About

Provided by Ogier

Ogier's Cayman Investment Funds team is renowned for its strength and experience across a wide spectrum of fund structures and their particular regulatory and commercial approaches. We provide seamless expertise across the full fund lifecycle ranging from fund formation, structuring, regulation, corporate governance and investor disputes through to management of liquidity and business interruptions, strategic investor arrangements and wind-down and termination situations.


Having been in this market for more than 25 years, our longstanding team plays a formative role in the development of market practice in the Cayman Islands. We have forged strong links with managers and with funds partners at leading law firms in key onshore financial centres, including New York, and a wealth of expertise in private equity and venture capital funds.


The team’s diverse professional backgrounds include strong connections with North and South America, particularly Brazil, Asia, UK, Canada, New Zealand and Australia.


We act for leading global financial institutions, investment managers and corporate entities and are routinely chosen as Cayman offshore counsel of choice by leading international law firms, boutique advisors and other intermediaries.


Key contacts: James Bergstrom, Bradley Kruger, Angus Davison, Joanne Huckle, Justin Savage, Giorgio Subiotto, Tim Cone, Emma Sutherland

Chambers Review

Provided by Chambers

Investment Funds - Cayman Islands

2
Band 2

What the Team is Known For

Ogier maintains a sizeable and highly regarded funds team in the Cayman Islands. The firm acts for a broad range of investment management clients and onshore law firms, including several hailing from Latin America. It is well versed in all aspects of fund structures, including their formation, launch and regulation, and the team is recommended for its proficiency in both open and closed-end funds, as well as hedge funds and venture capital fund formation and restructuring.

Work Highlights

Provided by Ogier

  • Ogier acted for the fund management affiliates of leading Brazilian bank BTG Pactual on the structuring and launch of eleven Cayman Islands investment funds.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

James Bergstrom
1
James Bergstrom
Head of Investment Funds
1
Band 1
James Bergstrom has a wealth of experience in the investment fund space. He is a respected lawyer who maintains a well-established funds practice in the Cayman Islands. He is active in private equity fund formation as well as in providing regulatory support on funds matters.

James is an exceptional lawyer and has built an incredible practice in the Caymans. He helps us with all aspects of our business.

Giorgio Subiotto
2
Giorgio Subiotto
2
Band 2
Giorgio Subiotto heads the Latin America team. He is a well-known and highly experienced Cayman attorney who regularly assists with the launch, structuring and merger of private equity funds, in addition to advising on regulatory matters in the investment management space.

Giorgio has a sophisticated and almost-unique practice representing the Brazilian managers of Cayman Islands funds.

Giorgio is a true leader in the field.

Nick Rogers
3
Nick Rogers
3
Band 3
Nick Rogers is especially known for his focus on hedge fund issues. He is also equally capable of assisting asset managers with private equity fund formation, as well as fund regulatory work and downstream transactions.
Joanne Huckle
4
Joanne Huckle
4
Band 4
Joanne Huckle is highlighted in connection with open-ended and private equity funds, including in regard to fund launches. She has additional experience advising on regulatory matters pertinent to asset managers.

Jo Huckle is technically excellent and pragmatic at the same time. She is highly responsive and a pleasure to work with.

Jo Huckle is very good technically.

Bradley Kruger
5
Bradley Kruger
5
Band 5
Bradley Kruger is a seasoned lawyer who handles a broad range of investment fund mandates in addition to his responsibilities as head of the Cayman corporate team.

Bradley Kruger is a good lawyer who can always suggest alternative approaches and is very proactive and client-oriented.

Justin Savage
5
Justin Savage
5
Band 5

Justin Savage has a particular focus on hedge funds, assisting with launches as well as regulatory concerns. His recent work has also included mandates relating to the restructuring of private equity funds.

Justin Savage has a good name in the sector and is a good, popular lawyer.

Justin is extremely focused on our day-to-day requirements and very practical in how the work gets done and how he anticipates our needs.

Justin Savage is always reliable and accessible, whether directly or through his associates. His strengths include a practical and commercial approach, coupled with sound legal advice.

Tim Cone
5
Tim Cone
5
Band 5

Tim Cone is a key member of Ogier's Latin America practice, with specific experience acting for Brazilian asset managers. He is regularly called upon in connection with fund launches.

Tim is able to provide outstanding solutions and legal advice at a very fast pace. Cultural differences are no obstacle to him providing sharp, business-driven analysis.

Tim is a well-established partner with a strong level of service and responsiveness.

Emma Sutherland
U
Emma Sutherland
U
Up and Coming

Emma Sutherland provides guidance on a range of fund formation and fund regulatory issues, with experience acting for clients on debut launches. She handles matters relating to private equity, credit and real estate funds.

Natalie Bell
U
Natalie Bell
U
Up and Coming
Natalie Bell is an up-and-coming partner with experience advising on fund formation, fund finance and fund restructuring work as well as assisting with downstream transactions. Increasingly highlighted as a go-to figure in this space, she recently joined Ogier after leaving Collas Crill.

Natalie is a flexible, pro-business, creative and knowledgeable partner.

Natalie Bell is very professional and her work is high quality.

Ranked Lawyers at
Ogier

Provided by Chambers
Filter by
Band

Cayman Islands

Investment Funds

James Bergstrom
1
James Bergstrom
Head of Investment Funds
1
Band 1
Giorgio Subiotto
2
Giorgio Subiotto
2
Band 2
Nick Rogers
3
Nick Rogers
3
Band 3
Joanne Huckle
4
Joanne Huckle
4
Band 4
Bradley Kruger
5
Bradley Kruger
5
Band 5
Justin Savage
5
Justin Savage
5
Band 5
Tim Cone
5
Tim Cone
5
Band 5
Emma Sutherland
U
Emma Sutherland
U
Up and Coming
Natalie Bell
U
Natalie Bell
U
Up and Coming

Members

Provided by Ogier

Barry McEwan

Catherine Collins

Cornelia Zhu

Dalton Turner

Emma Sutherland

Gemma Cowan

Ghita Moyle

Graeme Loarridge

James Bergstrom

James Bergstrom

Head of Department

Jessica Crawford

Jody Powery-Gilbert

Joseph Barker-Willis

Kayla Lewis

Laura Le Marechal

Laura O'Byrne

Rebecca Quillish

Ridhiima Kapoor

Stephen Crowther

Suneeta Lee

Tim Cone

Industries

Provided by Ogier

Banks

Commercial & Professional Services

Energy

Financial Services

Insurance

Mining & Metals

Pharmaceutical & Life Sciences

Private Clients/Individuals

Real Estate Finance