Hubbis is delighted to announce we will be hosting the HUBBIS HNW INSURANCE SUMMIT – DUBAI – on Wednesday 3rd May 2023 – 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). 

Very simply, the event will focus on the evolution of specialist HNW Life Insurance and related investment solutions for wealthy private clients in the Middle East, and how the wealth management industry can work with the insurers, specialist brokerage firms, lawyers and tax advisers,  to deliver the right levels of information and advice to help private clients in this growing and very important field.

Key elements of the event:

  • 5 specialist presentations
  • 4 panel discussions
  • A unique get-together enabling delegates to meet with 150+ leading wealth management practitioners from local, regional and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Insurance Companies, Lawyers, Tax Advisers and others…
  • An unprecedented opportunity to hear from more than 15 local and international speakers who are well-known experts in the life insurance sector, in private banking and in the EAM community in the Middle East and further afield, specialists in estate and legacy planning/solutions as well as lawyers, consultants and others associated with the broader life solutions and wealth management communities.
  • Networking coffee and refreshment breaks.
  • Lunch for those who wish to stay.
  • And…the event will qualify for 3.5 hours of CPD.
     

These are some of the key topics that will be covered in the Summit:

  • How does the wealth management industry work with the insurers, brokers and other experts to help their clients with insurance and wealth & legacy planning?
  • How is this opportunity developing within the UAE - especially as the wealth management proposition continues to develop.
  • The full scope of HNW Life Insurance and what it can achieve.
  • Insurance as a key tool within wealth planning & structuring for wealthy Families.
  • The evolution of demand for HNW Life Insurance in the Middle East
  • What are the key products within HNW Insurance and how do they work?
  • Key considerations for private clients when considering HNW Insurance
  • Use cases for PPLI and other policy types.
  • Financing Premiums and Policies, and the Role of Leverage amidst Rising Rates.
  • Relevant Tax and regulatory developments.
     

This is a new Middle East event for Hubbis in 2023, and we are creating this out of sponsors and market demand. To give you even more understanding of what you can expect from the 2023 event, you can click this link to view the Agenda and Speakers from our very successful 2022 event we hosted in Singapore. ( CLICK HERE)

 

 

May 3

HNW INSURANCE SUMMIT - Dubai 2023

Shangri-La Dubai, United Arab Emirates

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Marc-Andre Sola

1291 Group

Priyanka Roy Jivani

1291 Group

Reggie Mezu

Baker McKenzie

Simon Price

DIFC Insurance Association

Nirav Dinesh Kumar Shah

FAME Advisory DMCC

Louis D. Zuckerbraun

Geneva International Insurance

Tim Denton

Habib Bank AG Zurich

Philippe Amarante

Henley & Partners

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    Creating value for clients as they consider their legacy

    • What is the current state of the UAE private wealth management market, and what are the key advantages it offers regional and global clients?
    • What are some of the regulatory and proposition updates to consider?
    • What do UHNW clients expect of their advisers and the professional services firms they work with?
    • What are the consequences of setting up a Family office in the UAE? What are the issues to be aware of? What are the other options in the MIddle East? How will these develop?
    • What are the challenges? What else needs to be improved to make this an effective and sustainable proposition?
    • What are the other trends we are seeing and expectations for 2023?
    • Where are these UHNW Families coming from? What are the typical differences between a family from different geographies and their expectations?
    • How is HNW Life Insurance developing in the UAE?

    Chair

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

    Speakers

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

    Ismael Hajjar

    Partner, Entrepreneurial Private, Business, Family Office Services - Middle East

    PwC

    Alastair Glover

    Partner - Private Wealth

    Trowers & Hamlins

  • 9.30am

    Presentation - What are the HNW Life Insurance Options?

