From female investment initiatives to engaging young investors Aditi Kothari, Executive Director and Head – Sales, Marketing and e-business, DSP BlackRock Investment Managers, says the firm wants to make finance more fun and accessible.
INTL FC Stone (INTL)’s precious metals business has been growing apace in Asia and the firm’s web-based trading platform is bringing additional transparency and efficiency to the markets. As a Nasdaq listed company with a market capitalisation of around US$800 million, it offers Asian HNW clients and wealth managers high-quality standards as well as financial stability.
Feroze Azeez, Deputy Chief Executive Officer, Anand Rathi Private Wealth Management, tells us about Anand Rathi’s plans for the future.
Jeffrey Fang, Chief Corporate Officer, CapBridge tells Hubbis of the innovative way the firm’s platform matches investors and high growth pre-IPO companies.
Jeffrey Fang, Chief Corporate Officer, CapBridge tells Hubbis how private opportunities can diversify and augment the Asian high net worth investor’s portfolio.
Leo Puri, Managing Director, UTI Asset management, tells Hubbis how he plans to grow the firm’s business and corner a larger slice of the Indian mutual fund market.
Mark Nelligan, managing director of BNY Mellon’s Pershing Securities Singapore Pte Ltd, explained the benefits of encouraging clients to become more strategic in their philanthropy, and discussed a few approaches for coaching multi-generational families through the minefield of developing their socially responsible investment portfolios together.
Samdarshi Sumit, Chief Retail Officer, Retail Business, Generali Life Assurance talks about the changing nature of the Thai life insurance market.
Jeffrey Fang, Chief Corporate Officer of CapBridge, sees great potential in helping institutional and accredited investors connect with mid-to-late stage growth companies in Asia. He explained that funding gaps are opportunities for HNW and ultra HNW investors, and how transparent processes and teamwork can optimise outcomes.
Daphne Chandra, Manager and Client Advisor in the Singapore office of Henley & Partners, advises HNWIs and families in Indonesia and SE Asia on overseas residence and citizenship. She has a deep understanding of their requirements and helps them focus on the best opportunities.
Julian Kwan, Chief Executive Officer of Singapore based real estate investment platform InvestaCrowd, provides solutions to the growing ranks of HNW individuals and families that are investing a rising proportion of their wealth in commercial real estate. Putting the right deals in front of these clients is the key.
Swiss bank Swissquote serves its global client base of more than 300,000 customers entirely through digital interface. Damian Hitchen, CEO for the Middle East and Asia, believes the digital revolution has much further to go and has major implications for Asia’s independent wealth sector.
Bernd Hartmann, Head of Investment Research & Chief Strategist at VP Bank Group, cautioned the audience at the Hubbis Independent Wealth Management Forum of March 8 on the risk of rising yields and strategies to mitigate the downside.
Swiss bank Swissquote serves its entire global client base of more than 300,000 customers entirely through a digital interface. Damian Hitchen, CEO for the Middle East and Asia, presented a Workshop to introduce the Swissquote platform to independent wealth advisers.
Martin Huxley, Head of Global Precious Metals for Asia at INTL FCStone is passionate about gold. He is convinced that as wealth grows in Asia more money will flow into gold and other tangible assets. He presented a workshop to highlight the appeals of gold, the mechanics of owning it and the opportunities for independent wealth advisers in Asia.
The Hubbis Independent Wealth Management Forum in Singapore on March 8, 2018, proved to be fertile ground for a wide variety of advisory, cautionary and informative tales from leading experts in the wealth industry. Delegates left with the strong impression that independent firms in Asia have great rewards in store if they structure their businesses optimally.
Nirbhay Handa, Manager for the subcontinent business at Henley & Partners along with Daphne Chandra, Manager for the Indonesia business presented a Workshop on the current pick of residence and citizenship planning options for Asian HNW individuals and families. Their focus was most intensely on three European and four Caribbean citizenship-by-investment programmes.
