We were delighted to host our 3rd annual event for the wealth management industry in the Middle East.

More than 200 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs. 

Thank you to all of our event partners: Henley & Partners, Swissquote, Friends Provident International, Motilal Oswal Asset Management, Dorsum, JHC Financial, Sun Life Financial, Saxo Markets, Asiaciti Trust, Zurch International Life, ERI, Investors Trust, Hansard, Russell Investments, Franklin Templeton Investments, Invesco, Allfunds Banks, Helvetic Investments, and KAMCO.

Jan 24

Middle East Wealth Management Forum 2018

Ritz Carlton, DIFC, Dubai, UAE

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

Laurence Black

Asiaciti Trust

James Ferguson

Guardian Wealth Management

Karim Ghandour

Legacy Line

Graham Morrall

Hansard International

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.

Latest event content
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Experience our latest event for yourself

Middle East Wealth Management Forum 2020

Ritz Carlton, DIFC, Dubai, UAE

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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2020 event schedule.
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Event Agenda
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  • 8.40am

    Registration

  • 8.50am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 8.55am

    Keynote Presentation - The consumer revolution

    Peter Huber

    Chief Executive Officer

    Zurich International Life

    • What are the current insurance industry trends and how have they evolved?
    • What does that mean for Zurich/insurance companies in general?
    • What does the new upcoming regulation mean for Zurich International ME?
  • 9.05am

    Panel discussion - How can wealth management improve the core proposition?

    • How is the regulatory framework developing - what are the issues and opportunities?
    • How are you changing your business as a result?
    • New money comes from where? How can you make the most of this?
    • How are business models and platforms evolving?
    • How can we all improve outcomes for clients?
    • What will be the future development of Islamic Asset and Wealth management? What progress have we made?
    • What’s the potential for increased wealth in family offices and multi-family offices?
    • The UAE is safe, for most has no personal or corporate tax, offers high living standards and has an excellent position geographically. To what extent is it becoming a respected and credible centre for wealth management and attracting HNW and UHNW families?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Sandeep Singh

    Senior Director, Regional Head Central Eastern Europe, Middle East and Africa

    Franklin Templeton Investments

    Mandeep Nalwa

    Chief Executive Officer

    Taurus Wealth Advisors

    Daffer Faroq Luqman

    Global Head of Liabilities and Wealth

    Abu Dhabi Islamic Bank

    Deepak Ahuja

    Executive Director

    NADIA Global

    Biswajit Dasgupta

    Chief Investment Officer, Head of Global Markets

    Emirates Investment Bank

  • 9.55am

    Presentation - Building family legacy through citizenship and residence programmes

    Bata Racic

    Manager

    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

    Presentation - The Islamic legacy planning (r)evolution

    Yann Mrazek

    Managing Partner

    M/HQ

    • Generational shifts amongst GCC merchant families : risks & opportunities 
    • Are the recently introduced domestic legacy tools the solution?
  • 10.15am

    Panel discussion - Family businesses in the GCC – the challenges they face

    • What are the challenges that wealthy families have?
    • Are increasingly more flexible and sophisticated solutions still needed?
    • What are the alternatives they have? Local and foreign?
    • How can you bring together the right team to help a wealthy family?
    • How are Islamic solutions developing?
    • What's happening in the GCC that is interesting?
    • What's the difference between the DIFC and Abu Dhabi Global Market?
    • What corporate and legacy planning tools are being introduced by other regional financial centres?
    • Is this now a robust centre for wealth management, protection and structuring? What else do we need to do?
    • Why is now the time that wealth transfer is happening? How can you help your clients transition from one generation to the next?
    • Will there be growth in the Universal Life space in the Middle East – like we have seen in Asia?
    • What are the next tends for HNW Insurance?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    Muneer Khan

    Partner, Financial Markets

    Simmons & Simmons

    David Russell AM QC

    Barrister at Law

    Outer Temple Chambers

    Karim Ghandour

    Founder & Chief Executive Officer

    Legacy Line

    Yann Mrazek

    Managing Partner

    M/HQ

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust

    Vinod Krishnan

    Managing Director

    Arch Corporation

  • 10.55am

    Presentation - Wealth Protection and Succession Solutions

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust

    • Family Trusts and Alternative Structures for the MENA Region
    • Suitable Jurisdictions - Onshore and Offshore
  • 11.05am