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

    • How do you choose? - Whole Life, Term Life, UL, VUL, IUL and PPLI.
    • More product choice is confusing – how can we present the right opportunities to clients today?
    • How important is the relationship between HNW Insurance and Tax planning?
    • What Trends are you seeing within Life Insurance?
    • What differences are you seeing between the needs of European clients’ and Clients in the middle East?
  • 10.00am

    Presentation - Wealth & Succession Planning in an Increasingly Uncertain World

    Jeremy Young

    Chief Commercial Officer

    Transamerica Life (Bermuda)

    • Will the actual outcome equal the planned outcome? Have you considered all the variables when you choose the right insurance solution?
    • What happens as the family changes and evolves? Is the original insurance policy still relevant?  What do you do now?
    • Where does succession planning governance fit into the review process? And who has this responsibility? Who are the key stakeholders in this discussion?
  • 10.30am

    Panel Discussion

    Wealth Solutions and Insurance – navigating your way through a complicated maze

    • What trends do you see in the HNW Insurance market?
    • How does increased interest rates impact product choice?
    • How does Citizenship and Residency affect the conversation and options?
    • Is Life Insurance compatible with Sharia law?
    • How to start the wealth solutions / HNW Insurance discussion and why is this increasingly important?
    • How can this be a win for you and your clients?
    • Suitability / tax / transparency – what are all the challenges we must consider?
    • In a more competitive environment – how do we differentiate ourselves?
    • How does insurance and a family office potentially blend together?
    • How should you use trust structures when considering insurance solutions?

    Chair

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

    Speakers

    Philippe Amarante

    Managing Partner, Head of Dubai and Pakistan

    Henley & Partners

    Nirav Dinesh Kumar Shah

    Founder and Managing Director

    FAME Advisory DMCC

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

    Reggie Mezu

    Special Counsel

    Baker McKenzie

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - How to serve UHNW clients via PPLI

    Louis D. Zuckerbraun

    Managing Director

    Geneva International Insurance

    • PPLI and its mechanics
    • Market and legal considerations
    • Geneva International advantages
  • 12.00pm

    Panel Discussion

    How can you present HNW Insurance to help meet client needs?

    • One of the issues with Life Insurance is that everyone (providers and brokers) focus on products – apart from the client, who thinks about their actual needs. To what extent must this change?
    • What are the actual needs of clients, and why do they need wealth solutions and HNW Insurance anyhow?
    • Is there a need for liquidity in succession planning? Do clients have cash available for issues like inheritance tax? Mortgages? Loans? Etc.
    • How does HNW Insurance need to be structured as part of a holistic wealth and legacy planning strategy?
    • How important is after sales service in Life Insurance? How are policies monitored in the long term?

    Chair

    Jeremy Young

    Chief Commercial Officer

    Transamerica Life (Bermuda)

    Speakers

    Simon Price

    CEO

    DIFC Insurance Association

    Priyanka Roy Jivani

    Partner

    1291 Group

    Tim Denton

    Executive Vice President, Head of Wealth Structuring

    Habib Bank AG Zurich

  • 12.30pm

    Presentation - Introduction to Knighthead Annuity

    Robert Chan

    Vice President, Business Development

    Knighthead Annuity & Life Assurance Company

    John Harrell

    Executive Vice President - Head of Sales and New Business

    Knighthead Annuity & Life Assurance Company

    • Why Annuities?
    • Benefits of a Cayman Islands based Annuity with US Asset Manager
    • Predictable Fixed Income
  • 1.00pm

    Lunch & Networking

  • 2.00pm

    Forum Ends

May 3

HNW INSURANCE SUMMIT - Dubai 2023

Shangri-La Dubai,United Arab Emirates

Speakers

Marc-Andre Sola

1291 Group

Priyanka Roy Jivani

1291 Group

Reggie Mezu

Baker McKenzie

Simon Price

DIFC Insurance Association

Nirav Dinesh Kumar Shah

FAME Advisory DMCC

Louis D. Zuckerbraun

Geneva International Insurance

Tim Denton

Habib Bank AG Zurich

Philippe Amarante

Henley & Partners

Robert Chan

Knighthead Annuity & Life Assurance Company

John Harrell

Knighthead Annuity & Life Assurance Company

Ismael Hajjar

PwC

Jeremy Young

Transamerica Life (Bermuda)

Alastair Glover

Trowers & Hamlins

May 3

HNW INSURANCE SUMMIT - Dubai 2023

Shangri-La Dubai,United Arab Emirates

Partners

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May 3

HNW INSURANCE SUMMIT - Dubai 2023

Shangri-La Dubai,United Arab Emirates