Hubbis is delighted to announce we will be hosting the 2022 HUBBIS DIGITAL WEALTH FORUM on - Tuesday 15th November at the Shangri-La Dubai

The event will feature our half-day-plus format to deliver the most efficient and engaging discussions and networking, beginning at 9.00am and ending at 1.00pm with Lunch for those that would like to stay.  

Very simply, the event will focus on the evolution of Digital and FinTech solutions for wealth managers in the Middle East.

Key elements of the event:

  • 3.5 hours CPD
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the digital solutions and wealth management community
  • 4 specialist presentations
  • 4 panel discussions
  • Networking coffee and refreshment breaks
  • Lunch for those who wish to stay


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

  • Wealth Leaders Perspective – Evolving the business in more challenging times
  • Reimagining Wealth: Empowering Relationship Managers
  • Why does the world need financial advisors?
  • The rise of digital platforms for investment and wealth management
  • The Evolution of the Client Expectations
  • Crypto Assets: What makes them valuable?
  • Digital Tools & Solutions to Facilitate the Rising Importance of Digital Assets in Wealth Management

 

Nov 15

HUBBIS DIGITAL WEALTH FORUM - Dubai 2022

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

Tim Searle

Globaleye

Damian Hitchen

Saxo Bank

Hans Diederen

Apollo Capital

Henri Arslanian

Nine Blocks Capital Management

Prashant Tandon

Lighthouse Canton

Gary Dugan

The Global CIO Office

Sudhir Marwa

Intellect Design Arena

Joy Li

ChainUp

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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Experience our latest event for yourself

Middle East Wealth Management Forum 2020

Shangri-La Dubai, United Arab Emirates

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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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

    Wealth Leaders Perspective – Evolving the business in more challenging times

    We all know of the global investment market dislocations taking place as inflation surges and interest rates are hiked in Europe and the US in particular. We all know how uncertain the world’s geopolitics are, not least as Russia continues its assault on Ukraine, but also amidst fears over China’s intentions towards Taiwan, North Korea’s unpredictability, and the potential dangers lurking should Iran become nuclear capable. And we can all see the dangers to society of collapsing real incomes, slumping profitability and declining consumer confidence.

    Yet at the same time, employment in the wealth management markets is still robust; indeed, there is a war for talent across the board, from front to back office, and with remuneration packages escalating even as revenues fall or perhaps look set to weaken further.

    Does this mean that digital transformation is being derailed, or does it mean that it is being prioritised as the wealth management community seeks to boost efficiencies and rein in costs? Many experts believe it is the latter case – that much discretionary spend is getting cut, but there is ongoing investment in digital transformation that will have a longer-term positive impact on costs and help improve the productivity of key RM and advisor talent, as well as improving predictability, reliability and scalability, including around DPM and Advisory-led wealth management.

    Chair

    Damian Hitchen

    Chief Executive Officer, MENA

    Saxo Bank

    Speakers

    Bassam Salem

    Senior Adviser

    McKinsey & Company

    Prashant Tandon

    Chief Executive Officer

    Lighthouse Canton

    Salman Haider

    Chief Executive Officer - Group Wealth Management

    Habib Bank

    Sudhir Marwa

    EVP and Business Head - Wealth and Capital Markets

    Intellect Design Arena

  • 9.40am

    Presentation - Reimagining Wealth: Empowering Relationship Managers

    Sudhir Marwa

    EVP and Business Head - Wealth and Capital Markets

    Intellect Design Arena

    • Current trends of the middle east wealth market
    • Roles of a Relationship Manager
    • What is most important when looking to improve RM productivity
    • Who we are and what we bring to the table to empower RMs
  • 10.00am

    Presentation - Why does the world need Wealth advisors?