Steve Knabl, President of the Association of Independent Asset Managers Singapore (AIAM) addressed the audience at the Hubbis Independent Wealth Management Forum of March 8 in Singapore to explained AIAM’s progress and to convince more IAMs to join the association.
Simon Abbott, Senior Regulatory Manager Equity Markets and Commodities at Commerzbank conducted a workshop to explain to Asia-based independent wealth managers the challenges and opportunities arising from MIFIR and MiFID II. He provided a detailed, but concise and thought-provoking introduction.
Does the independent wealth industry need to be reengineered and how can firms differentiate their offerings to compete well today while also evolving their skills and technology for tomorrow? The first panel of the Hubbis Independent Wealth Management Forum pondered these, and other, questions.
India and China are both challenging and alluring markets of opportunity for the wealth industry. India is experiencing a billionaire boom, with demand far exceeding supply and infrastructure, while investment of well-earned wealth in China is still relatively in its infancy.
The third panel of the Hubbis Independent Wealth Management Forum of March 8 focused in on how independent firms can grow their businesses. Growth for growth’s sake is seldom a success but resting on one’s laurels is also risky.
When generating long-term investments for clients, risk management, added value and promoting unique opportunities can place smaller wealth management companies in good stead compared with larger banks. Panellists offered advice to help smaller firms build their client’s bases and their revenues.
The independent wealth advisory community prides itself on having a bespoke approach to HNW clients. Do they feel that mainstream markets are living on borrowed time? Are they promoting alternative investments? A panel of experts discussed these matters… and more.
Hubbis and Swissquote co-hosted a fascinating roundtable discussion on the evolution of the independent wealth management model. How can smaller firms compete with the private banks? Who are the new competitors? How can they build sustainable business models? What are the drivers for growth? Can technology empower or threaten? And what are their key priorities for the years ahead?
Narit Kosalathip, Assistant Managing Director, Private Wealth Management, Phatra Wealth Management talks about the evolution of the wealth management space in Thailand.
Michael Ferrer, Managing Director, ATR Asset Management, tells Hubbis about the obstacles that are slowing down the Philippines’ asset management industry.
Dr. Robert B. Ramos, Senior Vice President, Trust Officer, and CIO, East West Bank, talks about the bank’s operations in the Philippines and how it plans to expand and grow its business in the Asian nation.
Michael Gerard D. Enriquez, Chief Investment Officer, Sun Life Financial Philippines, talks about the firm’s priorities and goals for 2018.
Hanna Raftell, Co-Founder of Hong Kong based coaching service firm Altitude22, is championing women’s right to have the wealth management industry focus on their unique needs and also their unique abilities. She believes there is a world of opportunity.
Andy Budden, Investment Director of Capital Group, believes that despite elevated prices and the return of market volatility, tech stocks still hold value. This time round, he said, it is no dotcom bubble as companies of the ‘knowledge economy’ have become global leaders.
Antoine de Saint Vaulry, Director and Head of ETF & Flow Trading for Asia Pacific at Commerzbank, is a strong advocate of the value of ETFs to HNW portfolios. He told the Asian Wealth Management Forum how regulations for banks and distributors now clearly favour the ETF market.
Gez Owen, Managing Director & General Counsel for Hubbis, is an ex UK lawyer who has more than two decades of experience in dealing with tax evasion matters related to UK law. He told the audience just how essential it is to comply.
The Hubbis Asian Wealth Management Forum of February 27 produced much lively discussion on the state of the Asian wealth industry, as well as plenty of fascinating insights into global and Asian markets, both mainstream and alternative.
Numerous challenges face the wealth management industry in Asia. Regulatory tightening, competition from fintech companies, the growing threat from Big Tech, and the rise of family offices are a few such challenges. Hubbis assembled a panel of experts to consider these core issues.
China is fast becoming a key focus in the global wealth industry, with established institutions in Hong Kong competing with smaller, technology-driven competitors looking to tap into expanding opportunities. Chinese institutions are also thinking more globally, requiring innovation to secure business.
