Hubbis is delighted to announce we will be hosting the next Hubbis Wealth Solutions Forum in Hong Kong on Wednesday 23rd October, 2024 from 9.00am to 2.00pm.
The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging presentations, workshops, panel discussions and networking, beginning at 9.00am and ending at 2.00pm after lunch (for those that would like to stay).
To give a simple overview, the Hubbis Wealth Solutions Forum in Hong Kong for 2024 is poised to address the changing dynamics of wealth management from a wealth solutions and planning perspective. This time around, we are concentrating on new trends in legacy and estate planning, underscoring the impact of contemporary tax policies and the evolution of family office structures. The forum will also cover the transformation of wealth management tools to navigate and preserve wealth again present economic challenges, including market volatility, socioeconomic swings, and digital asset fluctuations. We shall explore the shifting concerns and expectations of high-net-worth clients, the need for personalised wealth and succession planning, the integration of advanced technologies for effective wealth transfer, and strategies for managing the global mobility of wealthy families. Additionally, the event will highlight the significance of maximising partnerships in advisory services, embracing product innovation, customer experience, and ESG mandates. Lastly, we will examine strategies to maintain Hong Kong's competitive edge as a leading wealth hub in Asia.
These are some of the key topics that will be covered in the Forum:
- New trends in legacy and estate planning in 2024 - A look at the evolving art of wealth management, including the impact of modern tax policies, family office setups, and charitable planning strategies in the current economic environment.
- A deep dive into how wealth management tools are transforming to meet modern challenges, such as market volatility, rising interest rates, inflation, and digital asset turmoil.
- High-net-worth clients' concerns and expectations in 2024.
- Reshaping wealth and succession planning: The increasing need for theme-driven portfolio construction and the role of personalisation in client interactions.
- Facilitating effective wealth transfer to future generations, and the importance of integrating advanced technologies to enhance client experience.
- Exploring portable solutions for increasingly mobile wealthy families in a more globalised world.
- Maximising partnerships in advisory services, and the place of product innovation, customer experience, and ESG mandates in driving growth & addressing new industry challenges.
- Maintaining Hong Kong's competitive edge as a wealth hub, and riding the burgeoning wave of family offices.
To give you even more understanding of what you can expect from the 2024 event, you can CLICK HERE to view the event summary of our very successful 2023 forum.
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HUBBIS WEALTH SOLUTIONS FORUM - HONG KONG 2024
Island Shangri-La,Hong Kong
Richard Grasby
Appleby
Lee Woon Shiu
DBS Private Bank
Denise Ng
Henley & Partners
Dr. Nick Xiao
Hywin International
Paul Knox
J.P. Morgan Private Bank
Vivian Hu
Leo Wealth
On Wai Lau
Pictet
Tan Woon Hum
Shook Lin & Bok
Zac Lucas
Spencer West LLP
Wei Kang
Stephenson Harwood
Clifford Ng
Zhong Lun Law Firm
HUBBIS WEALTH SOLUTIONS FORUM - HONG KONG 2024
Island Shangri-La,Hong Kong
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HUBBIS WEALTH SOLUTIONS FORUM - HONG KONG 2024
Island Shangri-La,Hong Kong
Setting the Scene for the 2024 Hubbis Wealth Solutions Forum in Hong Kong
The 2024 Hubbis Wealth Solutions Forum in Hong Kong is set to delve into the transformative and innovative world of curating relevant wealth solutions and wealth planning solutions for Asia's HNWI and UHNWIs.
The event will address key trends and challenges faced by the industry in 2024, delving into the evolving aspects of legacy and estate planning, including modern tax policies, family office structures, and strategic charitable planning, all within the context of increasing complexity in family wealth management. It will also examine how wealth management tools are adapting to challenges such as fee pressure, economic volatility, and digital transformation. The forum will address the shifting needs of high-net-worth clients, particularly in the realm of alternative investments like private equity and real estate. A significant emphasis will be on the digital transformation in the sector, reshaping wealth and succession planning with a focus on personalization, and the integration of advanced technologies in wealth transfer. The event will explore solutions for the global mobility of wealthy families and strategies to maximize advisory service partnerships, with a particular focus on product innovation and ESG mandates. Additionally, it will discuss maintaining Hong Kong's position as a leading wealth management hub.
Overall, the forum aims to equip professionals with insights and tools for effective navigation in the rapidly changing landscape, both globally and regionally.
These are some of the key topics that will be covered in the event:
- New trends in legacy and estate planning in 2024 - A look at the evolving art of wealth management, including the impact of modern tax policies, family office setups, and charitable planning strategies in the current economic environment.
- A deep dive into how wealth management tools are transforming to meet modern challenges, such as market volatility, rising interest rates, inflation, and digital asset turmoil.
- High-net-worth clients' concerns and expectations in 2024.
- Reshaping wealth and succession planning: The increasing need for theme-driven portfolio construction and the role of personalisation in client interactions.
- Facilitating effective wealth transfer to future generations, and the importance of integrating advanced technologies to enhance client experience.
- Exploring portable solutions for increasingly mobile wealthy families in a more globalised world.
- Maximising partnerships in advisory services, and the place of product innovation, customer experience, and ESG mandates in driving growth & addressing new industry challenges.
- Maintaining Hong Kong's competitive edge as a wealth hub, and riding the burgeoning wave of family offices.
To give you even more understanding of what you can expect from the 2024 event, you can CLICK HERE to view the event summary of our very successful 2023 forum.