The Appleby Podcast

<p>The Appleby podcasts discuss topics and trends across the legal and financial sectors. Find out more from our multi-jurisdictional experts, in our various podcast series including 'Bermuda Shorts' and 'Asia Talks'. Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private individuals. We are a full service law firm providing comprehensive, expert advice and services across corporate, dispute resolution, property, regulatory, and private client and trusts practice areas. We have offices in ten highly regarded, well-regulated global locations, operating in nine and practising the laws of eight jurisdictions. Our office locations include the key international jurisdictions of Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey, Isle of Man, Jersey, Mauritius, and the Seychelles, as well as the international financial centres of Hong Kong and Shanghai.</p>

More than law – Welcome to Appleby Global Services (AGS)

Did you know that Appleby Jersey is not just a law firm? Appleby Global Services is our fiduciary and corporate arm that works in collaboration with our lawyers to offer a broad range of solutions and services for our clients, all under one roof. In our latest podcast, find out how our global offering can support and benefit you as a business with our joined-up approach across our multi-discipline team. Director Anna Malorey and lawyer Michael Davies also explain how AGS is expanding and lo...

07-18
12:11

Culture, Diversity and Inclusion

How do you create a culture of quality and equality? Tune in to this thought-provoking episode in our Appleby Jersey podcast series. Managing Partner James Gaudin, Associate Khanyisile Deliwe and Senior Associate Johanna Murphy discuss the importance of empowering every colleague and valuing their contribution. In this honest, empowering and insightful conversation they share stories from their personal experiences and talk about the impact it can have when everyone has a voice, is heard and ...

06-21
17:58

My 51-year Career with Appleby: John Bisson, Part 3

Today our Jersey podcast series Let’s Talk Law: Jersey, focusses on the impressive career of Partner John Bisson, who has been at Appleby for 51 years. Join John as he offers his vision of what the future holds and offers advice to young people starting out in law in the final part of his podcast trilogy. About Appleby Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private companies, financial institutions and private in...

05-31
08:15

Why Appleby for Wills and Probate: John Bisson, Part 2

Our Jersey podcast series Let’s Talk Law: Jersey, continues with the second of three episodes from Partner John Bisson. This time, John – who has been at Appleby for 51 years - shares his impressive knowledge about the importance of wills and probate, the impact of inheritance tax and stamp duty, and how he supports high net worth individuals by working closely with the Private Client and Trusts Team. About Appleby Appleby is one of the world’s leading international law firms. Our global t...

05-22
08:11

Why Appleby for Property: John Bisson, Part 1

Continuing our Jersey podcast series Let’s Talk Law: Jersey, Partner John Bisson gives his insight into property law on the island and what Appleby has to offer. John’s expertise is second to none, having been at the firm for 51 years, as he discusses the future of commercial and residential property and why Jersey is a great market to invest in. This is the first of three episodes led by John. About Appleby Appleby is one of the world’s leading international law firms. Our global teams of...

05-10
10:37

Why Appleby for Private Client and Trusts Law

Appleby Let's Talk Law: Jersey S03 E01 Today we launch our Jersey podcast series Let’s Talk Law: Jersey - and Jersey Advocate and Counsel Nichola Aldridge is the first in our team to share her insights and expertise. In the first episode, Nichola, who joined Appleby to grow our Private Client and Trusts team with Giles Corbin, talks about the best way to set up a trust and how to start a structure. We also explore the reasons for setting up a trust and how you can avoid potential pitfalls. ...

03-30
12:12

Asia Talks - Diversity, Inclusion and Belonging (DIB) Conversation

In this episode of Appleby's Asia Talk, Fiona Chan and Wendy Sham shifted from usual technical legal series to highlight our firm's dedication to DIB. As part of the global DIB committee member and the Champion of Hong Kong and Shanghai offices, Fiona shared our firm's vision and unwavering commitment to fostering a culture where colleagues feels empowered, valued and accepted in workplace. Wendy and Fiona also explored how to transform these visions into concrete actions with long term init...

03-04
06:36

Asia Talks - Banking and Finance Conversation

Appleby Asia Talks S02 E07 In this episode of Appleby’s Asia Talks, Fiona Chan and Lily Miao discussed the fundamentals of fund financing. They shared their insights on its attractiveness from both lenders’ and borrowers’ perspectives, and how it compares to other product types in the industry. They also explored the key drivers behind the rapid transformation of the latest global and regional trends that shaped the future of finance. The Asia Talks Podcast Series The Appleby Asia ...

08-16
07:35

Dispute Resolution Conversation - Dispute Resolution in the PRC and offshore markets: Strategies for navigating turbulent times

Appleby Asia Talks S02 E06 In this episode of Appleby’s Asia Talks, The Dispute Resolution team discusses the rising distressed debts and investment losses in the PRC market, as well as the PRC data security concerns over a recent Cayman Islands case. They also highlight a number of key rule changes in the British Virgin Islands and share insights on their implications. The Asia Talks Podcast Series The Appleby Asia Talks podcast series delivers a casual and short discussion on the topica...

