Helping Asian Wealth Management Communities interact

Why are we hosting this event?

We were delighted to host in Dubai our 2nd annual event for the local wealth management industry in the Middle East.

Who attended?

Over 200 wealth management CEOs, COOs, other senior management, product gatekeepers and investment specialists, as well as business heads across technology, compliance, operations, advisory and sales. – from organisations including Retail Banks, Private Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.

What was covered?

We focused on the following themes – 

  • The Middle East is full of potential for wealth management – where are the biggest opportunities for you?
  • How do you make sense of multiple regulators with many conflicting values and objectives?
  • How can you develop your advisory proposition and the quality of the client engagement?
  •  What's the way forward for how product manufactures and fund selectors should partner with each other going forward?
  • Will we see robo-advisers and fintechs transform the industry?
  • How far do platforms and propositions need to evolve and digitise?
  • Evolving the IFA proposition – what’s the real potential in the Middle East?
  • How will IFAs thrvive in a new, transparent world – and one with no commissions?
  • How can insurance companies in wealth management in the Middle East?
  • Are you making the most of the family wealth opportunity?
  • What is the right approach to winning business from the next generation?
  • What should your clients do with their money?
  • How is the Middle East reacting to and participating in the financial services market globally?
  • How do clients think today? And how do you manage their expectations?

 

Jan 24

Middle East Wealth Management Forum 2017

Ritz Carlton, DIFC, UAE

Featured sponsors
All sponsors

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

Abhra Roy

Infosys Finacle

Anthony Jaganathan

Emirates NBD

Appul Jaisinghani

Emirates NBD

Cedric Lizin

UBS

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.

Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

Find out more
Event Agenda
download pdf

Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - How can we take the wealth management industry forward in the Middle East?

    • The Middle East is full of potential for wealth management – what are the biggest opportunities and how can we make the most of them?
    • What changes are we seeing in terms of where wealth comes from?
    • Which are the different business models and platforms suited to this market?
    • How does this compare with the landscape in Asia?
    • Are there any lessons from how Singapore has developed its wealth management proposition?
    • How do you make sense of multiple regulators and foster more collaboration between all stakeholders?
    • How can we better educate and provide more meaningful offerings for clients – especially the next generation
    • Where will wealth come from in the next 5 years – and how can we get prepared for it?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Rajesh Malkani
    Head Private Banking & Wealth Management
    Mashreq Bank

    Gautam Duggal
    Managing Director, Regional Head of Wealth Management, AME, Europe & Head of Wealth Management UAE
    Standard Chartered Bank

    Daffer Luqman
    Executive Vice President
    Abu Dhabi Islamic Bank

    Cedric Lizin
    Managing Director, Head of Wealth Management, Middle East, Africa & Japan
    Barclays

    Jamal Al Kishi
    Chief Executive Officer, Middle East & Africa
    Deutsche Bank

    Angelo Venardos
    Chief Executive Officer
    Heritage Trust Group

    Panel Members

  • 9.55am

    Presentation - Building family legacy through citizenship and residence programmes

    Marco Gantenbein
    Managing Partner
    Henley & Partners

    • Why do families relocate?
    • What should HNW families consider when carrying out residence and citizenship planning?
    • Current developments in residence and citizenship programmes
  • 10.05am

    Panel discussion - How can you develop your advisory proposition and the quality of the client engagement?

    • How can you deliver a relevant, advisory-led, outcome-based approach for your clients?
    • How can we align the interests of clients and advisers, and move away from driving business via commissions?
    • How is the new regulatory environment developing – and what is the likely impact of the SCA’s recent revamping of the regulations around UAE mutual funds distribution?
    • In-house vs outsourced. What’s the right balance?
    • What's the way forward for how product manufacturers and fund selectors should partner with each other going forward?
    • Developing more Shariah-compliant products – what are the challenges and opportunities? How do you create geographical and other diversity?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Appul Jaisinghani
    Head of Investment Funds 
    Emirates NBD

    Shiraz Habib
    Executive Director, Head of Investment Products & Solutions
    National Bank of Abu Dhabi

