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Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, and perhaps especially sensitive in regions such as the Middle East. The November 16 Hubbis Digital Dialogue event will see a panel of experts review the state of the wealth management industry in the GCC and in particular 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 GCC, as the founder generations age and as the younger generations return from overseas armed with their Western education. For wealth management to thrive in the Middle East, there is accordingly no doubt that the quality of advice on investments, wealth structuring, and estate planning must improve; hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the industry can offer in order to keep their private clients engaged.

There are some fascinating developments that will facilitate a more active wealth structuring and estate planning market in the region. For example, there is ongoing liberalisation of the financial markets and the availability of Common Law structures through the Dubai International Financial Centre.

Our panel of experts will analyse how wealth management and other professionals can turn these developments to the advantage of their clients and help devise the right solutions for their Middle East clients. They will debate what talent, experience and expertise are required, and how the client-facing advisors and professionals should most effectively approach and communicate with these clients. Only if the correct approaches and the right communication are taken will clients in the region take up more advice and more solutions in the region, rather than quickly heading off to overseas jurisdiction for their wealth structuring and estate planning and solutions.

Nov 16

Maximising the Discussion around Wealth & Estate Solutions i...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

David Varley

Sun Life Financial

Laurence Black

Asiaciti Trust Group

Sunita Singh Dalal

Stephenson Harwood

Tim Searle

Globaleye

Nirav Dinesh Kumar Shah

FAME Advisory

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Event Agenda
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  • 15.00pm

    Maximising the Discussion around Wealth & Estate Solutions in the Middle East

    • Legacy, succession planning and wealth protection. How can you make the most of this opportunity with your clients?
    • How are wealthy families structuring local assets in a more robust way?
    • What developments are we seeing around migration? Citizenship and residency?
    • How has the UAE benefitted from Covid-19? Has this been at the detriment of centres like Singapore?
    • What has the UAE done to become more relevant and interesting for UHNW families and family offices?
    • How does HNW Insurance increasingly factor into the conversation today?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust Group

    Nirav Dinesh Kumar Shah

    Founder and Managing Director

    FAME Advisory

    Sunita Singh Dalal

    Of Counsel

    Stephenson Harwood

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

  • 16.00pm

    Webinar Ends

Nov 16

Maximising the Discussion around Wealth & Estate Solutions i...

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

David Varley

Sun Life Financial

Laurence Black

Asiaciti Trust Group

Sunita Singh Dalal

Stephenson Harwood

Tim Searle

Globaleye

Nirav Dinesh Kumar Shah

FAME Advisory

Nov 16

Maximising the Discussion around Wealth & Estate Solutions i...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Nov 16

Maximising the Discussion around Wealth & Estate Solutions i...

3.00pm - 4.00pm HKT/SGT

REGISTER