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Segregated Accounts/Portfolio Companies

Our Segregated Accounts/Portfolio Companies Team offers a wide range of services in relation to the development, promotion and delivery of segregated accounts and portfolio products.

Our Team has extensive experience in advising on:

  • The incorporation and registration of segregated accounts/portfolio companies
  • Drafting specialised documentation i.e. bye-laws and preferred shareholder agreements
  • Inter-account transactions

As most users of the public legislation are insurance companies and mutual funds, the team also has extensive knowledge in these practice areas.

Click here for list of publications related to this practice area.

Team Members:

NamePhoneE-mailOffice
Michael Burns+1 441 298 3208Bermuda
   Group Team Leader
Andrew Weaver+44 (0)1534 818 230Jersey
   Local Team Leader
Brad Adderley+1 441 298 3243Bermuda
Alan Bossin+1 441 298 3536Bermuda
Janita Burke +1 441 298 3541Bermuda
Warren Cabral+44 (0)20 7469 0521London
David Clark+44 (0)20 7469 0529London
Timothy Faries+1 441 298 3216Bermuda
Bryan Hunter+1 345 814 2052Cayman Islands
George Jones+1 441 298 3245Bermuda
Owen Jones+852 2905 5763Hong Kong
Malcolm Moller+230 203 4301Mauritius
Bruce Putterill+1 345 814 2069Cayman Islands
Joelina Redden+1 441 298 3550Bermuda
Erica Robinson-McLeod+1 441 298 3268Bermuda