    Refreshment & Networking

  • 11.30am

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

    Damian Hitchen

    CEO Singapore

    Swissquote

    • Transition of wealth management into the digital era
    • Distribution / connectivity is key
  • 11.40am

    WealthTalk - Next Gen Wealth Management

    Tariq Bin Hendi

    Executive Vice President, Head of Products & Advisory

    Emirates NBD

    • What makes the next generation of Private Banking clients different?
    • Why Private Banks must seamlessly engage and deliver digitally?
    • How will the role of Relationship Managers change?
  • 11.50am

    Presentation - Wealth Management 2.0 - a transformative case study

    F. Edward Lopez

    Chief Revenue Officer

    JHC Financial

    • Mandating digital as part of your firms DNA
    • The digital revolution - its more than just front-office engagement
    • Introducing firm-wide digital oversight at your finger-tips - new tools and confidence for the csuite
  • 12.00pm

    Presentation - AI in Digital Wealth Management

    Thomas Buemsen

    Managing Director, Middle East

    Dorsum

    • RoboAdvisers won't replace human wealth managers
    • Benefits of AI to lead generation and customer management
    • Right balance between intelligent automation and human approach
  • 12.10pm

    Presentation - The future of Wealth Management. Developing technology-driven strategies for serving mass affluent and HNW individuals

    Jennifer Hansen

    Executive Vice President, Head of Global Sales Strategy and Execution

    xo Markets

    • Where are we on the digitisation advancement in terms of technology and acceptance?
    • What exactly are we digitising in the broad range of wealth management activities and where do we see the most benefits?
    • Digital advisory requires interdisciplinary expertise between financial engineering and financial planning. How confident are we?
  • 12.20pm

    Panel discussion - How do you future proof your business?

    • How will firms in wealth management use technology and digital to improve the business?
    • What's innovative, interesting or challenging in 2018?
    • How do you create an ecosystem that genuinely embraces fintech?
    • How do you select vendors today?
    • What are the trends in Regtech?
    • Making sense of crypto and blockchain - what are the real applications & implications in financial Services?
    • Next generation wealth management – what will it look like and what does it mean to you?
    • Wealth advisory services – how are they impacted by digital?
    • How should bankers embrace digital?
    • Millennials create a unique conundrum for big banks - how should you cater to their digital expectations?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    F. Edward Lopez

    Chief Revenue Officer

    JHC Financial

    Anthony Jaganathan

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

    Emirates NBD

    Damian Hitchen

    CEO Singapore

    Swissquote

    Sofia Mota

    Director and Head of Regulatory and Compliance Services

    re/think

    George Triplow

    Executive Director, MENA Wealth & Asset Management Leader

    EY

    Thomas Buemsen

    Managing Director, Middle East

    Dorsum

    Jennifer Hansen

    Executive Vice President, Head of Global Sales Strategy and Execution

    xo Markets

  • 13.00pm

    Lunch

  • 13.45pm

    Panel discussion - The Insurance wake-up call – Are we willing and capable of developing better customer outcomes?

    • How can we help clients and understand their needs? How does the product offering need to develop?
    • What’s the opportunity for insurance companies to thrive as wealth management develops?
    • Why don't more people buy life insurance and critical illness cover?
    • What has to happen for the industry to dramatically increase and move forward?
    • The business model for IFAs is obviously changing rapidly. How will we all deal with more transparency, fee disclosure and the changing economics of how you get paid?
    • Who will have what licence?
    • What do we need to do to make the market more professional?
    • Competency assessment, training and development. Lipstick on a pig or a genuine effort?
    • If you can ONLY sell on your platform licenced funds that have been approved by ESCA – what does that mean?
    • If products have a different compensation structure – how will you make this transition and who won’t survive the pain?
    • Will the type of products sold change? With increased focus on protection, critical illness, general insurance and employee benefits?
    • You could argue RDR in the UK has been a disaster - few advisers left and the people who need advice don’t get it. So why are we doing this?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Walter Jopp

