Banking and finance

Appleby

Appleby’s ‘solutions-driven team’ is noted for its work in the funds and real estate finance fields, acting for an impressive roster of banking clients and alternative lenders on the arranging and refinancing of a range of facilities. The ’proactive and commercial’ Jeremy Berchem co-heads the group, maintaining a practice that covers subscription, asset, and property financing, in addition to assisting with the issuance of debt instruments, while alongside him Stuart Tyler focuses on debt financing. Paula Fry acts for funds clients requiring real estate financing, with Leona Maharaj advising borrowers and lenders across a range of banking matters. Dylan Latimer and Tristan Ozanne both joined the practice in October 2024.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

'Partner-led, solutions-driven team with deep market knowledge and an unbeatable offshore network.'
'Jeremy Berchem is a proactive and commercial lawyer whom we can trust to get the deal done smoothly and pragmatically.'
'Almost unique marriage of quality advice, responsive service and people who make the job enjoyable.'
'They take time to properly understand our business and therefore tailor their advice without us needing to constantly remind them. Jeremy Berchem just gets us - he knows what's important and what isn't, and makes otherwise complicated or difficult projects seem easy.'
'They are comfortable acting on complex transactions and delivering at speed.'
'Responsive and clear in their advice.'
'Very approachable and responsive. The team responded quickly to my inquiries, and there was a well-communicated delegation of responsibilities in the event of key contact absences.'
'Leona Maharaj provided helpful, clear and concise support and guidance during the transaction. I found Leona to be approachable and knowledgeable.'

Key clients

Bank Julius Baer
Bank of America Merrill Lynch
Barclays Bank Plc
BMO Bank N.A.
Deutsche Bank
HSBC Group
ICG Real Estate Debt Investments S.a r.l
Investec Group
JPMorgan Chase Bank
Lineage Logistics Holdings LLC
Lloyds Banking Group
LondonMetric Property Plc
Manhattan Loft Gardens Limited
National Westminster Bank
Noé Group
Santander UK plc
Société Générale
States of Guernsey
Suntera Global
The Royal Bank of Scotland Group
The Standard Bank of South Africa Limited
Toronto Dominion Bank
Wells Fargo

Work highlights

Advised the States of Guernsey on all Guernsey law aspectsof the joint venture acquisition by the States of Guernsey and Condor Ferries of a new lifeline ferry for Guernsey.
Advised HSBC Private Bank (Suisse) S.A. in connection with its acquisition of the private banking business of the Guernsey branch of HSBC Bank plc.
Acted for Investec Bank plc in connection with 18 funds finance and property finance transactions.