The third panel discussion at the Hubbis Asian Wealth Management Forum of February 27 addressed the current ‘state-of-the-art’ for wealth management solutions in Asia. The wide-ranging debate unearthed some subtle changes taking place and some key challenges.
Product gatekeepers in the Asian wealth management industry are facing many existential threats. Hubbis assembled a panel of experts to debate if, and how, wealth firms can help their clients create long-term value.
As talk of market corrections becomes ever louder, wealth managers might be considering advising and structuring more cautious portfolios for their clients. But caution too early can mean losing out on more remarkable gains. A panel of experts debated the right approach.
Jennifer Lai, Managing Partner and Head of North Asia at Henley & Partners, knows that there are many key motivating factors for Asian families looking for overseas residence and citizenship. But education, while still a core driver, is no longer at the top of the list.
Jennifer Lai, Managing Partner and Head of North Asia at Henley & Partners, organized a workshop on the world’s leading residence- and citizenship-by-investment programs. During the workshop, she highlighted seven key countries.
Andy Budden, Investment Director at Capital Group, presented a Workshop on the globalisation of technology companies, their importance to HNW portfolios and how advisers and investors can improve the downside resilience of those portfolios.
Malik Sarwar, CEO of K2 Leaders, closed the Hubbis Asian Wealth Management Forum with a brief summary of some of the key messages he had heard throughout the day.
Vira-anong C. Phutrakul, Managing Director, Consumer Business Manager, Citi tells Hubbis how Thailand’s rapidly-ageing society is pushing the demand for newer products in the wealth managers space.
Arpita Vinay, Executive Director, Centrum Wealth Management talks about a bumper 2017 for the firm, and its plans to go overseas.
Anshu Kapoor, Head, Private Wealth Management, Edelweiss, shares the secret formula behind the firm’s success with talent and clients alike.
Top-tier knowledge experts, private bankers, and wealth managers came together on all things Asian wealth management at Hubbis' annual Asian Wealth Management Forum in Zurich in October 2017.
The best of Asia and Indonesia's wealth management community came together to debate and discuss the future of Indonesia's wealth management industry at Hubbis' annual Indonesian Wealth Management Forum in Jakarta in October 2017.
Leading lights of Asia's wealth management community came together to discuss and debate the opportunities arising out of China's rapidly growing wealth market at Hubbis' annual China Wealth Management Forum in Shanghai in October 2017.
Whilst some banks in the region have closed or downsized their IAM desks or sold their wealth management units, VP Bank Singapore is proudly strengthening its footprint in Asia. Founded in 1956 by Guido Ferger, one of the most successful trustees in Liechtenstein, it has IAM DNA at its core. Sylvain Gysler, Head of Intermediaries, and Christian Christow, Head of Business Development, tell us how its strategy targeting sustainable asset management services for intermediaries is translating into growth in market share.
Ben Sheehan, Senior Product Specialist covering Asian Equities at HSBC Global Asset Management, believes that Asia ex Japan is undergoing a re-rating that is entirely merited. He expounded on his main Asia ex Japan investment themes for 2018.
Philip Cernik, Chief Marketing Officer for the Middle East & Africa at Friends Provident International, says that expats residing in the UAE need to structure their estate carefully to ensure that their assets and total wealth transition to their loved ones on their death.
Tariq Bin Hendi, Ph.D., Executive Vice President and Head of Products and Advisory for Emirates NBD, discussed the challenges that lie ahead for Private Banking as a new generation of high net-worth clients stand to inherit the largest accumulated wealth in history.
The typical GCC merchant family is facing many challenges to the maintenance, expansion and inter-generational transitioning of its wealth. Yann Mrazek, Managing Partner at UAE multi-services advisory firm M/HQ, and Chair of STEP Arabia, believes that the time has come to change outmoded mindsets.
Peter Huber, CEO of Zurich International Life, opened the Hubbis Middle East Wealth Management Forum on January 24 with a thought-provoking address that highlighted the multiple challenges and great opportunities that the insurance industry faces.
Wealthy families in the GCC face many tough challenges, the most pressing of which relate to increasing tax compliance demands, as well as succession planning. Our second Hubbis Middle East Wealth Management panel of January 24 highlighted many of the key issues.