    Damian Hitchen

    Chief Executive Officer, MENA

    Saxo Bank

    • Advisors and private wealth managers face an increasingly challenging external operating environment. What are the main challenges?
    • Which focus does the industry have on helping clients understand their investing mentality and emotional state over time as an investor? What is the risk of a product-focus game?
    • How can advisors become even more client-focused and create a better financial future for their clients?
    • What does the modern advisor’s digital toolset look like, and what should it look like? Digital communication throughout the investment life cycle, central portfolio management and AI are some of the new ways to provide investment advice or managed investment solutions.
  • 10.20am

    Panel Discussion - in partnership with Henley & Partners

    The Evolution of the Client Expectations and Advice

    Did the chicken or the egg come first? In the world of wealth management are digital technologies and solutions developing to reflect evolving client demand and expectations? Or are the solutions leading to greater client expectations? Well, the answer is probably a bit of both, rather like in the smart phone industry, as apps appear to cater to demand or to actually create new demand.

    This panel discussion will see our chosen experts zoom in on changing customer expectations in the wealth industry, especially as the older, founder generations either pass away, or pass more of their wealth to the second generation – who is increasingly comfortable with digital – or to the millennials and even younger generations, who are essentially digital natives.

    The experts will discuss how the Fintechs, and digital solutions providers are creating or adapting their products to cater to this sea change, and whether they are delivering the right solutions at the right speed to cater to these evolving demands.

    Of course, it is not only the end users – the private clients – who are availing themselves of these technologies. To deliver a more client-centric, efficient, and seamless service to clients, the banks and EAMs must improve the digital solutions available in-house for everything along the line, from back- to front-office. The proposition will fall flat if clients struggle to onboard digitally and rapidly, if they do not receive the right reporting on portfolios, and very importantly if they do not receive the right degree of client relevance and client focus from their RMs and advisors.

    At the heart of this discussion is the thesis that digital solutions and new approaches are both reacting to client expectations, but also moving ahead of those needs, thereby delivering a transformational offering to both the providers – the banks, EAMs and others – but also the clients themselves. This is of course especially vital as the younger generations emerge holding the keys to the family safes, and as the mass affluent wealth expands apace.

    Chair

    Philippe Amarante

    Head of Middle East

    Henley & Partners

    Speakers

    Gary Dugan

    Chief Executive Officer

    The Global CIO Office

    Tim Searle

    Chairman

    Globaleye

    Philip Rosenberg

    Managing Director and Head of Distribution - Middle East

    GAM Investments

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Panel Discussion - in partnership with Saxo Bank

    The rise of digital platforms and tools for investment and wealth management

    In the past several years, we have seen an explosion in digital transformation in the global wealth management industry, and nowhere more so than with the rise of digital execution technologies and platforms. Remote working practices that have emerged since 2020 have supercharged the thrust towards ‘smart’ access to financial services of all types and fast-forwarded the wealth management industry’s business models well beyond where they were expected to be today. At the core of these developments is the drive to provide seamless investment execution aligned with a far more personalised and relevant wealth management offering.

    In this panel discussion, our chosen experts will delve deeply into the evolution of advanced digital execution technologies and platforms as the wealth industry in Asia transforms itself and future focuses its business. They will debate the relative merits and state of progress at the private banks compared with external platforms. They will discuss the key trends taking place in terms of platforms globally and identify the biggest challenges and opportunities, especially as investors of all types demand greater access to a wider universe of asset classes and markets.

    They will also consider how the recent past since the pandemic has shaped the new normal, and they will lift the lid on what is coming next in the world of digital platforms that will further enhance execution and the broader wealth management offering in the region.

    Additionally, they will look at all this from the viewpoint of investment and scalability, debating the approaches the wealth market players should take, for example building their platforms from the ground up, or partnering with external partners and Fintechs.

    Chair

    Nicholas Wright

    Regional Head of Institutional Business

    Saxo Bank

    Speakers

    Rupert Searle

    CEO

    Globaleye

    Hamdan Khan

    Director, Wealth and Asset Management Consulting Leader

    EY

  • 12.15pm

    Presentation - Crypto Assets: What makes them valuable?