    Deepak Ahuja
    Director, Wealth Management, Bancassurance & Mortgages
    RAKBANK

    Gifford Nakajima 
    Head of Wealth Development - UAE and MENA
    HSBC Bank

    Panel Members

  • 10.45am

    Refreshment & Networking

  • 11.15am

    Presentation - The case for gold

    Jeffrey Rhodes
    Director
    Global Precious Metals

  • 11.25am

    Presentation - A case for hybrid securities

    Matthew R Byer
    Executive Director and Chief Operating Officer
    Spectrum Asset Management

    • What are preferred securities?
    • Opportunities in preferred securities
    • How big an impact is regulation having on preferred securities? 
    • How important is security structure and quality?
    • How did preferred securities perform in 2016?
    • Why should investors consider allocating to preferred securities?
  • 11.35am

    Presentation - Are we ready for the ‘CRS typhoon’?

    Vikrant Pangam
    Managing Director
    Amicorp Group

    • Anticipating the wave of CRS, exposures, implications and preparation
    • What and who will be reported under CRS?
    • Compliance obligations by banks, funds, service providers
    • Implications for HNWIs
  • 11.45am

    Presentation - Digital delivery of wealth management - the era of the platform?

    Damian Hitchen
    Chief Executive Officer, Middle East & Asia
    Swissquote

    • Transition of wealth management into the digital era 
    • Distribution / connectivity is key
  • 11.55am

    Presentation - Wealth management for the digital age customer

    Abhra Roy
    Lead Product Line Manager, Finacle Wealth Management
    Infosys Finacle

    • With rapidly-changing customer needs and unassailable digitisation, the wealth management industry needs to evolve towards a truly customer centric, technology-based and service-driven value proposition
    • This presentation explores the agents of change and the transformations in the financial services and wealth management spaces for the digital age customer
  • 12.05pm

    Panel discussion - Are we ripe for disruption?

    • What’s the role of digital today in wealth management in the Middle East?
    • What impact will technology have – now and in the future?
    • What systems, solutions and other tools are making a difference in the client experience?
    • Do we have adequate tools to engage customers?
    • Will we see robo-advisers and fintechs transform the industry?
    • How far do platforms and propositions need to evolve and digitise?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Anthony Jaganathan
    Head of Operations & Middle Office, Wealth Management
    Emirates NBD

    Damian Hitchen
    Chief Executive Officer, Middle East & Asia
    Swissquote

    Milind Kulkarni
    Chief Executive Officer and Managing Director
    FinIQ

    Kostas Kotsiopoulos
    Global Sales Director
    Profile Software

    Chandrima Das
    Chief Executive Officer & Co-founder
    Bento

    Panel Members

  • 12.45pm

    Lunch

Afternoon

  • 13.35pm

    Panel discussion - Evolving the IFA proposition – what’s the real potential in the Middle East?

    • How will the value proposition for IFAs continue to change?
    • Do you need to reinvent your business model?
    • How far do you need to embrace technology to drive growth and efficiency?
    • Should growing AUM still be the biggest priority?
    • How will IFAs thrive in a new, transparent world?
    • How can you be more effective in dealing with clients’ investment needs?
    • To what extent do we need to clarify who does what and how they are licensed?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Timothy Searle
    Chairman
    Globaleye

    Sean Kelleher
    Chief Executive Officer
    Mondial

    Chris Ferguson
    Chief Executive Officer
    Credence

    Panel Members

  • 14.10pm

    Presentation - Singapore and Hong Kong - Asian wealth management centres

    Angelo Venardos
    Chief Executive Officer
    Heritage Trust Group

    • Assessing the merits and pitfalls of different jurisdictions
    • How to decide what’s best for your clients
  • 14.20pm

    Presentation - Using life insurance to improve customer outcomes

    Philip Cernik
    Chief Marketing Officer
    Friends Provident International

    • The benefits of life insurance are significant not just in terms of protection against the risk of illness or death but also in terms of wealth management and estate planning for savers and investors
    • Philip will explore how advisers can utilise insurance to improve the outcomes for both new and existing expatriate customers in a market where regulation is forcing significant change
  • 14.30pm

    Panel discussion - What’s the opportunity for insurance companies to thrive as wealth management develops?

