Hubbis is delighted to announce we will be hosting the Hubbis Wealth Solutions Forum in Dubai for 2024 on Wednesday 11th September 2024 - 9.00am to 2.00pm.
Very simply, the event will focus on the evolving landscape of wealth solutions and planning tools, fostering the most suitable outcomes for the region’s ultra wealthy, a timely discussion considering the fact that Asia is on the cusp of what has been described as one of the greatest wealth transfers ever witnessed.
These are some of the key topics that will be covered in the Summit:
- What strategies are needed to adapt to clients' evolving demands? How are client expectations changing, and how can practitioners meet these requests?
- What does effective estate and succession planning for aging founder generations look like?
- What steps are necessary to enhance the quality of wealth structuring, and estate planning advice? What are the questions that should be asked?
- How can private wealth management firms provide valuable next-generation advisory services?
- In what ways can advisory propositions be recalibrated and internal capabilities enhanced to suit each generation? How can this be determined before the wealth transfer occurs to keep AuM with the same firm?
- What is required to shift from a sales-based to an advisory-based approach in wealth management, and how does this promote client longevity with the same firm?
- Are wealthy clients more comfortable with paying for advice?
- How can challenges in talent recruitment, management, and resistance to change, be effectively addressed to ensure better client servicing?
To give you even more understanding of what you can expect from the 2024 event, you can CLICK HERE to view the event summary of our very successful 2023 forum.
HUBBIS WEALTH SOLUTIONS FORUM – DUBAI 2024
Intercontinental Dubai Festival City, United Arab Emirates
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HUBBIS WEALTH SOLUTIONS FORUM – DUBAI 2024
Intercontinental Dubai Festival City,United Arab Emirates
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HUBBIS WEALTH SOLUTIONS FORUM – DUBAI 2024
Intercontinental Dubai Festival City,United Arab Emirates
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HUBBIS WEALTH SOLUTIONS FORUM – DUBAI 2024
Intercontinental Dubai Festival City,United Arab Emirates
Setting the Scene for the 2024 Wealth Solutions Forum in Dubai
The upcoming 2024 Hubbis Wealth Solutions Forum in Dubai promises to be a pivotal event, bringing together regional experts to examine the evolving landscape of wealth solutions and planning tools, fostering the most suitable outcomes for the region’s ultra wealthy.
This forum will delve into the sophisticated strategies of wealth, estate, and succession planning and structuring, all through the lens of client engagement and fostering meaningful conversations on these critical subjects.
As the founder generations in Asia age, and as younger generations return from their Western education, the emphasis on estate and succession planning is intensifying. To stay ahead, wealth management entities in Asia must elevate the quality of advice in investments, wealth structuring, and estate planning. This entails not only professionalisation but also an expansion of products and solutions to keep private clients engaged and well-organised.
This forum will serve as an invaluable platform for industry professionals to understand and discuss these dynamic shifts, ensuring they are well-equipped to guide their clients through the complexities of wealth preservation and transition in these changing times.
These are some of the key topics that will be covered in the event:
- What strategies are needed to adapt to clients' evolving demands? How are client expectations changing, and how can practitioners meet these requests?
- What does effective estate and succession planning for aging founder generations look like?
- What steps are necessary to enhance the quality of wealth structuring, and estate planning advice? What are the questions that should be asked?
- How can private wealth management firms provide valuable next-generation advisory services?
- In what ways can advisory propositions be recalibrated and internal capabilities enhanced to suit each generation? How can this be determined before the wealth transfer occurs to keep AuM with the same firm?
- What is required to shift from a sales-based to an advisory-based approach in wealth management, and how does this promote client longevity with the same firm?
- Are wealthy clients more comfortable with paying for advice?
- How can challenges in talent recruitment, management, and resistance to change, be effectively addressed to ensure better client servicing?
To give you even more understanding of what you can expect from the 2024 event, you can CLICK HERE to view the event summary of our very successful 2023 forum.
HUBBIS WEALTH SOLUTIONS FORUM – DUBAI 2024
Intercontinental Dubai Festival City,United Arab Emirates
REGISTER