    Chief Executive Officer, Middle East

    Zurich International Life

    Philip Cernik

    Chief Marketing Officer, Middle East & Africa

    Friends Provident International

    Graham Morrall

    Global Sales and Marketing Director

    Hansard International

    Tim Searle

    Chairman

    Globaleye

    Philip Story

    SEO & Head of Distribution, EMEA

    Investors Trust

    James Ferguson

    Senior Financial Planner

    Guardian Wealth Management

  • 14.30pm

    Presentation - A matter of life and death

    Philip Cernik

    Chief Marketing Officer, Middle East & Africa

    Friends Provident International

    • Key considerations for expats in the UAE 
    • Sharia’h law and will planning
    • How to die nicely and neatly
  • 14.40pm

    Presentation - India investment opportunity

    Aashish Somaiyaa

    Chief Executive Officer

    Motilal Oswal Asset Management

    • Finding long-term value in the Indian Equity market
  • 14.50pm

    Panel discussion - Buy side

    • How can you develop your advisory proposition and the quality of the client engagement?
    • How are your clients diversifying?
    • Are you increasing thinking about model portfolios? Passive vs active? Guaranteed products?
    • What products do you feel would be most valuable in this market in 2018?
    • Nearly everyone had a good year in 2017 – what are your best and worst predications for 2018?
    • How will fees and transparency evolve – and is that good for you?
    • What’s your view on technology, margin pressure and regulatory reform?
    • Multi asset, Income generation and liquid alternatives - Are these still the main themes? 
    • Distribution and licensing for banks and distributors - what’s best?
    • Should we differentiate between a professional and a retail investor when it comes to product approvals?
    • 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?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tariq Bin Hendi

    Executive Vice President, Head of Products & Advisory

    Emirates NBD

    Deepak Mehra

    Head of Investments Treasury, Asset Management and Global Markets Department

    Commercial Bank of Dubai

    Shiraz Habib

    Managing Director & Head of Investment Solutions

    First Abu Dhabi Bank

  • 15.30pm

    Presentation - Shocking facts about retirement- a threat or an opportunity?

    Szymon Idzikowski

    Senior Fund Analyst

    Abu Dhabi Commercial Bank

    • Trends in a global retirement space
    • What can we learn from other markets?
  • 15.40pm

    Refreshment & Networking

  • 16.00pm

    Panel discussion - Sell side

    • What products do you have that you feel would be most valuable in this market in 2018?
    • Nearly everyone had a good year in 2017 – what are your best and worst predications for 2018?
    • How will fees and transparency evolve – and is that good for you? 
    • What’s your view on technology, margin pressure and regulatory reform?
    • Multi asset, Income generation and liquid alternatives - Are these still the main themes?
    • What's the way forward for how product manufacturers and fund selectors should partner with each other going forward?
    • How are you engaging other markets in GCC and even wider – like India and Africa?
    • Where is the big opportunity – international private banks, local banks, universal banks, insurance companies / platforms or family offices?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Yunus Selant

