Catherine Moore
Catherine Moore
Partner | Ogier
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Trusts & Trusteeship
Trusts: Planning
Office Location
Guernsey
Short Biography
I am a partner in Ogier’s Private Wealth team in Guernsey, advising on a variety of non-contentious and contentious matters. I am a Guernsey Advocate advising on a range of structures including trusts and foundations, working closely with fiduciary service providers and HNW individuals and families on all aspects relating to the life cycle of private wealth vehicles. I have particular expertise in complex, large scale succession structures and their reorganisation, including the use of PTCs and PTFs and family governance issues, as well as the use of trusts and foundations in commercial ventures. I also advise on regulatory matters, pension and succession advice (including wills and probate). I am a qualified TEP and a member of the STEP Guernsey Committee. I have been nominated and received a number of industry awards and accolades and has been ranked in both Chambers HNW Guide and the Legal 500 UK Guide.
What is your favorite restaurant to take a client or colleague to?
Lima
What is the best piece of advice you have ever received?
Fools rush in where angels fear to tread - dont worry about what anyone else is doing, focus on what you are doing, what you are learning and what great skills you have and youll always stay ahead
What was your first job?
Working at a suite hiring shop
What is the book you recommend to everyone?
Animal Farm, George Orwell
What changes do you expect to see in your practice over the next year?
The "Great Wealth Transfer" will raise significant issues both on the planning and non-contentious side as well as potentially on the contentious side. The planning around structures for the next gen will be a significant part of my practice in the coming year.
Angela Calnan
Angela Calnan
Partner | Collas Crill
JURISDICTION
TOP SPECIALISMS
Charitable Planning and Philanthropy
Fiduciary
Trusts & Trusteeship
Office Location
United Kingdom
Short Biography
Angela is Head of International Private Client & Trusts, is a solicitor of England & Wales and a Guernsey Advocate. Her focus is on advising HNW families and trustees in respect of establishing, reorganising and managing conflict within private wealth structures. Having lived and worked in the UAE, many such families are from the GCC region. Angela also has expertise in pensions and gratuity schemes and advising the third sector.
What is your favorite restaurant to take a client or colleague to?
Red in Guernsey
What is the best piece of advice you have ever received?
Treat your food as medicine or medicine will become your food
What was your first job?
Waitress
What is the book you recommend to everyone?
The Secret History by Donna Tart
What changes do you expect to see in your practice over the next year?
We are looking to expand, and are currently recruiting a new Senior Associate. Growth, particularly in relation to Middle Eastern work, and from Saudi Arabia in particular
Andrew Bayles
Andrew Bayles
Director - General Counsel | SwissIndependent Trustees SA
JURISDICTION
Switzerland, England and Wales, Jersey, Guernsey, British Virgin Islands, Malta, Cyprus, New Zealand
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Andrew Bayles, a lawyer and professional Trustee in Switzerland, acts for global families, business owners, family offices, and professionals. His extensive expertise encompasses trust law, corporate, commercial and tax. Andrew's role at SwissIndependent Trustees SA highlights his dedication to serving clients with cross-border needs. He possesses a strong understanding of complex legal matters related to family offices, trusts, and trusteeship.
What is your favorite restaurant to take a client or colleague to?
Any restaurant where there is a decent wine list, or, even better, where they let you take your own!
What is the best piece of advice you have ever received?
Never make desicions under duress. Sleep on it if you can.
What was your first job?
Ball boy at Rosslyn Park RFC.
What is the book you recommend to everyone?
The Billionaire's Vinegar.
What changes do you expect to see in your practice over the next year?
I hope to see technology continue to disrupt our business to the benefit of our families.
Alison Parry
Alison Parry
Head of Private Client, Guernsey | Intertrust Group
JURISDICTION
Guernsey
TOP SPECIALISMS
Family Governance and Business
Trusts & Trusteeship
Trusts: Planning
Office Location
Guernsey
Short Biography
Technically skilled at managing complex structures and transaction involving financing, legal & governance issues for Families & Businesses. Over 30 years of experience having sat on a diverse array of Boards. Trained at Coutts & co, subsequently moved to an international bank heading up the international offshore structuring team. Following a secondment to Hong Kong joined Intertrust in 2019. As Global Head of Private Wealth for Intertrust, has responsibility for the delivery of the Intertrust Private Wealth Service line, collaborating with colleagues and offices across the Globe. Proven leadership skills and strong corporate governance ethic.
What is your favorite restaurant to take a client or colleague to?
Hook - Guernsey
What is the best piece of advice you have ever received?
Know what the purpose is and be able to articulate what the benefits will be
What was your first job?
Bunching roses when I was 14 for pocket money.
What is the book you recommend to everyone?
The Leaders Book - is a refreshingly simple & practical book crammed full of reminders on key areas of Leadership. It is an easy read, which challenges Leaders trustworthiness & their courage
What changes do you expect to see in your practice over the next year?
The fast moving digital landscape is an area to watch, how will AI effect the way we communicate & make decisions in 2024?
Alison Ozanne
Alison Ozanne
Advocate and Partner | Walkers
JURISDICTION
TOP SPECIALISMS
Probate
Trusts & Trusteeship
Trusts: Contentious
Office Location
Guernsey
Short Biography
Alison is a partner and head of the Guernsey Dispute Resolution team. She is recognised in Legal 500's "Hall of Fame", and by Chambers & Partners. Alison has considerable experience in relation to trust, banking, insolvency and insurance litigation, as well as general corporate disputes. She appears regularly in front of the Royal Court and Court of Appeal. Alison is a regular speaker at conferences in Guernsey, the UK and internationally, particularly in relation to trust litigation corporate governance and AML issues
What is your favorite restaurant to take a client or colleague to?
