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.  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.

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.”

Expertise:

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.

Education:

University of York (England)

College of Law, York (England)

Updates

1 Dec 2021 | Deals

Appleby advises Quilter on GBP483 million sale of life insurance business

Leading offshore law firm Appleby has acted as Isle of Man counsel to Quilter plc on the £483 milli...

3 Aug 2020 | Deals

Appleby acts for CarTrawler on its sale to Towerbrook and EUR100 million investment

Appleby acted as Isle of Man counsel to CarTrawler, a leading B2B provider of car rental and mobilit...

21 Jul 2020 | Deals

Appleby advises IFGL on Friends Provident Acquisition

Leading offshore law firm Appleby has advised International Financial Group Limited (IFGL), the owne...

5 Aug 2019 | Deals

Appleby Isle of Man Advises on USD 550m Sale of Ferrous Resources Limited

Appleby’s Isle of Man office acted for Ferrous Resources Limited (Ferrous) in connection with its ...

Publications

24 Feb 2022

Welcoming Fintech Innovation in the Isle of Man

The Isle of Man Financial Services Authority (IOMFSA) has published online support for fintech innov...

1 Feb 2022

Data Protection Guide 2022: Isle of Man

Data Protection Guide 2022: Isle of Man. With data protection laws in more than 120 countries around...

25 Nov 2021

Regulatory Approach to ESG across the Crown Dependencies

New requirements may require investment products to display a label reflecting their sustainability ...

21 Sep 2020

The role of Private Equity in economic recovery from Covid-19

Against this gloomy backdrop, we expect private equity firms and their investors to play a key role ...

31 May 2019

GDPR One Year On: End of Transitional Provisions and Likely Future Developments in the Isle of Man

Saturday 25 May marked one year of the General Data Protection Regulation (GDPR) being fully enforce...

Contributors: Claire Milne WS

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