We are delighted to report we will be hosting the 11th annual Indian Wealth Management event in Mumbai for the Private Wealth Management Community.

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking.

Very simply, the event will focus on the evolution of wealth management in India’s dynamic market.

Key elements of the event:

  • 5 specialist presentations
  • 4 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, 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 Indian wealth management and wealth advisory & solutions community
  • Networking coffee and refreshment breaks
  • And…the event will qualify for 3.5 hours of CPD
     

We will host panel discussions and presentations on these topics and more:

  • The evolution of Indian wealth management
  • Evolving Client Expectations and Needs
  • The Globalisation of Indian Wealth
  • The changing needs of Wealthy Indian Families
  • Domicile diversification and alternative residence – a new asset class
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • The Enhanced Role of Technology in Wealth Management
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Solutions and Advice – How does the wealth industry deliver e client expectations changing?
  • Into the Future – the competitive environment in India’s wealth market
     

And to give you even more understanding of what you can expect from the 2023 event, you can view the Agenda and Speakers from our remarkably successful India Wealth Management event in 2022. CLICK HERE

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai, India

REGISTER
Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Virendra Somwanshi

Bank of Baroda

Satyen Patel

Eton Solutions

Pranav Khanna

Trident Trust

Bijal Ajinkya

Khaitan & Co

Prashant Joshi

Upwisery

Dharmendra Jain

Kotak Mahindra Wealth Management

Markus Grossmann

Trident Trust

Sneha Makhija

Sanctum Wealth

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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Experience our latest event for yourself

THAILAND WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai, India

We were delighted to host our annual event in Bangkok on Wednesday May 24...

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Event Agenda
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  • 13.00pm

    Lunch and Registration

  • 13.55pm

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 14.00pm

    Panel Discussion

    What themes will shape the industry in the next ten years?

    • How is the asset & private wealth management industry evolving?
    • What are the challenges?
    • How are client expectations evolving?
    • What growth potential lies ahead, and where are the key opportunities for the foreseeable future? What are your key priorities over the next 12-months?
    • How can you differentiate your offering? How can you redefine your proposition? Have you done anything innovative?
    • Fees, profitability, cost – what’s the right business model?

    Chair

    Markus Grossmann

    Regional Managing Director

    Trident Trust

    Speakers

    Nitin Singh

    Managing Director & CEO

    Avendus Wealth Management

    Alok Saigal

    President & Head Nuvama Private

    Nuvama Wealth Management

    Nakul Beri

    Senior Managing Director of Global Client Coverage and Origination

    Waterfield Advisors

  • 14.30pm

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Indians”

    Yash Shah

    Partner

    Synpulse

    • Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.
  • 14.45pm

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • What do you think about digital assets?

    Chair

    Yash Shah

    Partner

    Synpulse

    Speakers

    Virendra Somwanshi

    Head - Wealth Management, Capital Markets and NRI

    Bank of Baroda

    Ashish Shanker

    Managing Director & CEO

    Motilal Oswal Wealth Management

    Manish Kathuria

    President and Business Head, Priority Banking & NRI Banking

    Kotak Mahindra Bank

  • 15.15pm

    Presentation

  • 15.30pm

    Presentation

  • 15.45pm

    Presentation

  • 16.00pm

    Refreshment & Networking

  • 16.30pm

    Panel Discussion

    Curating winning client portfolios

    • What are the opportunities and challenges for the year ahead?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    Bryan Henning

    SVP, Head of International

    Eton Solutions

    Speakers

    Anupam Guha

    Head of Private Wealth Management & Equity Advisory Group

    ICICI Securities

    Dharmendra Jain

    Executive Director & Head - Investment Products

    Kotak Mahindra Wealth Management

    Prashant Joshi

    Co-Founder & Partner, Family Office Advisory

    Upwisery

    Atin Kumar Saha

    Managing Director & Head Wealth Management Coverage, India

    Deutsche Bank Wealth Management

  • 17.00pm

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Rohit Bhardwaj

    Associate Director - Private Clients

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 17.15pm

    Presentation - Transforming a Family Office to Reimagine the Value it Delivers

    Satyen Patel

    Executive Chairman

    Eton Solutions

    • Setting up a family office to deliver scalable advantage for tomorrow
    • Using technology to create operational leverage and efficiencies
    • Digitalising governance functions within the Family Office and across family members and key advisors
  • 17.30pm

    Panel Discussion

    Current Trends and Concerns for Indian Families

    • What are the challenges and expectations of UHNW Indian Families today?
    • How is the role of estate and legacy planning changing today?
    • How do Indian families move money offshore today – especially now as there are so many very wealthy clients?
    • How is philanthropy developing? Especially given the impact of changes in regulations.
    • How do clients plan for their collectibles – like vintage cars and art? How do they structure these assets and who do they leave them to?
    • How are trust disputes likely to play out in the future? What are the issues?
    • Are families adequately prepared for the transition to the next generation?
    • Are families taking any steps to evaluate the risks and consider solutions?

