About

Provided by Ogier

Ogier's Cayman Investment Funds team is renowned for its strength in depth 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 global head of Ogier’s Investment Funds team is based in Cayman and 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, Nick Rogers, 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 advised DeFi Alliance on the formation and launch of a Cayman Islands closed-ended feeder fund structured as an exempted limited partnership and targeting investments in digital assets and start-ups.

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 Bergstrom shows excellent creativity and has a wide base of historical knowledge regarding the development of the Cayman funds market."

"He is very knowledgeable on Cayman law."

Nick Rogers
2
Nick Rogers
2
Band 2

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.

"Nick Rogers at Ogier is a really good solid lawyer with lots of experience."

Giorgio Subiotto
3
Giorgio Subiotto
3
Band 3

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 provides exceptional service and demonstrates a high level of professionalism and expertise."

"Giorgio Subiotto and his team are extremely knowledgeable about Cayman law and regulations, and they have the ability to summarise issues and explain the challenges we face in a clear manner."

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.

"Joanne Huckle is very responsive, practical and pragmatic. She is able to be so practical and pragmatic because she has such a great understanding of the law."

"Joanne is very good. She covers funds and regulatory matters. She is a very competent lawyer and a very nice person to deal with."

"Ogier's Joanne Huckle is very prudent and adept at applying law in a way that also reflects the client's commercial needs."

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 great resource and is extremely practical."

"Bradley Kruger brings a lot of experience and contacts. He helps us identify areas that might be pain points in the future, showing a good level of foresight and industry knowledge. He is also very responsive to enquiries."

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 included mandates relating to the restructuring of private equity funds.

"I am always impressed with Justin Savage's advice, which is always on-point and provides a good commercial basis to work from, in addition to being spot-on in terms of legal technicalities."

"Justin Savage has a practical and commercial approach that does not sacrifice the soundness of his legal advice."

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
Nick Rogers
2
Nick Rogers
2
Band 2
Giorgio Subiotto
3
Giorgio Subiotto
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

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

Tom McLoughlin

Industries

Provided by Ogier

Banks

Commercial & Professional Services

Energy

Financial Services

Insurance

Mining & Metals

Pharmaceutical & Life Sciences

Private Clients/Individuals

Real Estate Finance