    • Where are the biggest opportunities and challenges for insurance companies in the Middle East wealth management market?
    • How do you reach the number of people across the GCC in a sustainable way?
    • How can we evolve the proposition?
    • What role will bancassurance and other distribution channels play going forward?
    • What’s the role of the regulator?
    • What’s the opportunity for the development in Shariah-compliant solutions?
    • Where will disruption come from?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Sivadeet Baruah
    Head of Individual Life
    Oman Insurance

    Walter Jopp
    Chief Executive Officer, Middle East
    Zurich International Life

    Philip Cernik
    Chief Marketing Officer
    Friends Provident International

    Rajesh Sethi
    Chief Executive Officer 
    Noor Takaful

    Panel Members

  • 15.00pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Are you making the most of the family wealth opportunity in the Middle East?

    • How have you structured your organisation to meet the needs of families and family businesses in the Middle East?
    • What are the challenges these clients have?
    • What’s the likely impact of new international tax compliance measures for anyone holding money in the UAE as of January 2017?
    • How can you help business-owning families move from the core business to asset management to diversification?
    • To what extent does your service offering and product proposition need to evolve? What can you really do within the GCC?
    • Succession planning – how can you help your clients transition from one generation to the next?
    • Offshore versus local structures – what are the options, and for whom?
    • What is the right approach to winning business from the next generation?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Michael Chahine
    Founder and Chief Executive Officer
    Nexgen Desert Green Consultancy

    Karim Ghandour
    Founder & Chief Executive Officer
    LegacyLine Family Office

    Shainav Gupta
    Director, Institutional Sales
    Amicorp Group

    Stijn Janssen 
    Head of Tax, Middle East
    Withers

    Yann Mrazek
    Managing Partner
    M/Advocates of Law

    Fiona McClafferty 
    Senior Manager, Deloitte Private
    Deloitte LLP

    Panel Members

  • 16.15pm

    Panel discussion - How can you deliver investment performance and avoid risk in 2017?

    • 2017 is supposed to be an equities year – will it actually happen? 
    • Will this be another year of turbulent markets? A replay of 2016? 
    • How will investors generate performance in 2017?
    • How is the Middle East reacting to and participating in the markets globally?
    • How is the diversification of the Middle East economy coming along? Where is greater emphasis needed?
    • What’s the role for alternatives? And commodities like gold?
    • Is there an increasing role for managed investments?
    • How do clients think today? And how do you manage their expectations?
    • What are the biggest risks for 2017?
    • How will geo-political risks impact the landscape?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Gary Dugan
    Chief Investment Officer
    Emirates NBD

    Oliver Kettlewell
    Portfolio Manager
    Mashreq Bank

    Deepak Mehra
    Head of Asset Management, General Management
    Commercial Bank of Dubai

    Mohieddine Kronfol
    Chief Investment Officer, Global Sukuk and MENA Fixed Income
    Franklin Templeton Investments

