The state of the wealth management industry in the GCC, and in particular the evolution of carefully-planned and well-executed estate and succession planning, will be debated in depth at the January 28 Hubbis Digital Dialogue event. An erudite panel of experts will review the progress to date and opine on what steps must be made by both the authorities in the region and by the private sector to more fully set the wealth and legacy planning industry on the road to realise more of its full potential. And on what the private clients must do to expedite more optimal solutions.
Estate and succession planning solutions are certainly key areas for rising emphasis in the GCC, as the founder generations age and as the younger generations return from overseas armed with their Western education. For wealth management to thrive in the Middle East, there is accordingly no doubt that the quality of advice on investments, wealth structuring, and estate planning must improve; hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the industry can offer in order to keep their private clients engaged.
Which jurisdictions do GCC based clients prefer to utilise for their wealth planning and trust structures? Is the recent availability of common-law trust structuring through the DIFC, resulting in a boost for business there? Are wealthy clients remediating older structures, with the arrival of the CRS, economic substance and Mandatory Disclosure Rules, amongst other new regulations, and if so, what structures and concepts are in favour? How does life insurance fit into wealth and succession planning in the region these days? How well do the local wealth and advisory players fare compared with other leading international wealth management centres, and can the region keep its home-grown clients onshore? And can the Middle East also attract more international clients to its shores?
These and other fascinating topics will be covered in what will be a timely, lively and insightful discussion on January 28.
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Sunita Singh Dalal
Developments in Wealth Planning and Structuring, and Family Succession in the Middle East
- What are the developments we are seeing in the Middle East?
- How are client requirements changing?
- How are you making the most of these opportunities?
- What are the new regulatory and compliance challenges?
- How are you responding to legal changes?
- What are the most robust solutions for clients today?
- How are you collaborating with other professional services firms?
- Residency and Citizenship developments
- How are you connecting with other jurisdictions?
- Have there been any positive consequences from Covid-19?
- How is HNW Life Insurance developing in the Middle East?
- What insurance products are relevant and interesting to clients?
Founder & Chief Executive Officer
Regional Director, Client Solutions, EMEA
Asiaciti TrustSunita Singh Dalal
Stephenson HarwoodNirav Dinesh Kumar Shah
Founder and Managing Director
FAME AdvisoryAsher Noor
Chief Investment Officer
AlTouq GroupDominic Volek
Managing Partner, Member of the Executive Committee and Group Head of Private Clients
Henley & PartnersSerge Hediger
Co-Founder and Managing Partner
Sunita Singh Dalal
Henley & Partners
Nirav Dinesh Kumar Shah