How will wealth management firms employ technology and digital solutions to improve their business? Can the wealth providers effectively integrate the fintech and RegTech solutions available? These and other matters were scrutinised in detail.
An eminent panel of experts assembled to debate the future of the insurance industry in the Middle East. Educating the HNW customer base as to the best products and structuring fair, client-friendly solutions are both opportunities and challenges, especially when life insurance and critical illness cover are yet to gain much traction.
A need to raise competency and professional standards, as well as a desire to create favourable outcomes for the client, indicate that the development of new suitable products and services are at the forefront of the wealth industry’s priorities.
The final panel discussion of the day at the Hubbis Middle East Wealth Management Forum focused on the investment opportunities wealth providers are promoting, in the region and globally. The dominant theme was optimism.
Aashish Somaiyaa, Managing Director and Chief Executive Officer of Motilal Oswal Asset Management, explains how the rapidly increasing GDP in India has led to the dramatic growth of disposable income, particularly benefitting investment in financial and consumer stocks.
Szymon Idzikowski, Fund Analyst at Abu Dhabi Commercial Bank, is concerned about the poor financial understanding and preparation for retirement. But a more professional approach is at hand from the wealth advisory industry for those wanting greater financial security.
At the Hubbis Middle East Wealth Management Forum 2018 in Dubai on January 24th, we interviewed leading industry experts. Want to know what you missed?
The Hubbis Middle East Wealth Management Forum on January 24 proved an enormous success with sponsors, speakers and delegates. The discussions ranged from wealth management strategies to legacy planning to compliance to technology to investment opportunities.
The insurance landscape is changing; so too are the clientele. Berry Wong, Chief Executive Officer of Charles Monat in Hong Kong says insurance firms must redefine their strategy if they are to thrive in the years to come.
Martin Huxley, newly appointed chairman of Singapore Bullion Market Association (SBMA) discusses the importance of the fully functional bullion ecosystem in Singapore and how it is developing as the bullion hub of the region.
At the Hubbis Independent Wealth Management Forum in Hong Kong on November 16th, we interviewed leading industry experts. Want to know what you missed?
Swissquote serves its entire global client base of more than 350,000 customers entirely through a digital interface. Damian Hitchen, CEO for the Middle East and Asia, believes the digital revolution has even further to go.
How can independent assets managers differentiate themselves? What are their investment philosophies and allocation strategies? How can they win more discretionary business? The final panel of the Hubbis Independent Wealth Forum of November 16, 2017 gave some vital insights.
TriLake Partners is a Singapore-based independent asset management firm that for the past seven years has been steadily building a reputation for trust and excellence. Hubbis discussed the firm’s business model and investment approach with the firm’s CEO and co-founder and their CIO.
Kevin Angelini of Willis Towers Watson is looking to tap more closely into the transformation taking place across the Asia region as insurance companies jostle for market positioning.
David Perez de Albeniz, Regional General Manager, Asia, Allfunds Bank discusses the major themes that are affecting the fund distribution industry – from increased regulatory pressure to applying new technologies.
Satheesh Krishnamurthy, Senior President & Business Head of Affluent & NRI at Axis Bank explains the key drivers required to scale-up the Indian wealth management industry.
Satheesh Krishnamurthy, Senior President & Business Head of Affluent & NRI at Axis Bank talks about the enhanced focus on NRI clients at the bank.
Satheesh Krishnamurthy, Senior President & Business Head of Affluent & NRI at Axis Bank explains how high net-worth individuals can choose the right wealth management organisation.
Anshu Kapoor, Head of Private Wealth Management at Edelweiss Global Wealth Management explains how to build a successful team in Indian wealth management market.
Anshu Kapoor, Head of Private Wealth Management at Edelweiss Global Wealth Management explains how the organisation is enhancing its wealth proposition.
Anshu Kapoor, Head of Private Wealth Management at Edelweiss Global Wealth Management talks about wealth solutions in the Indian wealth management market.