Carter Perry Bailey LLP > London, England > Firm Profile

Carter Perry Bailey LLP
10 LLOYD'S AVENUE
LONDON
EC3N 3AJ
England

Insurance > Insurance and reinsurance litigation Tier 3

Boutique insurance and reinsurance firm Carter Perry Bailey LLP has longstanding expertise in life and non-life insurance and reinsurance matters. The team regularly handles cross-border disputes, often acting for overseas insurers. Practice head Stephen Carter is well respected for his expertise in reinsurance and coverage claims, while Bernadette Bailey is an expert in representing insurers, brokers and intermediaries in direct insurance coverage and defence disputes, including property and casualty claims. Helen Tilley, who focuses on life, accident and health insurance disputes, and Dean De Cesare, who is noted for his experience in the defence of claims against financial institutions and financial services providers, are other key team members.

Practice head(s):

Stephen Carter

Testimonials

‘A niche foreign insurance firm in the City providing service to large foreign jurisdiction insurers with litigation in London.’

‘Bernadette Bailey is calm and collected and spot-on at all times.’

‘CBP is an outstanding insurance practice with a particular specialism in life and health insurance. It has real strength in depth and outstanding black letter law knowledge of this niche area.’

‘I have worked extensively with Helen Tilley, an insurance partner for many years. Helen’s a market favourite because she combines excellent knowledge and experience of life insurance disputes with the sensitivity needed for difficult cases often involving murders, suicides or allegations of fraud.’

‘The team are all experts, possessing a deep understanding of the workings of the Lloyd’s and London insurance markets.’

‘CBO is a hands-on practice with a close association to the insurance and reinsurance markets both domestically and internationally. The team have a wealth of knowledge, having dedicated a large part of their working lives to the industry and accumulating a strong expertise in the field.’

‘I have worked with one particular partner, Stephen Carter, for a number of years and his knowledge is commendable. He has always given me and my companies sound advice and has assisted us with a number of difficult issues.’

‘We have complete confidence that CPB will review our cases thoroughly and will give a balanced view on the merits of our case. We enjoy a free half-hour consultation on issues we face, which is invaluable.’

Key clients

Eurolife FFH SA General Insurance

Lime Street Insurance Brokers/Sande Investments

Mapfre

Sava Re

Oceva Risk Solutions

Maas Lloyd Schadeverzekerings

MMA IARD

Patria Re

SCOR Global Life

HDI Gerling Insurance

Work highlights

  • Successfully defended Eurolife FFH SA General Insurance in an international insurance claim arising out of very serious injuries suffered in Greece.
  • Defending Continental European Insurance Company in a claim for serious injuries arising from a participatory sport.
  • Acting for a reinsurer in claims arising from the non-return of aircraft leased to Russian airlines.

Insurance > Insurance: corporate and regulatory Tier 5

Specialist insurance and reinsurance boutique Carter Perry Bailey LLP covers both life and non-life matters, as well as disputes between insurance entities. Practice head Stephen Carter is adept at advising on contract construction, regulatory matters and the drafting of insurance documents. Bernadette Bailey supports the practice with experience in both contentious and non-contentious insurance matters.

Practice head(s):

Stephen Carter

Other key lawyers:

Testimonials

‘Their legal expertise is unquestionable, but it’s their ability to communicate which sets them apart.’

‘The warmth of the personalities is a real benefit, with both major partners Stephen Carter and Bernadette Bailey being extremely approachable.’

Key clients

Patria Re (Mexico)

Norwich Group

Litmus Analysis Limited

NDI Insurance Brokers

Sande Investments

Genesis Insurance Brokers

Oceva Risks Solutions

Work highlights

  • Acting on the sale of Helodrium to US broking group Stubben Edge.

