We were delighted to host our  2nd annual event focused on the middle east in Dubai. Over 200 senior individuals attended – including leading compliance professionals from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and advisers from the industry.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].



Event Summary - Preparing Middle East portfolios for a challenging 2017

Investors in the Middle East should factor in these risks and seek more portfolio diversity, according to speakers at the annual Hubbis Middle East Wealth Management Forum 2017 in Dubai.  Perhaps the biggest risk in 2017 for Middle East investors will be the concept of not being invested. 





You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.



Click on each headline to view the web versions of these – from which you can also access the PDFs.

Panel Summary - Taking wealth management forward in the Middle East
There is a need for firms to focus on building modern, digital-friendly platforms where better-trained advisers consistently act and behave in their clients’ best interests. This assumes the regulatory agenda in each market doesn’t stifle the opportunities for growth.

Panel speakers
Rajesh Malkani,
Head Private Banking & Wealth Management, Mashreq Bank
Gautam Duggal, Regional Head of Wealth Management, AME, Europe & Head of Wealth Management UAE, Standard Chartered Bank
Daffer Luqman, Executive Vice President, Abu Dhabi Islamic Bank
Cedric Lizin, Head of Wealth Management, Middle East, Africa & Japan, Barclays
Jamal Al Kishi, Chief Executive Officer, Middle East & Africa, Deutsche Bank
Dr Angelo Venardos, TEP, IBF Fellow, Managing Director, Equiom Group


Panel Summary - An advisory proposition to enhance client engagement
Despite challenging market conditions, coming up with actionable ideas to assist bankers and end-clients is something which can help firms differentiate the quality of their advisory capabilities and capacity.

Panel speakers
Appul Jaisinghani, Head of Investment Funds, Emirates NBD
Shiraz Habib, Head of Investment Products & Solutions, National Bank of Abu Dhabi
Deepak Ahuja, Director, Wealth Management, Bancassurance & Mortgages, RAKBANK
Gifford Nakajima, Head of Wealth Development - UAE and MENA, HSBC Bank


Panel Summary - How to evolve the IFA proposition in the Middle East
Imminent regulatory change in the UAE bodes well for the appeal – and development – of the wealth management industry and a broader range of products and services.

Panel speakers
Timothy Searle,
Chairman, Globaleye
Sean Kelleher, Chief Executive Officer, Mondial
Chris Ferguson, Chief Executive Officer, Credence



Priorities to grow Middle East wealth management

Three factors affecting fund industry growth in the Middle East

A roadmap for distribution success in the Middle East

Why fund houses struggle to expand in the Middle East

Enhancing client engagement in the Middle East

How to increase fund penetration in the Middle East

Finding the right building blocks for Middle East portfolios