Bio

Katherine is Counsel within the Corporate department in the Isle of Man, specialising in Isle of Man funds.

Katherine regularly provides regulatory advice, including assisting with a number of change of control submissions to the Isle of Man Financial Services Authority for regulated insurance and financial services entities.  She is a member of the data protection team at Appleby and has also acted on mergers and acquisitions, restructurings and listings.

Katherine joined Appleby in 2011 and was commissioned as an Isle of Man advocate in 2013 after being awarded a commendation in the Manx Bar Exams. She has previously undertaken a secondment to Appleby’s Guernsey office.

Work Highlights

Recent highlights have included advising:

  • Acting for Quilter PLC on the sale of its international life insurance business to Utmost.
  • Acting for The Royal Bank of Scotland International Limited on the transfer of the Isle of Man Bank deposit-taking, lending, investment and insurance intermediary business to RBSI, by way of court-sanctioned transfer scheme.

  • Acting for Ferrous Resources Limited on its USD550m sale to Vale SA by way of merger.

  • Acting for CarTrawler on its sale to TowerBrook Capital Partners L.P. and EUR100m investment.

  • Advising CVC and Blackstone in relation to Isle of Man aspects of its £3 billion acquisition of FTSE 250 company Paysafe Group plc.

  • Acting for Palatine Private Equity on matters of Isle of Man law in connection with its investment in SMP Partners.

  • Advising Strix Group plc on matters of Isle of Man law in connection with its £190 million listing on AIM.

  • Acting on the establishment of a number of Isle of Man specialist funds.

Recognition

Chambers UK 2022 recognised Katherine as an ‘associate to watch’ describing her as “an associate gaining a strong reputation for her ability to advise clients on investment fund regulation.”

Qualifications & Education

  • University of York (England)
  • College of Law, York (England)

Memberships & Associations

Katherine is a former Chair of the Isle of Man Wealth and Fund Services Association and continues to sit on the committee, heading up regulatory matters.

Related People

Darryl Jago

Senior Associate: Isle of Man

T +44 (0)1624 647 629
E Email Darryl

Tom Brook

Partner: Isle of Man

T +44 (0)1624 647 624
E Email Tom

Simon Harding

Partner: Isle of Man

T +44 (0)1624 647 652
E Email Simon

Juan Thornley

Partner: Isle of Man

T +44 (0)1624 647 623
E Email Juan

Kyle Sutherland

Partner: Isle of Man

T +44 (0)1624 647 653
E Email Kyle

Caren Pegg

Partner: Isle of Man

T +44 (0)1624 647 636
E Email Caren

Claire Milne WS

Partner: Isle of Man

T +44 (0)1624 647 698
E Email Claire

Garry Manley

Partner: Isle of Man

T +44 (0)1624 647 638
E Email Garry

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