Hubbis is delighted to announce we will be hosting the 2023 HUBBIS WEALTH SOLUTIONS FORUM (Dubai) on Wednesday 20th September.

Very simply, the event will focus on the evolution of Estate Structuring & Wealth Solutions for private clients in the UAE and more broadly in the Middle East, as well as the rise of the UAE as a wealth management centre for clients from across the globe.

Key elements of the event:

  • 6 specialist presentations and workshops
  • 5 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Insurance Companies, Fiduciary Services Firms & Trustees, Lawyers, Consultants and others…
  • 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
  • Networking coffee and refreshment breaks
  • And…the event will qualify for 5 hours of CPD


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

  • What are the UAE’s key areas of focus and key strengths as a developing regional and also global centre for wealth management solutions & structuring?
  • Who are the clients the UAE is serving today and, in the future, and why?
  • Global Wealth Structuring Trends and the Middle East; how the region is handling the evolving art & science of smart estate & legacy planning and wealth structuring.
  • How can the UAE wealth management industry relate wealth structuring solutions to their core activities, and make the most of this opportunity with their clients?
  • Wealth solutions & the rise of the Family Office.
  • The development of the fiduciary and also professional services ecosystem in the UAE.
  • What role does investment migration play in robust wealth solutions?
  • How does HNW Insurance increasingly factor into the conversations and solutions today?


And to give you even more understanding of what you can expect from the 2023 event, you can CLICK HERE to view the Agenda and Speakers from our very successful 2022 event. And CLICK HERE to view selected reports from the 2022 Forum.

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2023

Shangri-La Dubai, United Arab Emirates

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Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Dominic Volek

Henley & Partners

Tim Denton

Habib Bank AG Zurich

Ismael Hajjar

PwC

Karim Ghandour

Legacy Line Family Office

Nikolaos Koutsoukos

SingAlliance

Philip Story

Investors Trust

Tan Woon Hum

Shook Lin & Bok

Lee Woon Shiu

DBS Private Bank

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

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Agenda

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2023

Shangri-La Dubai,United Arab Emirates

REGISTER
Speakers

Dominic Volek

Henley & Partners

Tim Denton

Habib Bank AG Zurich

Ismael Hajjar

PwC

Karim Ghandour

Legacy Line Family Office

Nikolaos Koutsoukos

SingAlliance

Philip Story

Investors Trust

Tan Woon Hum

Shook Lin & Bok

Lee Woon Shiu

DBS Private Bank

Sunita Singh-Dalal

Hourani & Partners

Alastair Glover

Trowers & Hamlins

Philipp Piaz

Finaport

Arjun Mittal

Abbey Road Investment

Zac Lucas

Spencer West

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2023

Shangri-La Dubai,United Arab Emirates

REGISTER
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Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2023

Shangri-La Dubai,United Arab Emirates

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Summary

Setting the Scene for the 2023 Forum

Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, and perhaps especially sensitive in some parts of the Middle East. The September 20 Hubbis Wealth Solutions Forum (Dubai) will see an erudite group of expert speakers review the state of the wealth management industry in the region, and in particular survey the evolution of carefully planned and well-executed wealth, estate and succession planning and structuring, all from the perspective of the engagement with the client base and the nurturing of the right types of discussions around these important subjects.

The mission is to help unravel the nuances of the right approaches, and how the wealth industry and associated advisors can encourage private clients in the region to adopt the best products, solutions and structures to safeguard and build their investible wealth in their lifetimes, as well as to help facilitate the transition of their estate to their loved ones later on.

Estate and succession planning & solutions are certainly key areas for rising emphasis in the UAE, as the founder generations in the region age and as the younger generations return from overseas armed with their Western education. Moreover, the UAE is developing its wealth management, fiduciary and professional services skills and focus, in order to build its reputation as both a regional and indeed global centre for wealth structuring and solutions. How is that developing and what else is needed in the future, and why?

For wealth management to thrive in the UAE, there is accordingly no doubt that the quality of advice on investments, wealth structuring, and estate planning must all improve; hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the broad remit of the wealth industry and professional services and fiduciary firms can offer in order to keep their private clients engaged, and well organised.

Join us on September 20 for what will be an insightful, informative, and thought-provoking event. And remember, to give you even more understanding of what you can expect from the 2023 event, you can CLICK HERE to view the Agenda and Speakers from our very successful 2022 event. And CLICK HERE to view selected reports from the 2022 Forum.

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2023

Shangri-La Dubai,United Arab Emirates

REGISTER