Carter Perry Bailey LLP (CPB) is one of the leading boutique insurance and reinsurance practices in the UK and the international market. Expertise includes reinsurance, insurance claims and coverage, insurance defence, commercial and regulatory advice drafting and transactional work. The firm has represented UK and international insurers and reinsurers, Lloyd’s syndicates, brokers, agents, run-off managers and others involved in insurance and reinsurance transactions and disputes. CPB also acts in international commercial disputes, including international arbitration, and in trust and fiduciary disputes.

The firm: CPB was formed in 2009. Its partners are all experienced professionals in the international insurance and reinsurance marketplace. All have worked with large City firms and share a desire to provide high-quality specialist service in a modern and innovative boutique environment.

Much of CPB’s work is international, a capability uniquely enhanced by being the exclusive UK member of Insuralex, the leading international grouping of independent law firms with specialisms in insurance and reinsurance law, covering more than 50 jurisdictions worldwide. CPB’s partners are also active in other international legal organisations, including the International Association of Defense Counsel (of which Bill Perry is a past president), the Federation of Defense and Corporate Counsel (of which Stephen Carter is a vice-chair of the international section and past chair of the reinsurance section), the Association of Defense Trial Attorneys, British Institute of International and Comparative Law and the Chartered Institute of Arbitrators. CPB’s lawyers also include members of the Association of Contentious Trust & Probate Solicitors, the Institute of Art & Law, the British Insurance Law Association, the Chartered Insurance Institute, the Insurance & Reinsurance Legacy Association and the Association of Insurance & Reinsurance Service Providers (of which Bill Perry is current chairman).

Types of work undertaken
Insurance and reinsurance contentious: CPB acts in insurance and reinsurance disputes, including complex international litigation and arbitration. In reinsurance CPB acts in proportional and non-proportional risks, both facultative and treaty. Insurance coverage involves a wide variety of classes of business, including property/casualty, professional indemnity, D&O, BBB, credit, cyber, business interruption, fine art and specie, construction, marine, general aviation, contingency, EL, PL and life and health. Insurance defence work includes a range of business areas, such as professional and financial risks, public liability, industrial injury and fine art.

Professional and financial liability: expertise includes solicitors, barristers, brokers, property agents, surveyors, valuers, accountants, directors and officers, banks, financial advisors, insurance professionals, construction professionals, trustees and executors, dentists, galleries and auction houses.

Insurance and reinsurance non-contentious: CPB’s non-contentious work includes advising on the establishment of brokers and insurers in the UK, drafting insurance/reinsurance documentation (including ART/ILS-related), agency agreements, advice on FSMA 2000 Part VII transfers of business and run-off issues, regulatory advice and representation, sales and purchases of companies, brokers and portfolios, as well as in other transactional matters including warranty and indemnity provisions in corporate M&A work. CPB has also been instructed to assist corporate law firms in relation to the specialist insurance aspects of transactions that they act in.

Trust and fiduciary disputes: this work can involve the breakdown of relationships between family members, beneficiaries, trustees and advisers, often with large sums at stake and multi-jurisdictional involvements. Expertise ranges from issues of mental capacity to execute wills to international disputes involving the suitability of complex debt instruments as trust investments and proper administration of extensive international trust assets.

Trade and commerce: CPB also acts for domestic and overseas corporations in international commercial arbitration and commercial litigation. The firm acts for companies involved in commerce and international trade-related disputes.

Department Name Email Telephone
Managing partner Stephen Carter [email protected] 020 3697 1902
Partner Bernadette Bailey [email protected] 020 3697 1903
Photo Name Position Profile
Stephen Carter photo Stephen Carter Partner
Number of UK partners : 5
Number of other UK fee-earners : 12
French
Spanish
Dutch
- APEBI Moroccan Federation of Information Technology
Insuralex (Global Insurance Lawyers Group)
British Institute of International and Comparative Law (BIICL)
FDCC – Federation of Defense & Corporate Counsel
International Association of Defense Counsel (iADC)
Association Internationale de Droit des Assurances (AIDA)
Association of Contentious Trust and Probate Solicitors
Chartered Insitute of Arbitrators