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Segregated Accounts/Portfolio Companies

Our Segregated Accounts/Portfolio Companies Team offers a wide range of services in relation to the development, promotion and delivery of segregated accounts and portfolio products.

Our Team has extensive experience in advising on:

  • The incorporation and registration of segregated accounts/portfolio companies
  • Drafting specialised documentation i.e. bye-laws and preferred shareholder agreements
  • Inter-account transactions

As most users of the public legislation are insurance companies and mutual funds, the team also has extensive knowledge in these practice areas.

Click here for list of publications related to this practice area.

Team Members:

Michael J Burns+1 284 852 5318British Virgin Islands
   Group Team Leader
Bryan Hunter+1 345 814 2052Cayman Islands
   Local Team Leader
John Melia+44 (0)1624 647 687Isle of Man
   Local Team Leader
Andrew Weaver+44 (0)1534 818 230Jersey
   Local Team Leader
Brad Adderley+1 441 298 3243Bermuda
Alan Bossin+1 441 298 3536Bermuda
Paul Branford+44 (0)1624 647 638Isle of Man
Janita Burke +1 441 298 3541Bermuda
Warren Cabral+44 (0)20 7469 0521London
Simon Cain+44 (0)1624 647 642Isle of Man
David Clark+44 (0)1481 755 601Guernsey
Helen Crossley+44 (0)1481 755 602Guernsey
Sarah Demerling +1 441 298 3291Bermuda
Jennifer Eve+1 441 298 3560Bermuda
Timothy Faries+1 441 298 3216Bermuda
Valerie Georges-Thomas+1 284 852 5306British Virgin Islands
Simon Harding+44 (0)1624 647 652Isle of Man
Jeffrey Kirk+852 2905 5739Hong Kong
James McConvill+1 284 852 5304British Virgin Islands
Malcolm Moller+230 203 4301Mauritius
Bruce Putterill+1 345 814 2069Cayman Islands
Joelina Redden+1 441 298 3550Bermuda
Erica Robinson-McLeod+1 441 298 3268Bermuda
Nick Verardi+44 (0)1624 647 648Isle of Man