We were delighted to host our inaugural event for the local wealth management industry in the Middle East, in Dubai in February. Around 200 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory from the leading Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms. Many thanks again to those people who participated in and attended the event, and also to our partners, especially Emirates NBD as our Platinum sponsor.

Feb 16

Middle East Wealth Management Forum 2016

Ritz Carlton, DIFC, United Arab Emirates

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

Maya Marissa Malek

Amanie Advisors

Hans Goetti

Banque Internationale a Luxembourg

Andrew Mortimer

Barclays

Vic Malik

Barclays

Grzegorz Prosowicz

Comarch Capital Markets

Deepak Mehra

Commercial Bank of Dubai

Gary Dugan

DALMA CAPITAL - Global CEO Office

Andrew Prince

DeVere Acuma

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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Ritz Carlton, DIFC, United Arab Emirates

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Gary Dugan

    Chief Investment Officer

    Emirates NBD

  • 9.05am

    Panel Discussion

    Enhancing capability and capacity in wealth management in the Middle East

    • What does Dubai need to do to continue to serve as a region hub for wealth management?
    • What's the right value proposition in a more complex world of investments and transparency?
    • Which business models will be the winners in the next 10 years?
    • What is required in terms of infrastructure to get to this point?
    • Which client segments should you focus on to be more profitable - and keep making money year after year?
    • Although there is a growth in overall wealth – how do you better develop and define your value proposition to make the most of this opportunity?
    • What might hold the local market back?
    • Why has the growth of international banks in the Middle East slowed down? What implications does this have for the market, and also for client service and choice?
    • Is there enough expertise in local banks to build relevant and viable private banking propositions for the future?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Georg Hartmann

    Head of Private Banking, Middle East

    Liechtensteinische Landesbank

    Tim Searle

    Founder and Chairman

    Globaleye

    Mihaela Cornelia Moldoveanu

    Business Development Director

    Jersey Finance

    Andrew Mortimer

    Managing Director, Country Manager - Middle East Region

    Barclays

    Hans Goetti

    Chief Strategist at Middle East & Asia Banque Internationale A Luxembourg

    Banque Internationale a Luxembourg

    Gary Hales

    Business Development Director - GCC and India

    Jersey Finance

  • 9.45am

    Keynote Presentation - Outlook for GCC MENA Financial Market impact

    Gary Dugan

    Chief Investment Officer

    Emirates NBD

    • How the oil price crisis is bringing forward important change in MENA financial markets
    • How local investor portfolios have to evolve and how financial advisers should encourage it
  • 9.55am

    Presentation - Can digitisation and robo-advisory make a difference to wealth management? A GCC perspective

    Sandeep Lalwani

    Executive Director – Europe and APAC

    EbixCash Financial Technology

    • Digital, automated advice - “Robo advisors” are likely to become a new norm in the GCC
    • How can Robo advisory help institutions, HNWIs, specifically in GCC?
    • Best practices in Robo advisory
    • Human advisory versus Robo advisers. Should they co-exist?
    • Defining a Robo advisory value proposition
    • Success stories
  • 10.05am

    Panel Discussion

    Tapping into the new pipeline - where will growth in wealth come from?

    • Accessing frontier markets from Dubai. What are the opportunities to tap wealth in countries such as Lebanon, Jordan, Egypt, Morocco, Tunisia, Kenya, Tanzania, Uganda, Ethiopia, Nigeria, Mauritius, South Africa, Egypt, Morocco, Pakistan, Bangladesh, India etc?
    • Where is the growth in wealth going to continue to come from in the Middle East?
    • Is economic diversification happening quickly enough? How can you create a sustainable business over time which is not oil related?
    • The backbone of the economy in Dubai are SMEs. Are the banks and government supporting this in the right way?
    • How can you most effectively nurture the wealth of tomorrow?
    • There is rapid growth in wealth in Africa, plus China is having an increasingly strong economic influence on the continent. What does this mean for flows in and out of the Middle East?
    • How big is the NRI opportunity? Are we doing enough for these clients yet?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Yann Mrazek

    Managing Partner

    M/HQ

    George Triplow

    Partner, MENA Wealth & Asset Management Advisory Leader

    EY

    Akash Anand

    Head of the MEA and APAC Regions, Managing Director - Regional Affairs

    Profile Software

  • 10.45am

    Refreshment & Networking

  • 11.10am

    Panel Discussion

    Advice - how can we raise the bar?

    • There is a limited talent pool of private bankers and wealth managers. But growth in wealth is rapid. How can the industry plug the shortfall?
    • Where is the biggest need to develop more capable and competent advisers in this industry?
    • How can we move from a sales culture to an advisory mind-set?
    • Conversations with clients are often one-dimensional. What should a more structured and helpful dialogue look like?
    • How do you define a valuable offering that clients are willing to pay for?
    • How can you attract the right people – and also new people to this industry? And then retain them?
    • How can you develop more effective and productive teams? And what is the best way to manage your staff?
    • What professional development framework would work best in the local market?
    • How can training be viewed as an investment? Not an annoying cost?
    • What are some of the best practices in other industries which can be applied to wealth management?

