Month: March 2017

New regulation for local multi-family offices in Monaco

Author: Bumblebee Design | Date: 23 Mar 2017

New rules create two new categories: entities that focus on asset administration only, without processing financial transactions, and the second group can transmit financial orders as well as provide financial advice to clients, and will need to be authorised by the regulator.

read more

Charities – when cash is not king. KYC: ‘Know Your Congregation?’

Author: Bumblebee Design | Date: 23 Mar 2017

In the midst of recent events that have affected the collective reputation of Britain’s charity industry, faith-based charities have to double their efforts when it comes to transparency and accepting hard cash from wealthy donors.

read more

Five-minute interview: Claire Gordon, partner at Farrer & Co

Author: Bumblebee Design | Date: 22 Mar 2017

Claire Gordon, partner at Farrer & Co, talks about divorces and deals.

read more

60-second interview: Hayley Geffin, comms and PR manager, Mishcon de Reya

Author: Bumblebee Design | Date: 10 Mar 2017

Hayley Geffin, communication and PR manager, Mishcon de Reya, talks about their new social media initiatives and a documentary they created after two partners starred in a Hollywood movie.

read more

Social media: marketing or spamming?

Author: Bumblebee Design | Date: 10 Mar 2017

The private wealth industry has embraced social media in a variable way, with some doing nothing and others tweeting and linking as though their lives depended on it. However, times have changed.

read more

Interview with Nick Giles, managing partner, Edwin Coe

Author: Bumblebee Design | Date: 02 Mar 2017

Nick Giles, managing partner at Edwin Coe, talks about changes in the private wealth industry over the past four decades and his cases, including a man who killed his brother because he wouldn’t let their farm animals into the house in the cold wealther

read more

Private equity: Greed is good?

Author: Bumblebee Design | Date: 02 Mar 2017

Private equity remains an attractive industry for UHNW individuals and institutions alike, providing solid returns. But in order to continue to sustain their business model, more transparency is needed.

read more

Jersey guards its data

Author: Bumblebee Design | Date: 02 Mar 2017

This month the government of Jersey published its first island-wide cyber security strategy, making all businesses aware of their cyber risks and responsibilities, while the government raises awareness and directs its own resources to securing the island’s systems.

read more