Partner and Group Head of Appleby’s Private Client & Trusts practice, Carlos de Serpa Pimentel, achieved the highest Band 1 ranking with a source reporting that he is “the true doyen of Cayman private client disputes litigators, and is generally the go-to person when London solicitors need local representation,” observes a commentator. He has extensive experience in offshore private client matters, and handles non-contentious matters as well as disputes. An interviewee explains: “Carlos is an excellent lawyer. He has knowledge and expertise in sophisticated and cutting-edge estate planning techniques.”
Partner and Group Head of the Private Client & Trusts practice in Bermuda, Vanessa Schrum also received the highest Band 1 ranking. “Vanessa is amazing and has got a great client following, I like her a lot,” says one source, who adds: “I really respect Vanessa as a trust lawyer.” Another interviewee states that “Vanessa is a pleasure to deal with, always so responsive and clear in comments and answers.”
Another Appleby lawyer recognised in the rankings is Jersey Partner Fraser Robertson. He is a “well-known longstanding litigator,” according to a source. He has considerable experience representing high net worth individuals and corporate trustees.
Cayman Counsel Esmond Brown was listed as “Up and Coming,” with a source commenting: “He is fabulous, everyone loves to work with him, and his work is perfection.” Another interviewee says that “he works efficiently and effectively to deliver a high-quality product to the client.”
Bermuda Senior Associate Caljonah Smith is listed as an “Associate to Watch.” Caljonah handles advisory trusts matters, including trust formation and restructuring, and estate work.
In the Guide Appleby is praised for its “Excellent service levels, they are responsive and helpful.” Sources highlight the team’s ability to deal with complex work. One source says: “The lawyers at Appleby are at the forefront of cutting-edge and sophisticated estate planning,” and another interviewee states that “they are extremely knowledgeable and thorough, and help to navigate complex situations.” Another market commentator says: “I like Appleby, all the people there are great,” and another source says: “They are not only good technically but also their services are very good.”
Carlos de Serpa Pimentel, Group Head of Private Client & Trusts, commented: “We are very proud of the prominent position our firm has in the private client and trusts arena and both our firm and individual rankings reflect this. The glowing client testimonials are again this year a great recognition of our excellent working relationships with our clients who we value highly and the quality of the collaborative work done by our lawyers.”