La Nautique
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
War and Peace
What changes do you expect to see in your practice over the next year?
Abel Lyall
Abel Lyall
Partner | Mourant
JURISDICTION
TOP SPECIALISMS
Dispute Resolution or Arbitration
Insolvency
Trusts: Contentious
Office Location
Guernsey
Short Biography
I am a Partner and lead our Guernsey dispute resolution team. My practice covers all areas of private client and commercial disputes, with a focus on trusts, financial services and investment funds. I regularly appear before the Royal Court of Guernsey and the Guernsey Court of Appeal. I advise trustees, settlors and beneficiaries on all aspects of contentious and semi-contentious trust matters including breach of trust claims, trust applications and regulatory issues. I also have extensive experience in insolvency and restructuring, and act for creditors, directors, shareholders and insolvency practitioners on all aspects of contentious insolvency and asset recovery.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Alexander Hawkins
Alexander Hawkins
Senior Associate | Mourant
JURISDICTION
TOP SPECIALISMS
Family Office
Trusts: Contentious
Trusts: Planning
Office Location
Guernsey
Short Biography
I practise in all areas of contentious and non-contentious private client and succession matters. I assist individuals (including settlors, protectors, trustees and beneficiaries) as well as family offices and corporate trustees with all aspects of Guernsey trust law, pension law and foundation law. I advise high-net-worth families, in particular families and individuals with backgrounds in business, technology and digital assets, about their wealth and succession structuring, including family office structuring. I work with these families to establish and manage their international asset holding structures and develop pragmatic succession plans for the passing of these structures to the wider family over generations. I also advise Guernsey and foreign trust companies about all aspects of Guernsey trust administration, including trustee disclosure obligations and fiduciary duties, changes and removal of trustees, breach of trust issues, processes for making momentous decisions and conflict of interest issues.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Alasdair Davidson
Alasdair Davidson
Head of Litigation, Partner | Bedell Cristin
JURISDICTION
TOP SPECIALISMS
Dispute Resolution or Arbitration
Insolvency
Trusts: Contentious
Office Location
Guernsey
Short Biography
Partner at Bedell Cristin based in the Guernsey office but with a practice in the BVI as well. I specialise in 'Offshore' contentious and advisory work including fiduciary, insolvency, shareholder disputes, corporate/commercial, fiduciary, private wealth & trusts (including pensions and foundations), regulatory work. I have been in practice for over 30 years and, before qualifying in Guernsey, not only having practised as a barrister in England but also spent several years working in the Caribbean. In addition am a Notary Public and a Lt Bailiff of the Royal Court of Guernsey.
What is your favorite restaurant to take a client or colleague to?
Hook, Guernsey
What is the best piece of advice you have ever received?
There is no such thing as a free lunch!
What was your first job?
Paperboy
What is the book you recommend to everyone?
Voltoir Candide
What changes do you expect to see in your practice over the next year?
An increase in contentious trust instructions involving intergenerational tensions in which the trustees have become wrapped
Ajay Wiltshire
Ajay Wiltshire
Managing Director, Dubai - Saffery Trust | Saffery
JURISDICTION
United Arab Emirates, England and Wales, Guernsey
TOP SPECIALISMS
Family Office
Reputation and Crisis Management
Trusts & Trusteeship
Office Location
United Arab Emirates
Short Biography
My role is about connecting the right people to each other to deliver the most appropriate solution. Having established the Saffery Trust Dubai office, I act as the regional representative and the primary link between the firm’s non-UAE services and our network across the MENA region.
What is your favorite restaurant to take a client or colleague to?
BordoMavi - Jumeirah Fishing Harbour, Dubai. Only just opened and already a firm favourite!
What is the best piece of advice you have ever received?
Take you job seriously but never yourself.
What was your first job?
Paper Round
What is the book you recommend to everyone?
This Is How They Tell Me The World Ends - Nicole Perlroth - Brilliantly researched and chilling in equal measure!
What changes do you expect to see in your practice over the next year?
Regulatory incursion and increased risk management requirements. Counterparty risk assessment will become ever more prevalent. The shake-out from mergers and acquisitions of professional firms will continue to cause problems for practitioners and clients alike. e
Adil Mohamedbhai
Adil Mohamedbhai
Barrister | Serle Court
JURISDICTION
TOP SPECIALISMS
Civil Fraud
Commercial Litigation
Trusts: Contentious
Office Location
United Kingdom
Short Biography
I have a broad commercial chancery practice. I have particular expertise in high-value, multi-jurisdictional offshore, trust, private client, civil fraud and commercial disputes. I act both as sole counsel and junior counsel as part of a team of barristers. In addition to regular appearances in both the Chancery Division and the Commercial Court, I have appeared in the Court of Appeal, the UK Supreme Court and the Privy Council. I also have substantial experience appearing in, or assisting with, cases in other jurisdictions, including Bermuda, the Cayman Islands, the BVI, Jersey, Guernsey, the Bahamas and Mauritius. Prior to coming to the Bar, I qualified as a solicitor at Freshfields, where I was involved in a broad range of transactional and contentious work.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?