Department profile
Appleby

Corporate & Finance including Investment Funds

Global Guide 2026 : Guernsey

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Appleby

Rankings

About

Provided by Appleby

  • Appleby Guernsey’s Corporate and Finance group continues to develop and consolidate its market position as one of the strongest offerings in Guernsey, particularly for banking transactions.
  • The practice handles a wide range of transactional debt work and regulatory advice to international lenders and major UK financial institutions, with a particular expertise in subscription finance.
  • Just over half of the team’s work in Guernsey involves funds finance, advising both lenders and borrowers in loans to funds, their GPs and connected entities.
  • The Appleby team has established a reputation as the go-to firm for reorganisations of large UK financial institutions, which are also typically conducted by means of a scheme of arrangement.
  • This year has seen a particularly busy period dealing with the Guernsey regulatory aspects of a number of acquisitions and disposals in the finance industry.
  • The department is also currently heavily engaged in start-ups and fund raising for new technology companies and the mining industry.
  • Appleby remains the only offshore law firm with a presence in all three of the Crown Dependencies, which is attractive to corporates and financial institutions operating across all three jurisdictions. Furthermore, our ability to advise in conjunction with our offices in all the major offshore international financial centres means we can deliver a unique and seamless service on high-value, multi-jurisdictional transactions. 

Industries (9)

  • Banking & Financial Services
  • Private Equity
  • Transport & Logistics
  • Mergers & Acquisitions
  • Real Estate Finance
  • Banking & Asset Finance
  • Fund Finance
  • Funds & Investment Services
  • Insurance & Reinsurance

Chambers Review

Provided by Chambers

Corporate & Finance including Investment Funds - Guernsey

Band 2

What the Team is Known For

Appleby stands out for its debt, corporate and financing expertise. The firm is regularly called upon by leading UK and US-based onshore firms, financial institutions and multinational companies, with extensive experience assisting on sophisticated cross-border transactional work. The team advises on a broad range of specialist financing areas, including investment fund finance, property finance and subscription finance.

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Work Highlights

Provided by Chambers

  • Appleby represented WM Morrisons Supermarkets in its acquisition of 37 stores.

Strengths

Provided by Chambers

  • Appleby offers commercial advice with a strong bench and an unmatched network of offshore offices. They provide excellent market knowledge from a well-connected and experienced senior team.

    Corporate & Finance including Investment Funds respondentGlobal

  • Appleby are responsive, pragmatic and solutions-focused, and they provide a clear and concise overview in a client-friendly manner.

    Corporate & Finance including Investment Funds respondentGlobal

  • Appleby's strength is their ability to work on a multi-jurisdictional basis.

    Corporate & Finance including Investment Funds respondentGlobal

  • They have clear and concise communication between the department and the client. The team handles the complexity and drafting requirements with a high level of sophistication and professionalism.

    Corporate & Finance including Investment Funds respondentGlobal

Notable Practitioners

Provided by Chambers

  • Jeremy Berchem
    Jeremy Berchem

    Jeremy Berchem

    Jeremy Berchem is a group partner of Appleby's Guernsey corporate team. He focuses his practice on banking and finance matters, with particular expertise in debt finance. He also assists clients with capital markets transactions, most notably advising on debt issuances.

    • Jeremy effectively manages his team in executing Guernsey transactions.

      Corporate & Finance including Investment Funds respondentGlobal

    • Jeremy has a wealth of experience and always takes a commercial view.

      Corporate & Finance including Investment Funds respondentGlobal

    • Jeremy is very experienced and understands different asset classes.

      Corporate & Finance including Investment Funds respondentGlobal

    • Jeremy is excellent.

      Corporate & Finance including Investment Funds respondentGlobal
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  • Kate Ovenden
    Kate Ovenden

    Kate Ovenden

    Kate Ovenden is comfortable advising fund clients on acquisitions as well as working with banks on complex financings.

    • I sigh a sigh of relief when I see Kate because she is a pleasure to work with.

      Corporate & Finance including Investment Funds respondentGlobal

    • Kate is very thorough, sensible and can explain unusual and complex aspects of Guernsey law. We enjoy working with her.

      Corporate & Finance including Investment Funds respondentGlobal

    • Kate has fantastic knowledge and experience in offshore funds. She is reliable, approachable and delivers the best results.

      Corporate & Finance including Investment Funds respondentGlobal
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  • Stuart Tyler
    Stuart Tyler

    Stuart Tyler

    Stuart Tyler is head of Appleby's Guernsey corporate practice. He provides a broad range of corporate and finance services to top clients. In particular, he is noted for his advice to private and listed real estate funds.

    • Stuart is an excellent lawyer.

      Corporate & Finance including Investment Funds respondentGlobal
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  • Tristan Ozanne
    Tristan Ozanne

    Tristan Ozanne

    Tristan Ozanne offers clients expertise across the full gamut of corporate transactions and financing matters, and has notable experience assisting with cross-border issues.

    • Tristan is very commercially aware and informs clients of market practices that are being observed by competitors in the space.

      Corporate & Finance including Investment Funds respondentGlobal

    • Tristan works hard to bring himself into the awareness of the local market and is very well connected locally.

      Corporate & Finance including Investment Funds respondentGlobal

    • Tristan is a trusted pair of hands and is well connected in the Guernsey market.

      Corporate & Finance including Investment Funds respondentGlobal
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  • Leona Maharaj
    Leona Maharaj

    Leona Maharaj

    Leona Maharaj is a highly regarded senior associate noted for advising clients on a range of finance matters, including credit facilities, refinancing and restructuring.

    • Leona is a very strong senior associate with a great commercial awareness.

      Corporate & Finance including Investment Funds respondentGlobal

    • Leona provides an excellent level of service and sophistication.

      Corporate & Finance including Investment Funds respondentGlobal

    • Leona is always very responsive and always delivers what is required on our transactions.

      Corporate & Finance including Investment Funds respondentGlobal
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Ranked Individuals at Appleby (5)

Guernsey

  • Profile image of Jeremy Berchem

    Jeremy Berchem

    Corporate & Finance including Investment Funds

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  • Profile image of Kate Ovenden

    Kate Ovenden

    Corporate & Finance including Investment Funds

    View profile
  • Profile image of Stuart Tyler

    Stuart Tyler

    Head of Corporate & Finance including Investment Funds

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  • Profile image of Tristan Ozanne

    Tristan Ozanne

    Corporate & Finance including Investment Funds

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  • Profile image of Leona Maharaj

    Leona Maharaj

    Corporate & Finance including Investment Funds

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Members

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