    Gerhard Schubert
    Founder
    Schubert Commodities Consultancy

    Panel Members

  • 17.15pm

    Forum End

Jan 24

Middle East Wealth Management Forum 2017

Ritz Carlton, DIFC,UAE

Speakers

Abhra Roy

Infosys Finacle

Anthony Jaganathan

Emirates NBD

Appul Jaisinghani

Emirates NBD

Cedric Lizin

UBS

Chandrima Das

Bento

Chris Ferguson

Credence International

Daffer Faroq Luqman

Abu Dhabi Islamic Bank

Damian Hitchen

Swissquote

Deepak Ahuja

NADIA Global

Deepak Mehra

Commercial Bank of Dubai

Dr. Angelo M Venardos

Philadelphia

Fiona McClafferty

Deloitte

Gary Dugan

The Global CIO Office

Gautam Duggal

Standard Chartered Bank

Gerhard Max Schubert

Schubert Commodities

Gifford Nakajima

HSBC Bank

Jamal Al Kishi

Deutsche Bank

Jeffrey Rhodes

Global Precious Metals

Karim Ghandour

Legacy Line

Kostas Kotsiopoulos

Profile Software

Marco Gantenbein

Henley & Partners

Matthew Byer

Spectrum Asset Management

Michael Chahine

Emirates NBD

Michael Stanhope

Hubbis

Milind Kulkarni

FinIQ

Mohieddine Kronfol

Franklin Templeton Investments

Oliver Kettlewell

Mashreq Capital

Philip Cernik

Friends Provident International

Rajesh Malkani

Mashreq Bank

Rajesh Sethi

Noor Takaful

Sean Kelleher

Mondial

Shiraz Habib

First Abu Dhabi Bank

Sivadeet Baruah

Oman Insurance

Stijn Janssen

Withers

Tim Searle

Globaleye

Walter Jopp

Zurich International Life

Yann Mrazek

M/HQ

Jan 24

Middle East Wealth Management Forum 2017

Ritz Carlton, DIFC,UAE

Sponsors

gold

silver

bronze

Jan 24

Middle East Wealth Management Forum 2017

Ritz Carlton, DIFC,UAE

Event Highlights

We were delighted to host our  2nd annual event focused on the middle east in Dubai. Over 200 senior individuals attended – including leading compliance professionals from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and advisers from the industry.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

EVENT SUMMARY

Event Summary - Preparing Middle East portfolios for a challenging 2017

Investors in the Middle East should factor in these risks and seek more portfolio diversity, according to speakers at the annual Hubbis Middle East Wealth Management Forum 2017 in Dubai.  Perhaps the biggest risk in 2017 for Middle East investors will be the concept of not being invested. 

 

OTHER HIGHLIGHTS

Photos
Event Highlights
Panel Discussions

 

POST-EVENT REPORT

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

EVENT CONTENT - PANEL DISCUSSIONS 

Click on each headline to view the web versions of these – from which you can also access the PDFs.
 

Panel Summary - Taking wealth management forward in the Middle East
There is a need for firms to focus on building modern, digital-friendly platforms where better-trained advisers consistently act and behave in their clients’ best interests. This assumes the regulatory agenda in each market doesn’t stifle the opportunities for growth.

Panel speakers
Rajesh Malkani,
Head Private Banking & Wealth Management, Mashreq Bank
Gautam Duggal, Regional Head of Wealth Management, AME, Europe & Head of Wealth Management UAE, Standard Chartered Bank
Daffer Luqman, Executive Vice President, Abu Dhabi Islamic Bank
Cedric Lizin, Head of Wealth Management, Middle East, Africa & Japan, Barclays
Jamal Al Kishi, Chief Executive Officer, Middle East & Africa, Deutsche Bank
Dr Angelo Venardos, TEP, IBF Fellow, Managing Director, Equiom Group

 

Panel Summary - An advisory proposition to enhance client engagement
Despite challenging market conditions, coming up with actionable ideas to assist bankers and end-clients is something which can help firms differentiate the quality of their advisory capabilities and capacity.

Panel speakers
Appul Jaisinghani, Head of Investment Funds, Emirates NBD
Shiraz Habib, Head of Investment Products & Solutions, National Bank of Abu Dhabi
Deepak Ahuja, Director, Wealth Management, Bancassurance & Mortgages, RAKBANK
Gifford Nakajima, Head of Wealth Development - UAE and MENA, HSBC Bank

 

Panel Summary - How to evolve the IFA proposition in the Middle East
Imminent regulatory change in the UAE bodes well for the appeal – and development – of the wealth management industry and a broader range of products and services.

Panel speakers
Timothy Searle,
Chairman, Globaleye
Sean Kelleher, Chief Executive Officer, Mondial
Chris Ferguson, Chief Executive Officer, Credence

 

THOUGHT LEADERSHIP

Priorities to grow Middle East wealth management
Three factors affecting fund industry growth in the Middle East
A roadmap for distribution success in the Middle East
Why fund houses struggle to expand in the Middle East
Enhancing client engagement in the Middle East
How to increase fund penetration in the Middle East
Finding the right building blocks for Middle East portfolios

Jan 24

Middle East Wealth Management Forum 2017

Ritz Carlton, DIFC,UAE