07-17
06:35

Asia Talks - Corporate Conversation

In this episode, Judy Lee, Vincent Chan, and Kelly Tang discuss the expanded paperless listing regime proposed by the Hong Kong Stock Exchange (HKEX) and highlight the legal requirements in the relevant offshore jurisdictions. They also explore the HKEX’s recent consultation paper and share insights on what these amendments mean for listed companies. About Appleby Appleby is one of the world’s leading international law firms. Our global teams of legal specialists advise public and private co...

05-13
15:42

Investment Funds Conversation - Latest guide on Cayman Islands' corporate governance and internal controls requirement

Appleby Asia Talks S02 E04 In this episode, we will shed light on new corporate governance and internal controls requirements for all the Cayman regulated entities, and answer the most frequently asked questions from our funds clients. The Asia Talks Podcast Series The Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practice areas of Corporate, Dispute Resolution and Private Client & Trusts in the Asia market and provides insigh...

03-27
04:36

Restructuring & Insolvency Conversation - Cayman Restructuring Officer Regime

Appleby Asia Talks S02 E03 This Restructuring Officer (RO) regime came into force in August 2022 and since then we have seen a handful of petitions for the appointment of ROs come before the Grand Court. In this episode, we will have a look at developments in the RO regime in the Cayman Islands, including the very recent case of Holt Fund SPC. The Asia Talks Podcast Series The Appleby Asia Talks podcast series delivers a casual and short discussion on the topical legal issues across practi...

02-28
06:51

Funds Conversation - Offshore Management Companies

Appleby Asia Talks S02 E02 With some notable exceptions, investment management companies have become subjected to economic substance requirements in various offshore jurisdictions since the introduction of the Economic Substance Regime in 2018. In this episode of “Appleby Asia Talks” podcast series, Bronwyn King and Marc Parrott, Partners of Appleby’s Investment Funds practice in Hong Kong, talk about the consequence of this legislative development on structuring the management of investment...

11-28
22:50

Funds Conversation - Segregated Portfolio Company

Appleby Asia Talks S02 E01 Segregated Portfolio Company (SPC) exists in various offshore jurisdictions, and it has become increasingly well understood and recognised. In this first episode of The Appleby Asia Talks podcast series, Bronwyn King and Marc Parrott, Partners of Appleby’s Investment Funds practice in Hong Kong, talk about structuring a SPC, and discuss when and where they may be an appropriate vehicle for an investment fund. The Asia Talks Podcast Series The Appleby Asia Talks po...

11-11
16:02

Insights on DABA Licensing in Bermuda

Join Bermuda’s Jerome Wilson and George McCallum for an insightful “Tech Talks” episode exploring the practical considerations for licensing a Digital Assets Business Act (DABA) entity in Bermuda. They delve into key personnel requirements – including the appointment of a senior representative, compliance officer, and a well-structured board – and explain how applicants can meet the head office mandate through physical presence and engaged directors – and the importance of where strategic dec...

09-26
25:22

Auditing a Digital Asset Business in Bermuda

In this episode of ‘Tech Talks’, Bermuda’s Jerome Wilson and George McCallum are joined by Erkin Atakhanov, Managing Partner at PKF Antares in Bermuda, to discuss the critical role of auditors under the Digital Assets Business Act (DABA), where appointing an auditor is a legal requirement. Given the technical and often complex nature of digital asset and fintech businesses, auditors must have a clear understanding of each company’s processes, systems, and compliance structure to assess which ...

08-08
23:23

Bermuda: Fintech Insights & Trends

In our latest episode of our “Tech Talks” podcast, technology law specialists Partner Jerome Wilson, Senior Associate George McCallum, and Associate Karim Creary delve into the dynamic global fintech landscape, with a spotlight on Bermuda’s Digital Assets Business Act (DABA). They recap key insights from two industry gatherings — Bermuda’s Digital Finance Forum and the global Consensus conference — before exploring current trends in the Bermuda market and offering a forward-looking perspectiv...

07-03
26:53

Bermuda Fintech Update

Jerome Wilson, Partner and Head of Appleby’s Technology & Innovation practice in Bermuda provides an update on the jurisdiction’s thriving Fintech sector. Jerome covers three main points - the growth of the digital assets business in Bermuda; the evolution of the industry; and why Bermuda and its many strengths, including Bermuda’s gold standard regulatory regime, solution-oriented regulator, progressive application process, and sophisticated business ecosystem – all contributing to the c...

03-07
22:06

BITA: The Evolving Ecosystem of Digital Assets

BERMUDA SHORTS – TECH TALKS S01 E17 Jerome Wilson, Partner at Appleby, speaks with Bermuda Innovation and Technology Association (BITA) members Kevin Richards, Founder and Chairperson and Sean Stapley, Lead Sponsorship and Marketing about BITA and the “big tent” technology community in Bermuda. Together they discuss their thoughts on the ever-growing workspace of digital assets and technology, and how BITA works to place the island on the forefront of this space, creating a community for inn...

10-28
29:19

Technology Trends & Bermuda

BERMUDA SHORTS – TECH TALKS S01 E16 Technology by nature is a constantly changing industry, and with the introduction of AI technology, more changes are surely coming. In this ‘Tech Talks’ episode, members of Appleby’s Technology & Innovation practice in Bermuda discuss some of the changes – and the inherent challenges, threats and opportunities for Bermuda, and more broadly. The technology team includes our podcast host, Partner Jerome Wilson, who speaks to Partner Duncan Card abo...

11-13
24:43

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