The Hubbis Team are delighted to be returning to the UAE for our first event of 2024 – the Hubbis Independent Wealth Management Forum in Dubai.
Taking place on Wednesday 6th March, 2024 from 9.00am to 2.00pm, the event promises to build upon the key topics and themes discussed in the inaugural 2023 forum, whilst also evolving the conversation, introducing new, timely topics to the proverbial melting pot.
The event has been exclusively created for the growing number of independent wealth management firms operating in and setting up in the UAE, including the growing ranks of Multi-Family Offices (MFOs), External Asset Managers (EAMs), Boutique Private Banks and also Independent Financial Advisers. These firms are all keen to enhance their presence and visibility for local, regional and the increasing numbers of international private clients in the region or working through the UAE for their wealth management and structuring needs.
Also in attendance will be professional services firms who provide advice to HNW and UHNW families, mostly always in partnership with these independent asset management firms.
The event will feature the highly-popular Hubbis half-day-plus event format, curated to deliver the most efficient and engaging agenda, discussions and networking, beginning at 09.00 and ending at 14.00 after lunch (for those that would like to stay).
Very simply, the event will see a set of 20-plus expert speakers look in-depth at the evolution of the UAE’s private wealth management market, to understand more about how HNW and UHNW clients are warming to the independent wealth offering, an emerging trend that many believe will mirror the rapid diversification and also growth of the independent wealth model in Switzerland, Singapore and Hing Kong. Indeed, there are rising numbers of EAMs and MFOs from Europe and those two markets in Asia entering the UAE market, seeing the immense opportunities ahead to serve clients in the region, and for their UAE offices to also help source clients for their international and also Asian operations.
In addition, the event will celebrate the growing trend of delivering independent advice to clients.
Key elements of the event include:
- 6 specialist presentations
- 4 panel discussions
- A unique get-together enabling delegates to meet with 200+ leading private wealth management practitioners from local, regional and boutique international Private Banks, Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others.
- An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Middle East and indeed international wealth management, investment and wealth advisory & solutions community.
- Networking coffee and refreshment breaks
- Lunch for those who wish to stay
- And…the event will qualify for 3.5 hours of CPD
To give you a better understanding of what you can expect from the 2024 event, you can CLICK HERE to view the content produced from the highly successful inaugural Hubbis Independent Wealth Management Forum in Dubai in 2023.
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Event Agenda
INDEPENDENT WEALTH MANAGEMENT FORUM – DUBAI 2024
United Arab Emirates
Speakers
David Doerig
Corecam
INDEPENDENT WEALTH MANAGEMENT FORUM – DUBAI 2024
United Arab Emirates
Partners
gold
bronze
INDEPENDENT WEALTH MANAGEMENT FORUM – DUBAI 2024
United Arab Emirates
Summary
In recent decades, the independent wealth management (IWM) sector has grown rapidly in Europe and the US, with boutique firms in Switzerland managing a notable 30% of assets. In contrast, Asia's figures stand between 5% to 10%. However, the UAE is emerging as a significant player in the IWM model.
This growth, driven by regulators, authorities, and the private sector, continues to mature as we head into 2024. The UAE's wealth landscape is propelled by regional wealth creation and a surge in High-Net-Worth and Ultra-High-Net-Worth individuals establishing residency and family offices.
This trend has attracted international IWM attention, especially from European and Asian entities. Dubai's DIFC and Abu Dhabi's ADGM are viewed as potential centres for operations. The challenge now is determining the strategies, investment paths, tech advancements, and talent approaches that will capitalise on the opportunities amidst a complex investment environment and geopolitical factors.
The Hubbis Independent Wealth Management Summit – Dubai 2024 seeks to explore the UAE's wealth management landscape, offering insights for both established and upcoming entities. To succeed, these independents must strategically aim to match or exceed benchmarks set by mature markets like Asia and Switzerland.
To give you a better understanding of what you can expect from the 2024 event, you can CLICK HERE to view the content produced from the highly successful inaugural Hubbis Independent Wealth Management Forum in Dubai in 2023.