We were delighted to host our inaugural Wealth Solutions Forum in Dubai.
Thanks to our partners:
- 1291 Group
- British and Malayan Trustees Limited
- Henley & Partners
- Saxo Bank
- Trident Trust
- Utmost Wealth Solutions
The 2022 Asian Wealth Solutions Forum covered the following topics:
How is the UAE positioning itself as a wealth management centre?
- Working and Living in the UAE
- Wealth Structuring Trends
- Middle East and Asia – complementary or competing?
- UHNW Business Families – exploring the options in this region
- The needs of wealthy Families legacy and succession planning
- Residency & Citizenship – Tracking Key Trends
- How to have a conversation with clients around sensitive family issues
- New tax developments of relevance to you and your clients
- The potential role of HNW insurance in the mix
- What are the practical considerations for HNW clients in wealth protection and transfer?
HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022
Shangri-La Dubai, United Arab Emirates

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Marc-Andre Sola
1291 Group

Dr. Bhaskar Dasgupta
APEX Group

Arjun Mittal
Abbey Road Investment

Izabella Szadkowska
Al Tamimi & Company

Hans Diederen
Apollo Crypto

Shadi Alnasr
BNY Mellon Wealth Management

Asghar Abid
Bank of Singapore

Irene Lee
British and Malayan Trustees
Why you should attend Hubbis events

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HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023
Shangri-La Dubai, United Arab Emirates
Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...
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8.30am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion - in partnership with Saxo Bank
How is the UAE positioning itself as a wealth management centre?
- What is the current state of the UAE wealth management market, and what are the key advantages it offers regional and global clients?
- Can UAE compete effectively with Singapore / Switzerland as a go-to centre for single-family offices and UHNW clients? And if so, how?
- How is the opportunity developing for regional wealth managers? How about firms from Asia and globally?
- Are there any issues to further growth? Talent / cost / bandwidth?
Chair
Speakers
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9.30am
Presentation - How can a Wealth Protection Plan help you navigate the many challenges today?
In today‘s world UHNW families are exposed to many challenges that potentially destroy their wealth - global fiscal controls, international transparency, cross boarder regulations and political uncertainty – to name a few. As Professionals we face overwhelming legal and reputational risks, How can a solid Wealth Protection Plan help overcome these issues?
- What does Wealth Protection Planning mean?
- How does a great Wealth Protection Plan help clients and Professionals!
- What solutions are available and how are they different?
- What are the highlights of the most complete Wealth Protection Plan?
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9.50am
Presentation - Expatriate Tax Planning - Mitigating Re-Entry Shock
A major attraction to life in the UAE is the ability to live tax-free. As a result of this, many expatriates overlook tax planning in the belief that it is not relevant to them. However, ignoring tax planning sets the expatriate up for “re-entry shock” should they retire back home without considering the tax aspect. Using key expatriate market segments (UK, India, South Africa and Australia), this session will focus on tax planning for expatriates or those thinking of retiring in these jurisdictions. The session will address:
- An overview of the tax systems in core expatriate jurisdictions
- How it applies to investments, pensions and wealth planning
- Where does Private Placement Life Insurance structuring fit in and why is it popular with expatriates?
- How does PPLI complement trust and estate planning?
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10.10am
Presentation - UAE continues to attract private wealth clients and advisers
- Latest insights across the spectrum
- The Equilibrium of lifestyle and investment – a case study
- The fight for financial capital continues to rise in the region
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10.30am
Panel Discussion - in partnership with Henley & Partners
Working and Living in the UAE
- Ease of residency and doing business coupled with world class education, healthcare and housing enables individuals to secure a lifestyle that makes the UAE an attractive place to reside. Who is arriving and why?
- How did covid change clients thinking around mobility and living choices? How did UAE benefit and embrace this opportunity?
- What are different visa options that clients have? Do clients get confused? Which is best? And how attractive have remote working visas been?
- How attractive has it become for specific sectors like Family Offices or Digital Assets?
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Panel Discussion - in partnership with 1291 Group
Wealth Structuring Trends
- How is the role of estate and legacy planning changing today?
- What are the moving parts – and how do you co-ordinate the best solution for clients?
- What are the pitfalls and consequences of not doing it properly?
- What do UHNW clients expect of their advisers and the professional services firms they work with?
- What are the multi jurisdiction solutions you can use today?
- What are the differences between structuring for the first generation and the next gen?
- What’s the role of HNW Insurance in legacy planning and tax optimisation?
- How is proposed Corporate tax and increased compliance likely impact the UAE as jurisdiction?
Chair
Speakers
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12.00pm
Panel Discussion
Middle East and Asia – complementary or competing?
- Do you need a foot in both camps and if so why?
- Why are we seeing more interest from Asian wealth managers building a platform in UAE?
- Singapore vs UAE - both centres have political stability, neutrality, world class infrastructure and a positive regulatory framework. So what are the pluses and minuses of each?
- How does the wealth community deliver advice and structures across multiple jurisdictions?
- Is there an opportunity to create a niche to service MENA investors out of Singapore/HK?
- Are there specific MENA investment opportunities attractive for Asian wealth managers and Asian investors?
- How do Indian clients consider their options
Chair
Speakers
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12.30pm
Presentation - DIFC Foundations – Succession planning for the next generation
- Key elements of a DIFC Foundation
- Comparison to a Trust or Will
- Benefits of setting up a DIFC Foundation
- Global Wealth Structure - working example
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12.45pm
Panel Discussion
UHNW Business Families – exploring the options in this region
- Why are UHNW families exploring options to establish a family office in the Middle East?
- What must they consider when executing and / or structuring their wealth in this region?
- Setting up a Single – or Multi-Family Office – What are the options? In UAE and elsewhere?
- What’s the process they follow?
- Why are we seeing so much demand?
- What have the regulators/authorities been doing to widen the appeal of the UAE?
Chair
Speakers
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1.15pm
Lunch & Networking
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2.00pm
Forum Ends
HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022
Shangri-La Dubai,United Arab Emirates


Marc-Andre Sola
1291 Group

Dr. Bhaskar Dasgupta
APEX Group

Arjun Mittal
Abbey Road Investment

Izabella Szadkowska
Al Tamimi & Company

Hans Diederen
Apollo Crypto

Shadi Alnasr
BNY Mellon Wealth Management

Asghar Abid
Bank of Singapore

Irene Lee
British and Malayan Trustees

Vikas Jaidka
DBS Private Bank

Nirav Dinesh Kumar Shah
FAME Advisory DMCC

Tim Denton
Habib Bank AG Zurich

Dominic Volek
Henley & Partners

Philippe Amarante
Henley & Partners

Sunita Singh-Dalal
Hourani & Partners

Bijal Ajinkya
Khaitan & Co

Ismael Hajjar
PwC

Damian Hitchen
Saxo

Tan Woon Hum
Shook Lin & Bok

Sunita Singh Dalal
Stephenson Harwood

Gary Dugan
The Global CIO Office

Dave Lange
Trident Trust

Alastair Glover
Trowers & Hamlins

Brendan Harper
Utmost Wealth Solutions
HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022
Shangri-La Dubai,United Arab Emirates