    Chair

    Pranav Khanna

    Consultant

    Trident Trust

    Speakers

    Shreya Rao

    Partner

    AZB & Partners

    Bijal Ajinkya

    Partner

    Khaitan & Co

    Sneha Makhija

    Head of Wealth Planning

    Sanctum Wealth

    Gautami Gavankar

    CEO - Estate Planning & Trusteeship and Head - Family Office

    Kotak Mahindra Group

  • 18.00pm

    Panel Discussion

    The Globalisation of Wealthy Indian Clients

    • What are the current Trends and Concerns for International Families?
    • We do love that term ‘Family Office’ – what does it even mean in reality?
    • How do wealthy Indians structure their offshore wealth in a way away that is compatible with Indian tax and legal regulations?
    • Whats the role of the UAE, Singapore and elsewhere? Which centres are likely to be most attractive in the future?
    • Have families adequately considered transitioning to family offices – from operating wealth to investment wealth?
    • How can you protect assets and wealth for the next generation?
    • What are the trends around citizenship and migration?

    Chair

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    Speakers

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

    Sean Coughlan

    Managing Director, Singapore

    Trident Trust

    Bryan Henning

    SVP, Head of International

    Eton Solutions

  • 18.30pm

    Forum End

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER
Speakers

Virendra Somwanshi

Bank of Baroda

Satyen Patel

Eton Solutions

Pranav Khanna

Trident Trust

Bijal Ajinkya

Khaitan & Co

Prashant Joshi

Upwisery

Dharmendra Jain

Kotak Mahindra Wealth Management

Markus Grossmann

Trident Trust

Sneha Makhija

Sanctum Wealth

Dominic Volek

Henley & Partners

Bryan Henning

Eton Solutions

Manish Kathuria

Kotak Mahindra Bank

Alok Saigal

Nuvama Wealth Management

Yash Shah

Synpulse

Lee Woon Shiu

DBS Private Bank

Shreya Rao

AZB & Partners

Rohit Bhardwaj

Henley & Partners

Zac Lucas

Spencer West

Ashish Shanker

Motilal Oswal Wealth Management

Nakul Beri

Waterfield Advisors

Sean Coughlan

Trident Trust

Anupam Guha

ICICI Securities

Atin Kumar Saha

Deutsche Bank Wealth Management

Nitin Singh

Avendus Wealth Management

Gautami Gavankar

Kotak Mahindra Group

Sunita Singh-Dalal

Hourani & Partners

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER
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Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER
Summary

Setting the Scene for the 2023 India Forum

On August 30, a hand-picked set of experts will look in depth at the key trends and developments that emerged in 2022, which was a truly dynamic vintage that built further on the many positive changes and advances that we saw in 2021. In short, India is poised for robust economic expansion and further rapid growth and diversification of private wealth across the board, from the huge and fast-growing mass affluent market to HNW and UHNW private clients.

During the 4 panel discussions and the 5 presentations, our chosen experts will focus on as many of the core issues and development and challenges as possible. This is a brief introduction to some of the key topics and themes they will drill down into on August 30.

2022 was another very encouraging year in which genuine confidence and belief consolidated in India’s wealth market. Indeed, many were taken by surprise as to how bullish the investment and overall private wealth environment was, and still is today. Indeed, it is quite remarkable to see the ongoing diversification towards a greater array of investment options – both public and increasingly private – the enhancement of advisory propositions and services, and the growth of more professional estate, legacy & succession planning, and structuring. 

Economic momentum continues to pick up across the nation and not only in the biggest cities but across many of the second and third tier cities. Technology sector entrepreneurial activity accelerates, with more Unicorns being created domestically, and at the same time FDI inflows remain robust and foreign investor appetite in general stays strong.

It is not only the public sector and mainstream asset markets that are performing well –appetite amongst wealthier domestic investors for private markets remains incredibly strong, and so too is foreign demand for private assets, especially as they focus on the new and growing wave of tech sector enterprises and new-age industries, as India’s economy re-shapes for the world ahead.

As all this is moving into sharper focus, wealth management experts report having new seams of client interest and demand from the younger, technology-centric, digital-native generations to add to the rich seams of client demand for both investments as well as wealth and legacy planning from the older generations of wealthy Indians, many of whom are seeking to pass assets on to the younger generations of their families.

Across the board in India, there is an ongoing diversification and upgrading of private client portfolios as the wealth industry delivers more interesting mainstream products, including mutually funds and more ETFs, and across the private markets. Meanwhile, the mass affluent sector of the nation continues to expand apace, just as HNW and UHNW wealth keeps rising significantly.

On the slightly less positive side, there is clearly a shortage of experienced RM talent to cater to all these private clients, but the banks and the numerous independent wealth firms in India – many of which are now very large indeed – are making ever greater efforts to boost training and to further develop a culture of professionalism in the wealth sector.

And of course, India is a truly vast and immensely populous country, hence the great need for digitalisation, which continues apace, helping the competitors in the wealth industry reach out to the many often huge pockets of client demand in all quarters of the country. The need to differentiate from the competition and pressures from rising costs in all areas are also other key drivers for the thrust towards a far more digital wealth management offering.

Hubbis will assemble a set of genuine wealth management experts, as well as specialists on digital transformation, investment migration, tax and trusts, and others on August 30; together they will pinpoint these, and  many more key evolutionary developments and trends and they will of course zoom in on the incredible potential that India’s wealth management market represents.

And remember, to give you even more understanding of what you can expect from the 2023 event, you can view the full Agenda and list of Speakers from our highly successful 2022 India event. CLICK HERE

Aug 30

INDIA WEALTH MANAGEMENT FORUM 2023

The St. Regis Mumbai,India

REGISTER