     

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Rajesh Khanna

    Head of Global Coverage, Private Banking

    Emirates NBD

    Subroto Som

    Executive Vice President, Head of Retail Banking Group

    Mashreq

    Fadi Al Said

    Director, Portfolio Manager/Analyst

    Lazard Asset Management

    Gifford Nakajima

    Head of Wealth Development - UAE and MENA

    HSBC Bank

    Vic Malik

    Head of Investment Advisory in Middle East, Singapore & Asia

    Barclays

    Gary Tiernan

    International Private Banker

  • 11.50am

    Presentation - 5 areas where technology may add value to the wealth management business

    Grzegorz Prosowicz

    Head of Consulting and Product Management

    Comarch Capital Markets

    • Threat or chance? The main challenges for the wealth management business
    • Technology in action – how the industry answers to these changes
    • How to add value for both the client and the wealth manager?
  • 12.05pm

    Presentation - Focus on distribution of financial products

    Mahesh Bulchandani

    Chief Executive Officer, Asia Pacific Operations

    FinIQ

    • So what does an adviser ideally need on a Workstation?
    • How should that be delivered?
    • What should the end-game look like?
  • 12.15pm

    Panel Discussion

    Too much talk and not enough action - digital wealth in the Middle East

    • Everyone is talking about ‘going digital’ – but what does that really mean?
    • All industry players say they we need to invest more in digital, mobile and platforms. Why don’t they?
    • How can you make the most of the existing technologies and channels?
    • How can you benefit in terms of portfolio performance and risk?
    • How far should we look to ‘digitise’?
    • How can you manage the number of disparate legacy systems which are now in place?
    • What should be the priority for investment?
    • Is consolidation the answer? How can you achieve this at a realistic cost?
    • Digital is not just a client-facing opportunity – how can firms use analytics and big data to gain a competitive edge?
    • Will the growth of fintechs have any real impact traditional players?
    • Who will be the winners and losers in 10 years’ time?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Anthony Jaganathan

    Senior Vice President, Head of Operations & Middle Office, Wealth Management

    Emirates NBD

    Nayeem Khan

    Managing Director and Head of Operations

    Bank of Singapore

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    Luke Janssen

    Founder and Executive Chairman

    Tigerspike

    Mahesh Bulchandani

    Chief Executive Officer, Asia Pacific Operations

    FinIQ

    Milan Ganatra

    Chief Executive Officer Miles Software Solutions

    Haroun Dharsey

    Senior Vice President, Head of Technology and Projects

    Dubai Islamic Bank

  • 12.55pm

    Lunch & Networking

  • 1.40pm

    Panel Discussion

    Why more diversified portfolios matter in the Middle East

    • How do you construct a properly diversified portfolio for a client?
    • Why is the industry so focused on pushing products?
    • What are some of the challenges in getting clients to think more rationally and longer term?
    • Whose responsibility is it to educate the client?
    • What do most clients currently invest in? Does this make sense in today’s environment?
    • What role is there for other investments and asset classes? And also new geographies?
    • How can we encourage clients to buy more alternative investments?
    • Is there scope for discretionary portfolio management in the Middle East? How can we drive this debate?
    • To what extent is the UAE becoming more of a safe-haven compared to other Middle Eastern countries?


     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Deepak Mehra

    Head of Investments Treasury, Asset Management and Global Markets Department

    Commercial Bank of Dubai

    Andrew Prince

    Financial Planner

    DeVere Acuma

    Karine Kheirallah

    Director - Investment Advisory

    Liechtensteinische Landesbank

    Lina Taher

    Regional Manager of Funds & Investments, Middle East and Africa

    Friends Provident International

    Tom Anderson

    Investment Adviser

    Killik

    Gary Dugan

    Chief Investment Officer

    Emirates NBD

  • 2.30pm

    Head - to - Head Q & A - How you can make learning and professional development more interesting and effective

    Kees Stoute

    Regional Private Banking Chief Operating Officer

    EFG International

    • What is the purpose of Learning & Development (L&D)?
    • Is it possible to learn to become a good wealth manager?
    • What is effective L&D?
    • What are the conditions for L&D to be interesting and effective?
    • What are the main L&D challenges in the industry?
  • 2.40pm

    Panel Discussion

    Taking Sharia wealth management and Islamic products to the next level

    • What are the key developments in Islamic wealth management?
    • How are Islamic products marketed and distributed within a wealth management platform?
    • Where can innovation come from to drive further growth?
    • To what extent are Islamic products an important part of client portfolios? Why?
    • How can the industry encourage more clients to use them as a part of their holistic wealth management?
    • What is the role of the Middle East globally as Islamic wealth management gains greater traction?
    • How can the region capitalise on its current expertise and capacity in Islamic products?
    • To what extent can the Middle East move to the forefront in attracting Islamic clients from around the world?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Maya Marissa Malek

    Managing Director

    Amanie Advisors

    David Marshall

    General Manager, Products and Advisory, Wealth Management

    Emirates NBD

  • 3.10pm

    Refreshment & Networking

  • 3.40pm

    Head - to - Head Q & A - How will the insurance offering evolve in the Middle East?