    Regional Manager Middle East & Africa

    Allfunds

    Nick Savastano

    Head of Offshore Global Life Groups and Middle East Financial Institutions

    Invesco

    Iheshan Faasee

    Client Portfolio Manager

    Russell Investments

    Dhiraj Rai

    Director, Gulf & Eastern Mediterranean

    Franklin Templeton Investments

    Akhil Chaturvedi

    Executive Vice President, Head of Sales and Distribution

    Motilal Oswal Asset Management

    Faisal Hasan, CFA

    Chief Business Development Officer, Head of Investment Research

    KAMCO

    Scott Littlewood

    Fund Manager

    Helvetic Investments

  • 17.00pm

    Forum End

Jan 24

Middle East Wealth Management Forum 2018

Ritz Carlton, DIFC, Dubai,UAE

Speakers

Laurence Black

Asiaciti Trust

James Ferguson

Guardian Wealth Management

Karim Ghandour

Legacy Line

Graham Morrall

Hansard International

Sandeep Singh

Franklin Templeton Investments

Vinod Krishnan

Arch Corporation

Sofia Mota

re/think

Mandeep Nalwa

Taurus Wealth Advisors

Shiraz Habib

First Abu Dhabi Bank

Aashish Somaiyaa

Motilal Oswal Asset Management

George Triplow

EY

Yunus Selant

Allfunds

Damian Hitchen

Swissquote

Daffer Faroq Luqman

Abu Dhabi Islamic Bank

Jennifer Hansen

xo Markets

Nick Savastano

Invesco

David Russell AM QC

Outer Temple Chambers

Deepak Ahuja

NADIA Global

Philip Cernik

Friends Provident International

Thomas Buemsen

Dorsum

Scott Littlewood

Helvetic Investments

Bata Racic

Henley & Partners

Tim Searle

Globaleye

Philip Story

Investors Trust

Peter Huber

Zurich International Life

David Varley

Sun Life Financial

Akhil Chaturvedi

Motilal Oswal Asset Management

Tariq Bin Hendi

Emirates NBD

David Russell

Outer Temple Chambers

Muneer Khan

Simmons & Simmons

Deepak Mehra

Commercial Bank of Dubai

Szymon Idzikowski

Abu Dhabi Commercial Bank

Biswajit Dasgupta

Emirates Investment Bank

F. Edward Lopez

JHC Financial

Yann Mrazek

M/HQ

Dhiraj Rai

Franklin Templeton Investments

Faisal Hasan, CFA

KAMCO

Walter Jopp

Zurich International Life

Anthony Jaganathan

Emirates NBD

Jan 24

Middle East Wealth Management Forum 2018

Ritz Carlton, DIFC, Dubai,UAE

Partners

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Jan 24

Middle East Wealth Management Forum 2018

Ritz Carlton, DIFC, Dubai,UAE

Event Highlights

We were delighted to host our third Middle East Wealth Management event in Dubai.  Over 275 CEOs, COOs, CIOs, senior management, asset managers, and advisors attended – from a mix of Private Banks, Retail Banks, Asset Management, Insurance Companies, Independent Firms & Family Offices, and IFAs.

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.

 

Content Highlights 

Video Highlights
Video Highlights Summary PDF
Photos
Event summary
Panel discussions
Presentations & Wealth TALKS
Videos

 

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 Summary 

Middle East Wealth Management on Track for Growth and Evolution

The Hubbis Middle East Wealth Management Forum on January 24 proved an enormous success with sponsors, speakers and delegates. The discussions ranged from wealth management strategies to legacy planning to compliance to technology to investment opportunities.    

 

Video Highlights

At the Forum we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Their individual interviews can be accessed below: 

Akhil Chaturvedi, Motilal Oswal Asset Management
Anthony Jaganathan, Emirates NBD
Damian Hitchen, Swissquote
David Russell AM, QC, Outer Temple Chambers
Deepak Ahuja, RAKBANK
Deepak Mehra, Commercial Bank of Dubai
Edward Lopez, JHC Financial
Graham Morrall, Hansard International
Jennifer Hansen, Saxo Markets
Karim Ghandour, LegacyLine Family Office
Laurence Black, Asiaciti Trust
Nick Savastano, Invesco
Philip Cernik, Friends Provident International
Philip Story, Investors Trust
Shiraz Habib, National Bank of Abu Dhabi
Sofia Moto, re/think
Tariq Bin Hendi, Emirates NBD
Timothy Searle, Globaleye
Walter Jopp, Zurich International Life

 

Panel Discussions 

We held 6 interactive panel discussions throughout the day – which involved 35 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

 

How can Wealth Management Improve its Core Proposition?
The UAE wealth management sector is enjoying robust growth, but can the UAE become a top-flight wealth centre? A panel of experts debated in the first panel of the Hubbis Middle East Wealth Management Forum in Dubai on January 24.

Panel Members
Sandeep Singh, Senior Director, Regional Head Central Eastern Europe, Middle East and Africa, Franklin Templeton Investments
Mandeep Nalwa, Founder, Chief Executive Officer, Taurus Wealth Advisors
Daffer Luqman, Global Head of Liabilities & Wealth Management, Retail Banking Group, Abu Dhabi Islamic Bank
Deepak Ahuja, Director of Wealth Management, Bancassurance & Mortgages, RAKBANK
Biswajit Dasgupta, Chief Investment Officer, Head of Global Markets, Emirates Investment Bank

 

Family Businesses in the GCC – the Challenges They Face
Wealthy families in the GCC face many tough challenges, the most pressing of which relate to increasing tax compliance demands, as well as succession planning. Our second Hubbis Middle East Wealth Management panel of January 24 highlighted many of the key issues.

