Member Profiles

Kate has advised and represented a large cross section of the alternative asset management  community over the past 21 years, since founding Oesa in 2002. She has also been engaged as a legal and regulatory consultant by Ernst and Young, as well as by large pension funds, a well-known charitable trust, industrial corporates and proprietary trading houses, all of whom required specialist legal advice in relation to their trading and derivative documentation. Kate qualified as a barrister but decided to pursue a career in the City as a sales and trading lawyer specialising in derivatives, prime brokerage and complex structured products.  She gained invaluable experience in-house at several large financial institutions during the innovative period of the 1990’s  including Daiwa Securities, Salomon Brothers (now Citi) and then Goldman Sachs, where she headed up the Prime Brokerage and the European capital markets legal teams that encompassed all the derivative trading activity for EMEA & Hong Kong. Kate’s advice at all of these institutions was integral to the development of a vast array of new innovative financial products.  In addition, she contributed to the many industry initiatives to standardise documentation and product definitions, including the ISDA Master Agreement and CSA/CSD, Master Confirmations, FOA ETD agreements, and the GMRA. Prior to setting up Oesa, Kate was a consultant to the then FSA and was one of the original authors of the Market Abuse Code and the Wholesale Money Markets Code of Conduct.   Kate’s wealth of experience is unmatched today in the alternative asset manager space.  

Helen is a partner in the Manchester office and heads up the SHE regulatory team nationally for BLM and is also head of the NW region and the firm’s . Helen is also Head of the Manchester Office. She specialises in defending companies and individuals involved in HSE/CPS/EHO investigations and prosecutions. She advises both individuals and companies in manslaughter and complex HSE cases.

Kerry advises on the full range of contentious and non-contentious employment matters as well as business immigration. Kerry is a partner and head of the employment, immigration and pensions practice. Prior to joining Stevens & Bolton in 2006, she qualified and worked at a top international law firm. Kerry advises on strategic HR issues and contentious and non-contentious employment matters. Her experience includes drafting contracts and staff handbooks, advising on dismissals and termination packages, collective redundancies and reorganisations, discrimination, family friendly rights and advising in relation to and preparing for Employment Tribunal claims. She also has particular expertise in advising on TUPE and business transfers, both in the context of outsourcing and business acquisitions. In addition, Kerry is experienced in all aspects of business immigration law and right to work issues. She regularly advises employers in relation to Skilled Worker and Intra Company Transfer applications (previously Tier 2 applications), including assisting employers with the sponsorship registration process, assigning certificates of sponsorship and entry clearance and extension applications. She also advises on sponsor compliance issues, as well as right to work checks. Additionally, she advises in relation to indefinite leave to remain and naturalisation applications, and is currently advising clients on the impact of the end of the Brexit transition period on their ability to employ European nationals and on the recent changes to the sponsorship regime. Recent highlights include: Advising a number of clients on restructuring and collective redundancies, including a publishing company and a well-known luxury hotel group Advising clients, including a publishing company and a coffee and drink machine supplier, on projects such as reductions to pay and reducing working hours Advising a large multinational manufacturing company on outsourcing services to a company in eastern Europe, including drafting and negotiating complex TUPE provisions and managing a project to ensure that the many transferring employees sign up to a settlement agreement prior to each of the phased transfer dates Advising a well-known technology company in relation to the employment and HR issues arising from restructuring the group after an acquisition, including advising on the impact of TUPE and the information and consultation process Advising a FTSE 100 business in relation to the TUPE provisions in a contract with a supermarket, including negotiating the TUPE clauses and obtaining cover for redundancy costs following the transfer Advising a special gases provider in connection with holiday pay calculations factoring in various overtime arrangements and allowances, including in relation to union negotiations and drafting the collective agreement to reflect the agreed terms Advising a luxury retailer in relation to a complex discrimination and whistleblowing claim, which ultimately settled before the hearing Advising clients, including a pharmaceutical company and food and beverage brand, on all of their UK business immigration matters, including advising on sponsor compliance, issuing Certificates of Sponsorship and assisting with Skilled Worker (previously Tier 2) immigration applications Kerry regularly has articles published in the HR press and provides comments to the media on employment and immigration matters. She also provides tailored training to clients and runs webinars.

Established in London in 2012 and headquartered in Mayfair, CS Global Partners is a leading consultancy dedicated to providing tailored citizenship and residency solutions for high-net-worth individuals and families worldwide. With a specialised team of multilingual professionals committed to maintaining client confidentiality, we are dedicated to delivering transformative Citizenship and Residency by Investment options. At CS Global Partners, our goal is to empower both governments and individuals, fostering economic growth, stability, and security for enhanced lifestyles. At CS Global Partners, our commitment to upholding strong values is unwavering. We ensure that every aspect of our work reflects excellence and integrity, fostering a trusted partnership that consistently delivers exceptional results. With a diverse team of professionals, we recognise the specific mobility requirements of individuals and families, offering tailored solutions for wealth management, financial freedom, contingency planning, and tax restructuring. Our focus remains on enhancing our clients’ overall quality of life and securing their futures through reliable and confidential legal guidance. CS Global Partners is entrusted with providing governments expert advice that attracts significant foreign direct investments through ethical means from reputable sources. While we maintain a strictly advisory role without interference in decision-making processes, our expertise has garnered the trust of several governments, including St. Kitts and Nevis, Dominica and others. Our collaboration with these nations has resulted in the successful promotion and transformation of their Citizenship by Investment (CBI) and Residency by Investment (RBI) programmes, significantly contributing to their economic development and global prominence. Collaboration is at the heart of our government advisory services. As industry thought leaders, we work closely with governments, providing valuable feedback on investment programmes and delivering unbiased advice tailored to each country’s unique needs. With a strong focus on responsible and equitable promotion, our team ensures that every client and government is treated with impartiality and integrity. Our dedicated divisions dealing with governments and clients operate independently, ensuring a transparent and unbiased approach to our services, fostering trust and credibility within the industry. Our dedication to safeguarding of the integrity Citizenship by Investment and Residency by Investment programmes remains paramount. Through educational initiatives and strategic promotion, we aim to enhance transparency and legitimacy, building investor confidence and fostering sustainable economic growth. With a profound understanding of the industry’s dynamics and global market trends, we strive to position our clients’ offerings in a competitive and compelling light, fostering trust and credibility within the investment immigration landscape. Recognising the distinct requirements of different jurisdictions, we specialise in restructuring and developing CBI and RBI programmes to ensure optimal outcomes for the offering countries. Leveraging our comprehensive understanding of the global market, we effectively guide governments, enhancing market share and programme integrity through robust due diligence frameworks. With our expertise, we empower governments to make informed decisions and drive economic prosperity, creating a brighter future for their nations and people. Under the leadership of our visionary CEO, CS Global Partners continues to champion a culture of corporate innovation and excellence. Focused on strategic advisory services and customised citizenship and residency solutions, we leverage our team’s collective expertise and insights to drive transformative results. Our emphasis on corporate values and inclusivity fosters a dynamic environment that encourages collaborative decision-making and forward-thinking strategies.  At CS Global Partners, we are proud to pave the way for a more secure, prosperous, and interconnected global landscape.

Norman Geddes has been in practice since 1976. His principal areas of expertise are in property conveyancing work with a particular interest in commercial and agricultural property and property development and property investment. He has extensive knowledge of the property market and a keen interest in farms and country property. He lectured at the University of Strathclyde for several years before returning to private practice. He is co–author of the book ‘Hospitality & Tourism Law’ and has contributed to other publications. He is Executive Chairman of the Elite Ayrshire Business Circle and has a keen interest in promoting business in Ayrshire.