We were delighted to host our Hubbis Middle East Investment Forum on March 15, 2022 in Dubai.
The event was sponsored by GAM Investments, Ping An of China Asset Management (Hong Kong), Saxo Bank and Hansard Global.
The agenda included presentations and panel discussion on the following topics:
- Finding opportunities in increasingly challenging and volatile markets
- Deep Dive: Navigating the Attractive Opportunities in China
- Middle East Private Wealth Leaders – Positioning for & Embracing Growth in the Post-Pandemic World
- How do you get safe and reliable income today?
- Curating portfolios, delivering advice and scaling the proposition
HUBBIS MIDDLE EAST INVESTMENT FORUM 2022
Ritz-Carlton DIFC, Dubai, United Arab Emirates

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Sivadeet Baruah
Oman Insurance

Salman Haider
Habib Bank AG Zurich

Philip Rosenberg
GAM Investments

Prashant Tandon
Lighthouse Canton

Nicholas Wright
Saxo

Graham Morrall
Hansard Global

Fadi Barakat
REYL Intesa Sanpaolo

Damian Hitchen
Saxo
Why you should attend Hubbis events

Experience our latest event for yourself
THAILAND WEALTH MANAGEMENT FORUM 2023
Ritz-Carlton DIFC, Dubai, United Arab Emirates
We were delighted to host our annual event in Bangkok on Wednesday May 24...
read moreGet involved in Hubbis events

-
8.30am
Registration
-
8.55am
Welcome Address
-
9.00am
Panel Discussion - Sponsored by Saxo Bank
Middle East Private Wealth Leaders – Positioning for & Embracing Growth in the Post-Pandemic World
- What is your vision for wealth management in the Middle East in a (hopefully) Post Covid-19 world?
- What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
- What is happening to the private client base in the Middle East, and how are clients’ needs and expectations changing?
- How are leaders in this industry enhancing their value proposition, products and service offering?
- Are they succeeding in becoming more client-centric, in boosting relevance, building more sustainable revenues and a more genuinely holistic offering?
- Are the banks managing to boost their advisory and DPM income, thereby reducing the weighting of the ad hoc, product-selling type revenues?
- Where are they in their digital transformation journeys, and what are the next destinations ahead?
- More generally, How will the competitive arena evolve in the coming several years? Are the leaders ready for those challenges?
- How are you evolving the quality and type of advice you offer to clients?
Chair
Speakers
Ayesha AbbasGM – Affluent, Head of Priority & Premium Banking, and Branch Network, UAE
Standard Chartered Bank
-
9.45am
Presentation - Finding opportunities in increasingly challenging and volatile markets
- Navigating uncertainties to generate positive returns
- Where to find the best opportunities in the credit markets
- Maximising Income while reducing risks
-
10.00am
Panel Discussion - Sponsored by GAM Investments
How do you get safe and reliable income today?
- What are the opportunities and challenges in the fixed income and credit markets?
- How do you deal with market volatility and higher inflation?
- How do you make the most of opportunities in private markets?
- What are the alternative sources of income?
- What’s the role of funds and ETF’s?
- Do you see an increasing opportunity to invest in digital assets and new types of investment (like private placements)?
Chair
Speakers
-
10.30am
Presentation - Deep Dive: Navigating the Attractive Opportunities in China
Carol WongManaging Director, Head of International Institutions, Head of Marketing and Investor Services, Institutional Business Development Department
Ping An of China Asset Management (Hong Kong)
- AI Multi-factor Enhanced A-shares Strategy helps to optimize a well-diversified equity portfolio.
- RMB Bonds provide high yields with low correlation to major asset classes.
- China Green Bonds are creating huge environmental and financial impact
-
10.45am
Panel Discussion - Sponsored by Ping An of China Asset Management (Hong Kong)
China: Investment Opportunities 2022 and Beyond
- What sort of exposures should Middle East clients have to China and why?
- Are China’s equity markets over-valued, fully valued or undervalued and why?
- Should private clients in Middle East be looking also at China’s vast fixed income markets, especially after the concerns over debts in the property sector?
- What is the outlook of RMB?
- How’s the progress of ESG investing in China? What are the best opportunities?
- Broadly, how should investors be positioning themselves for the next 2-5 years or even beyond? Onshore or Offshore? Alternative investments? And why?
Chair
Speakers
Carol WongManaging Director, Head of International Institutions, Head of Marketing and Investor Services, Institutional Business Development Department
Ping An of China Asset Management (Hong Kong)
-
11.15am
Refreshment & Networking
-
11.45am
Presentation - Future proof your client’s investment portfolio: using insurance bonds as an investment platform
- Insurance is an important part of the investment landscape
- Mobile individuals need flexible solutions
- Insurance is a robust and well-established environment for client wealth
-
12.15pm
Panel Discussion
Curating portfolios, delivering advice and scaling the proposition
- How are you curating portfolios today?
- What goes in the mix?
- How important is DPM? How are you developing the proposition? How can you scale it?
- What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher quality advice?
- How is assisted advisory developing? Where does the RM/Advisor fit into wealth management market in the future?
- What digital solutions are being introduced to enhance RMs skills, capabilities and productivity?
- Is the hybrid model the way forward for the upper segments of wealth?
- What digital solutions and tools are out there to help deliver the hybrid model for the HNW and upper segments of wealth in terms of delivery of optimised portfolio allocation and advice?
- What is hyper-personalisation in wealth management, and how can it be attained?
- Is enough being done by the technology providers and the top management to help the RMs and advisors become engaged with the digital solutions and tools at their disposal?
Chair
Speakers
-
13.00pm
Lunch & Networking
-
14.00pm
Forum End
HUBBIS MIDDLE EAST INVESTMENT FORUM 2022
Ritz-Carlton DIFC, Dubai,United Arab Emirates


Sivadeet Baruah
Oman Insurance

Salman Haider
Habib Bank AG Zurich

Philip Rosenberg
GAM Investments

Prashant Tandon
Lighthouse Canton

Nicholas Wright
Saxo

Graham Morrall
Hansard Global

Fadi Barakat
REYL Intesa Sanpaolo

Damian Hitchen
Saxo

Carol Wong
Ping An of China Asset Management (Hong Kong)

Dr. Nick Xiao
Hywin International

Salman Bajwa
Bank of Singapore

Ayesha Abbas
Standard Chartered Bank

Gregoire Mivelaz
GAM Investments

Tim Searle
Globaleye

Ramzi Khleif
StashAway

Oliver Kettlewell
Mashreq
HUBBIS MIDDLE EAST INVESTMENT FORUM 2022
Ritz-Carlton DIFC, Dubai,United Arab Emirates

HUBBIS MIDDLE EAST INVESTMENT FORUM 2022
Ritz-Carlton DIFC, Dubai,United Arab Emirates

We were delighted to host our Middle East Investment Forum in Dubai. Over 150 CEOs, COOs, CIOs, senior management, asset managers, and advisers attended – from a mix of Private Banks, Retail banks, IFAs, Family Offices, Insurance Companies, Asset Management Firms and other Independent Wealth Management Firms.
Thank you to our event partners: GAM Investments, Hansard Global, Ping An of China Asset Management (Hong Kong) and Saxo Bank.
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].
Please Click here to access the photos from the forum.
HUBBIS MIDDLE EAST INVESTMENT FORUM 2022
Ritz-Carlton DIFC, Dubai,United Arab Emirates