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 law 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.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

James Bergstrom
E
James Bergstrom
Head of Investment Funds
E
Eminent Practitioners
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 Bergstrom is the best in the industry.

James Bergstrom has seen it all and has a deep understanding of Cayman law.

James is able to drill into complex matters and find a simple, efficient solution.

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 Subiotto is extremely helpful and knowledgeable.

Joanne Huckle
3
Joanne Huckle
3
Band 3

Global head of investment funds at Ogier, 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.

Joanne Huckle is a legal expert as well as a trusted commercial adviser. She really understands our business and leads the team at Ogier to deliver excellent work for us.

Joanne Huckle is very commercial.

Joanne Huckle is technically very sound and knows what is important from a commercial perspective. She's also able to be creative when it would assist the deal at hand.

Justin Savage
4
Justin Savage
4
Band 4

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.

He is an absolute pleasure to work with - approachable, thoughtful and fully committed to excellence.

Justin Savage is truly outstanding. His combination of deep technical expertise, exceptional responsiveness and his pragmatic, business-minded approach makes him an invaluable adviser.

Justin is a responsive, efficient and adept problem solver, finding commercial solutions to meet clients' needs.

Justin Savage consistently delivers clear, well-reasoned guidance on complex fund and regulatory matters, always with professionalism, integrity and genuine care for his clients.

Justin Savage is a superstar and a great advocate for his clients.

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.
Emma Sutherland
5
Emma Sutherland
5
Band 5

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.

Emma Sutherland stands out in the offshore legal market through a combination of technical excellence, commercial insight and a consistently client-focused approach.

Emma Sutherland brings a sharp understanding of the jurisdiction's legal and regulatory landscape, paired with the global perspective essential to advising international clients.

She is known for delivering clear, actionable advice that aligns with her client's strategic goals.

Of Emma’s many strengths, I would say that her interpersonal skills stand out in particular - she is great to work with.

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 Cone is a great lawyer and is always available. He's great at providing swift and insightful advice for complex matters.

Tim is super-responsive and just 'gets it'. He offers advice which is not only sound but also practical in its application.

Tim Cone always delivers quick and precise advice.

Ranked Lawyers at
Ogier

Provided by Chambers
Filter by
Band

Cayman Islands

Investment Funds

James Bergstrom
E
James Bergstrom
Head of Investment Funds
E
Eminent Practitioners
Giorgio Subiotto
2
Giorgio Subiotto
2
Band 2
Joanne Huckle
3
Joanne Huckle
3
Band 3
Justin Savage
4
Justin Savage
4
Band 4
Bradley Kruger
5
Bradley Kruger
5
Band 5
Emma Sutherland
5
Emma Sutherland
5
Band 5
Tim Cone
5
Tim Cone
5
Band 5

Members

Provided by Ogier

Catherine Collins

Cornelia Zhu

Dalton Turner

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

Suneeta Lee

Industries

Provided by Ogier

Banks

Commercial & Professional Services

Energy

Financial Services

Insurance

Mining & Metals

Pharmaceutical & Life Sciences

Private Clients/Individuals

Real Estate Finance