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We live in a world of increasingly complex and pervasive regulation and increasing scrutiny from the tax and other authorities across the globe. Accordingly, offering the right advice to private clients to either formulate new wealth structures or to remediate their older structures is especially complex these days. There is today a more compelling argument to construct or adapt a combination of onshore, mid-shore and also offshore structures, but for banks and independent wealth management firms to construct and deliver the right advice with a genuine multi-jurisdictional perspective requires great expertise, as well as the ability to leverage relationships across the world of professional services, from trustees to lawyers, tax advisors, accountants, life insurance experts, investment migration experts, offshore IFCs and many more.

Asia is certainly a region of immense opportunity in these areas. The older/founder generations holding so much of the ‘older’ wealth and traditional businesses are passing on vast swathes of wealth to the second and third generations, even beyond. There are more and more wealthy and uber-rich entrepreneurs across the region, with new multi-millionaires and billionaires being minted at an incredible rate in countries such as India, China, Vietnam and elsewhere. Many of the younger generations are returning from overseas armed with their Western education and plans for the future, ready both to inherit this vast wealth, or to build the enterprises to create tomorrow's economic dynamism. For all of these different generations and no matter what their background or education, well imagine and devised wealth structuring is absolutely essential today.

The Hubbis Digital Dialogue of October 28 will focus on these key issues, covering the curation and adaptation of optimal wealth structures, as well as robust estate and succession planning solutions, all key areas of rising prominence for forward-thinking private clients in Asia.

Oct 28

Delivering Advice and Relevant Structures Across Multiple Ju...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Dominic Volek

Henley & Partners

Andy Robinson

WE ARE GUERNSEY

Michael Olesnicky

Baker McKenzie

Zac Lucas

Spencer West

Paul Knox

JP Morgan Private Banking

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Event Agenda
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  • 15.00pm

    Delivering Advice and Relevant Structures Across Multiple Jurisdictions

    • What are some of the key developments we are seeing in wealth structuring around the world and how relevant are these to Asia’s private clients?
    • What types of clients are creating or remediating wealth structures in the region, and why?
    • What are the qualities and characteristics of the private banks or IAMs or family offices that are today able to deliver such expert advice to clients with a multiple jurisdiction perspective? And who do they partner with?
    • What are the key trends and what are the key advantages and disadvantages regarding the use of onshore, mid-shore or offshore wealth structures?
    • Offshore jurisdictions still have a major role to play, but which types of IFCs are private clients working with these days, and why?
    • Is the age-old trust structure still viable, and how should these be used as part of smart wealth structuring in this day and age?
    • How do bankers and advisors work effectively with other professionals (lawyers, tax advisors, accountants, trustees, migration specialists and others) to deliver the best advice to their clients?
    • Global mobility often goes hand-in-hand with the development or adaptation of wealth structures for individuals and families, so what are the key trends today, and which countries or regions are Asia’s private clients focusing on most actively, and why?
    • Where do life insurance solutions fit into the overall landscape of wealth structuring today, and what are some of the better solutions, and how do bankers and advisors help clients understand and take up these opportunities?
    • Given the latest Pandora Papers revelations, should private clients be especially wary of wealth structures, and of course the ability to maintain privacy, especially in offshore jurisdictions?
    • What sort of training, education and expertise is required for any RMs or advisors to be able to handle these types of complex issues?
    • What’s the role of Migration, Citizenship and Residency planning?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    Paul Knox

    Managing Director

    JP Morgan Private Banking

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Michael Olesnicky

    Senior Consultant, Tax & Wealth Management

    Baker McKenzie

    Andy Robinson

    Business Development Consultant

    WE ARE GUERNSEY

  • 16.00pm

    Webinar Ends

Oct 28

Delivering Advice and Relevant Structures Across Multiple Ju...

3.00pm - 4.00pm HKT/SGT

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Speakers

Dominic Volek

Henley & Partners

Andy Robinson

WE ARE GUERNSEY

Michael Olesnicky

Baker McKenzie

Zac Lucas

Spencer West

Paul Knox

JP Morgan Private Banking

Oct 28

Delivering Advice and Relevant Structures Across Multiple Ju...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Oct 28

Delivering Advice and Relevant Structures Across Multiple Ju...

3.00pm - 4.00pm HKT/SGT

REGISTER