    Walter Jopp

    Chief Executive Officer, Middle East

    Zurich International Life

    • What are the key drivers for insurance companies to develop their local offerings?
    • What are the main regulatory developments we will see over the next 12 months? What opportunities and challenges does that create?
    • How should the regulators help facilitate the industry's further development?
    • How are the propositions for various insurance products evolving? What new products are you developing?
    • How is the distribution model developing? Including for IFAs, banks and insurance agents?
    • Where will disruption come from?
    • What is the role for different platforms and channels?
    • What is the balance and demand between life insurance and other types of insurance?
  • 4.00pm

    Panel Discussion

    Wealth structuring - making the most of the opportunity today

    • What’s the opportunity from the growing need for smooth transmission of wealth to the next generation?
    • What are the main challenges to wealth structuring and succession planning in the GCC?
    • What is the reality of how you can use trusts to help your clients?
    • What are the enforcement-related considerations?
    • If you can't simply place assets into a trust to ensure their protection - what can you do?
    • What are some of the structures and solutions to prepare for and minimise the impact of future disputes?
    • Legacy planning for Middle Eastern families – do’s and don’t’s
    • What’s the importance of soft legacy planning?
    • Offshore versus local structures – what are the options? And for which types of clients do they work best?
    • How can we deal with issues relating to property in tax markets like the UK and US?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Karima Abdesslami

    Director, Head of Wealth Solutions, Global Asset Management

    National Bank of Abu Dhabi

    Peter Golovsky

    Managing Director, Global Head of Institutional Sales

    Amicorp Group

    Fiona McClafferty

    Senior Manager - Private Client Services

    Deloitte

    Ahmad Chahidi

    Head Trust & Advisory Services

    Emirates NBD

    Alastair Glover

    Principal Associate

    Wragge Lawrence Graham

  • 4.30pm

    Panel Discussion

    Moving wealth management forward in the Middle East

    • What infrastructure and resources are required to move the market to the next stage of development?
    • Where are the gaps? And how can they best be filled?
    • What else do we need to do to improve the market?
    • How can the regulators play more of a role to facilitate the development of the industry from here?
    • What are some of the steps that regulators in other markets have made to support industry growth?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Sean Kelleher

    Chief Executive Officer

    Mondial

    Brendan Dolan

    International Sales Director

    Quilter International

    Kees Stoute

    Regional Private Banking Chief Operating Officer

    EFG International

  • 5.00pm

    Forum Ends

Feb 16

Middle East Wealth Management Forum 2016

Ritz Carlton, DIFC,United Arab Emirates

Speakers

Maya Marissa Malek

Amanie Advisors

Hans Goetti

Banque Internationale a Luxembourg

Andrew Mortimer

Barclays

Vic Malik

Barclays

Grzegorz Prosowicz

Comarch Capital Markets

Deepak Mehra

Commercial Bank of Dubai

Gary Dugan

DALMA CAPITAL - Global CEO Office

Andrew Prince

DeVere Acuma

Fiona McClafferty

Deloitte

Haroun Dharsey

Dubai Islamic Bank

Kees Stoute

EFG International

George Triplow

EY

Sandeep Lalwani

EbixCash Financial Technology

Milan Ganatra

EbixCash Financial Technology

Anthony Jaganathan

Emirates NBD

Rajesh Khanna

Emirates NBD

David Marshall

Emirates NBD

Ahmad Chahidi

Emirates NBD

Mahesh Bulchandani

FinIQ

Lina Taher

Friends Provident International

Tim Searle

Globaleye

Gifford Nakajima

HSBC Bank

Mihaela Cornelia Moldoveanu

Jersey Finance

Gary Hales

Jersey Finance

Tom Anderson

Killik

Fadi Al Said

Lazard Asset Management

Georg Hartmann

Liechtensteinische Landesbank

Karine Kheirallah

Liechtensteinische Landesbank

Yann Mrazek

M/HQ

Subroto Som

Mashreq

Sean Kelleher

Mondial

Akash Anand

Profile Software

Brendan Dolan

Quilter International

Damian Hitchen

Swissquote

Luke Janssen

Tigerspike

Alastair Glover

Wragge Lawrence Graham

Walter Jopp

Zurich International Life

Feb 16

Middle East Wealth Management Forum 2016

Ritz Carlton, DIFC,United Arab Emirates

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Feb 16

Middle East Wealth Management Forum 2016

Ritz Carlton, DIFC,United Arab Emirates