Appleby advises a client roster including financial services institutions, tech companies, and insurance and reinsurance groups on an array of regulatory and compliance matters. John Wasty is highly experienced on contentious regulatory matters and Brad Adderley brings broad corporate experience to the group. Sally Penrose acts for investment groups and private offices, and James Batten advises on the regulatory elements of liquidations and insolvencies. Jordan Knight left the firm in January 2026.
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Testimonials
Collated independently by Legal 500 research team.
- The team is technically competent and has consistently provided reliable, practical, and commercial advice. What sets this team apart is swift and transparent billing practices, and strong accountability and a trusted advisory approach - keeping us honest.
Key clients
- Globe Life Re Ltd
- Calix Re Limited
- M3 Partners
- Atlantic Security Limited
- Brookfield Asset Management
- Convex Group Limited
- Contrarius Investment Management (Bermuda) Limited
- Capital Com SV Investments Limited
- Triangle Life Ltd
- Caliza International Ltd
Work highlights
Advised Brookfield Asset Management on a complex regulatory compliance issue arising from a change in supervisory expectations relating to the manner in which certain regulatory filings were required to be made to the Bermuda Monetary Authority.
Represented M3 Partners in connection with the application of Bermuda’s anti-money laundering regime to a digital asset business in liquidation, arising from concurrent U.S. and Bermuda insolvency proceedings.
Advised Caliza International Ltd in connection with its application to the Bermuda Monetary Authority for licensing under Bermuda’s digital asset regulatory regime.
Lawyers
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Leading associates
Leading associates with regular involvement in their team's key work, and recognition from peers or clients as being ones to watch.
Practice head
Brad Adderley; John Wasty
Other key lawyers
Sally Penrose; James Batten; Jordan Knight; Anna Markiewicz