    Hans Diederen

    Executive Advisor (Asia)

    Apollo Capital

    • Are crypto assets similar in nature to established asset classes?
    • Smart contract platforms/ecosystems
    • Equity/bond/currency/commodity-like crypto assets
  • 12.30pm

    Panel Discussion - in partnership with Apollo Capital

    Digital Tools & Solutions to Facilitate the Rising Importance of Digital Assets in Wealth Management

    There are still plenty of sceptics amongst the private banks and Independent Wealth Managers (EAMs and MFOs), but for what is perhaps the majority today, digital assets are part of our collective futures. These banks and firms increasingly consider that their private clients should not only understand more about digital assets, but they should to some extent at least actively participate by building some exposures in order to understand more about buying, storing, custody, and, of course, the vicissitudes of market pricing and volatility. Why? Because there is more than a sporting chance that the future is populated by more and more digital assets of all types.

    This panel discussion, housed as it will be within the Digital Solutions event, will focus on the role of technology in enabling the digital assets revolution, and the importance of digital solutions in delivering those digital assets seamlessly to the end clients.

    In this panel, our experts will not be looking so much at the whys and wherefores of cryptocurrencies, tokenisation and fractionalisation of assets, but at how digital solutions and tools can help the wealth industry deliver the right types of services and advice around trading, custody, security, data, reporting, training and even compliance around this emerging segment of the wealth management markets globally.

    The reality is that digital assets will weather the current storms – even the cryptocurrencies that have been hit hard such as the bellwether Bitcoin are still trading at numerous multiples to level at which they traded only a few years ago. In this brave new world, it will pay to be well prepared and ahead of this game…

    Chair

    Hans Diederen

    Executive Advisor (Asia)

    Apollo Capital

    Speakers

    Henri Arslanian

    Co-Founder

    Nine Blocks Capital Management

    Joy Li

    Head of the Middle East

    ChainUp

    Oliver Linch

    Chief Executive Officer

    Bittrex Global

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Nov 15

HUBBIS DIGITAL WEALTH FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates

Speakers

Tim Searle

Globaleye

Damian Hitchen

Saxo Bank

Hans Diederen

Apollo Capital

Henri Arslanian

Nine Blocks Capital Management

Prashant Tandon

Lighthouse Canton

Gary Dugan

The Global CIO Office

Sudhir Marwa

Intellect Design Arena

Joy Li

ChainUp

Hamdan Khan

EY

Rupert Searle

Globaleye

Oliver Linch

Bittrex Global

Philip Rosenberg

GAM Investments

Bassam Salem

McKinsey & Company

Nicholas Wright

Saxo Bank

Marc-Andre Sola

1291 Group

Philippe Amarante

Henley & Partners

Salman Haider

Habib Bank

Nov 15

HUBBIS DIGITAL WEALTH FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates

Partners

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Nov 15

HUBBIS DIGITAL WEALTH FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates

Event Highlights

Hubbis is delighted to have hosted our THE HUBBIS DIGITAL WEALTH FORUM in Dubai on November 15, 2022.

Thanks to our partners: Intellect Design Arena, Saxo Bank, Wealtra, Apollo Capital, Henley & Partners, 1291 Group, GAM Investments

 

Content Highlights

Photos


Panel Discussions 

Panel discussion – Wealth Leaders Perspective – Evolving the business in ever challenging times

Panel Discussion The Evolution of the Client Expectations and Advice

Panel Discussion The rise of digital platforms and tools for investment and wealth management

Panel Discussion Digital Tools & Solutions to Facilitate the Rising Importance of Digital Assets in Wealth Management

 

Presentations

Reimagining Wealth: Empowering Relationship Managers
Sudhir Marwa, EVP and Business Head - Wealth and Capital Markets, Intellect Design Arena
View video of presentation


Why does the world need Wealth advisors?
Damian Hitchen, 
Chief Executive Officer, MENA, Saxo Bank
View video of presentation


Crypto Assets: What makes them valuable?
Hans Diederen, 
Executive Advisor (Asia), Apollo Capital
View video of presentation

 

Nov 15

HUBBIS DIGITAL WEALTH FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates