tarina Le Boutillier
  • John Le Tissier
  • Rebecca Lee
  • Kimberley Leng
  • Xia Li
  • Oliver Lindop
  • Katrina Lindsay
  • Oliver MacKay
  • Arindam Madhuryya
  • Nienke Malan
  • Colin Masterton
  • John McCormick
  • Susan McKinstray
  • Andrew Munro
  • Kristina Ostertag
  • Andrea Steel
  • Graham Stoute
  • Amelia Tan
  • Max Tetlow
  • Katherine Tresca
  • Andrew Tually
  • Dhanshuklal Vekaria
  • Tiffy Wan
  • Shane Westin
  • Maggie Yan
  • Rachel Yao
  • Elizabeth Le Guillou
  • Sophie Hancock
  • Ruth Abernethy
  • Connor Alexander
  • Pierre Ali-Noor
  • Steven Balmer
  • Holly Brown
  • Colin Calvert
  • Sukhvinder Chana
  • Yan Chng
  • Nina Clift
  • Adam Collieson
  • James Cooke
  • Emily Cornhill
  • Eleanor Davies
  • Jasmin Davies
  • Rachel de la Haye
  • Jessica Dewsnip
  • Alexandria du Jardin
  • Mark Ffrancon Dowds
  • Alexandra Fox
  • Nick Ghazi
  • Vaishali Gupta
  • Sarah-Jane Hall
  • Arya Hashemi
  • Alexandra Hehir
  • Stephanie Henderson-Wernbo
  • Nicola Hopkins
  • Lyndsay Houlette
  • Bradley Houlston
  • Eng How Cheow
  • Rachel Jones
  • Laura Kearns
  • Steven Khan
  • Steven Khong
  • Mike Kushner
  • Andrew Lister
  • Winnie Lo
  • Thomas MacAdie
  • Sharon Mallet
  • Jason Mbakwe
  • Christopher McCarthy
  • Kirsty McGeough
  • Rebecca McQuillan
  • Harriet Mills
  • Cheri Minors
  • Ashley Morrison
  • Kieran Ogilvie
  • Jamie Oldfield
  • David Patterson
  • Imogen Payne
  • Emma Penney
  • Aldo Plater
  • Carla Plater
  • Tracey Powell
  • Robert Quinn
  • Dean Robson
  • Henry Simpson
  • Allan Skirrow
  • Mark Slater
  • Nigel Smith
  • Evan Stitt
  • Katie Turney
  • Sarah Wallis
  • Tabitha Ward
  • Melissa Wilkins
  • Shanshan Huang
  • Christine Fernandez
  • Dilys Hung
  • Russell Layton
  • Miranda Dunlop
  • Gregory Stachura
  • Yetunde Amodu
  • Chris Baglin
  • Lisa Bailey
  • Tyrone Bailey
  • Khayl'La Ball
  • Rachael Barber
  • Holly Barber Collis
  • Mahogany Bean
  • James Bell
  • Melissa Bertram
  • Courtney Blampied
  • Siobhan Boys
  • Nicholas Branch
  • Thomas Bulfin
  • Marco Carossa
  • Ryan Chong
  • Nyssa Christopher
  • Matthew Clark
  • Devon Clarke
  • Claire Cooke
  • Kim Courtney
  • Stephen Cox
  • Lisa Creevy
  • Victoria Cure
  • Nicola D'Amico
  • Tshogofatso Dhlamini
  • Benjamin Dickson
  • Craig Dinnett
  • Kalyani Dixit
  • Charlotte Donnelly
  • Emma Dorris
  • Aleeza Dulaney
  • Matthew Dulaney
  • Lydia Dunmore
  • Zoe Evans
  • Jonathan Fernandes
  • Nessa Flynn
  • Stewart Forrest
  • Anna Goodman-Jones
  • Harry Hadjiyannis
  • Suzie Hamilton
  • Theo Hannah
  • Ella Harvey
  • Tyler Hawley
  • Calum Hedley
  • Charlie Hurst
  • Dan Huxham
  • Ameer Jassat
  • Rebekah Johnston
  • Edward Kelleher
  • Joni Khoo
  • Sean Kinney
  • Tsakani Kona
  • Anastasija Kornejeva
  • Calvin Lee
  • Nicholas Lee
  • Tara Lee
  • Tabitha Lepp
  • Jennifer Liss
  • Daniel Long
  • Sara Malik
  • Jonathan Marion
  • Tim McAlpine-Scott
  • George McCallum
  • Sally Meggitt-Smith
  • Bhavik Mehta
  • Michelle Meyer
  • Jennifer Mills
  • Anna Mouat
  • Penjani Mseteka
  • Acsah Nel
  • Alex Newitt
  • Erinn O'Brien
  • Catherine O'Connell
  • Cillene O'Neal
  • Damilola Obafemi
  • Chris Oke
  • Oliver Orton
  • Sarah Orton
  • Raveshnee Pakkiri
  • Stephen Parnell
  • Farhat Raza
  • Matthew Rhodes
  • Yan-Xia Rogers
  • James Rollinson
  • Lauren Rosa
  • Zoe Salisbury
  • Natalie Selman
  • Kellie Sherwill
  • Tom Stuart
  • Matthew Summers
  • Ardra Swaraj
  • Marcus Symonds
  • Christopher Tan
  • Hanif Tarajia
  • Heather Taylor
  • Anton Trofimchenko
  • Catriona Urquhart
  • Evija Vanaga
  • Nicholas Vasic
  • Katie Wilkins
  • Thomas Wilmot-Josife
  • Eleanor Witterick
  • Jacob Woodhouse
  • Wei Xun Toh
  • Yi Yang
  • Laura Mulligan
  • Christine Whitestone
  • Steve McCracken
  • Julian Mallory
  • Karen Skiffington
  • Harvey Child
  • Libby Cowieson
  • Emma-Jane De Jesus
  • Thomas De La Cour
  • Emma Dempsey
  • Danielle Hawkins
  • Hollie Herman
  • Olivia Hunt
  • Christina Ingrouille
  • Beatrice Morgan
  • Evie Moss
  • Ekika O’Donoghue
  • Emily Priaulx
  • Anna Richardson
  • Nick Topman
  • Tom Andrews
  • Dawn Barclay
  • Emma Carvalho
  • Jennifer Cullen
  • Shauna Danvill
  • Christy Kan
  • Azmil Wahab
  • Amy Lewis
  • Shelly Scott
  • Mark Elliott
  • Claire Le Prevost
  • Rebecca Le Noury
  • Dominic Boletta
  • Josie Dorey
  • Jody Ferbrache
  • Sue Vaudin
  • George Llewellyn-Salaun
  • Sam Stenhouse
  • Jonathan Prince
  • Tania Hunt
  • Alicia Hardy
  • Chris Carpenter
  • James Prouten
  • Gabriella Catlin
  • Julian Dermawan
  • Andy De La Mare
  • Claire Forbes
  • Amie Pigott
  • Emily Cheung
  • Conor Ward
  • Holly d'Anger
  • Kate Everitt
  • Sophie Skillett
  • Richalene Miller
  • Karen Garner
  • Padraic O'Shaughnessy
  • Isabella Zuill-McKenzie