Panel members
David Varley, Chief High Net Worth Officer, Sun Life Hong Kong, Sun Life Financial
Muneer Khan, Partner, Financial Regulatory Practice, Simmons & Simmons
David Russell AM QC, Barrister at Law, Outer Temple Chambers
Karim Ghandour, Founder & Chief Executive Officer, LegacyLine Family Office
Yann Mrazek, Managing Partner, M/HQ
Laurence Black, Regional Director, Client Solutions, EMEA, Asiaciti Trust
Vinod Krishnan, Managing Director, Arch Corporation

 

How do Wealth Management Firms Future Proof their Businesses?
How will wealth management firms employ technology and digital solutions to improve their business? Can the wealth providers effectively integrate the fintech and RegTech solutions available? These and other matters were scrutinised in detail.

Panel members
F. Edward Lopez, Chief Revenue Officer, JHC Financial
Anthony Jaganathan, Head of Operations & Middle Office, Wealth Management, Emirates NBD
Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Sofia Mota, Director and Head of Regulatory and Compliance Services, re/think
George Triplow, Executive Director, MENA Wealth & Asset Management Leader, EY
Thomas Buemsen, Managing Director, Middle East, Dorsum
Jennifer Hansen, Executive Vice President, Head of Global Sales Strategy and Execution, Saxo Markets

 

The Insurance Wake-up Call: Developing Better Customer Outcomes
Educating the HNW customer base as to the best products and structuring fair, client-friendly solutions are both opportunities and challenges, especially when life insurance and critical illness cover are yet to gain much traction.

Panel members
Walter Jopp, Chief Executive Officer, Middle East, Zurich International Life
Philip Cernik, Chief Marketing Officer, Middle East & Africa, Friends Provident International
Graham Morrall, Global Sales and Marketing Director, Hansard International
Timothy Searle, Chairman, Globaleye
Philip Story, Head of Distribution, EMEA, Investor's Trust
James Ferguson, Senior Financial Planner, Guardian Wealth Management

 

Creating Outcomes in the Best Interests of the Client
A need to raise competency and professional standards, as well as a desire to create favourable outcomes for the client, indicate that the development of new suitable products and services are at the forefront of the wealth industry’s priorities.

Panel members

Tariq Bin Hendi, Executive Vice President, Head of Products & Advisory, Emirates NBD
Deepak Mehra, Head of Advisory, Treasury and Asset Management, General Management, Commercial Bank of Dubai
Shiraz Habib, Executive Director, Head of Investment Products & Solutions, First Abu Dhabi Bank

 

Optimistic Experts Survey the World of Investment Opportunities  
The final panel discussion of the day at the Hubbis Middle East Wealth Management Forum focused on the investment opportunities wealth providers are promoting, in the region and globally. The dominant theme was optimism.

Panel members
Yunus Selant, Regional Manager Middle East & Africa, Allfunds Bank
Nick Savastano, Head of Offshore Global Life Groups and Middle East Financial Institutions, Invesco
Iheshan Faasee, Client Portfolio Manager, Russell Investments
Dhiraj Rai, Director, Gulf & Eastern Mediterranean, Franklin Templeton Investments
Akhil Chaturvedi, Executive Vice President, Head of Sales and Distribution, Motilal Oswal Asset Management
Faisal Hasan, CFA, Chief Business Development Officer, Head of Investment Research, KAMCO
Scott Littlewood, Fund Manager, Helvetic Investments

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

The Consumer Revolution, Insurance and Wealth Management
Peter Huber, CEO of Zurich International Life, opened the Hubbis Middle East Wealth Management Forum with a thought-provoking address on insurance.

Residence and citizenship opportunities
Bata Racic of Henley & Partners discussed why secondary residence or citizenship is so compelling for wealthy business people and families from the Middle East region. In an unsettled, ever-changing world, it is an insurance policy for the future.
View Slides

Islamic Legacy Planning – Evolution or Revolution?
The typical GCC merchant family is facing many challenges to the maintenance, expansion and inter-generational transitioning of their wealth. Yann Mrahez, Managing Partner at UAE multi-services advisory firm M/HQ, believes that the time has come to change outmoded mindsets.
View Slides

Wealth Protection and Succession Solutions for Wealth Families
Laurence Black, Regional Director, Client Solutions, EMEA for Asiaciti Trust, is in the business of ‘trust’ and knows that dynastic planning is vital to ensure family harmony and personal legacy aspirations.
View Slides

Digital Delivery of Wealth Management – the Era of the Platform
Swiss bank Swissquote serves its entire global client base of more than 350,000 customers entirely through a digital interface. Damian Hitchen, CEO for the Middle East and Asia, believes the digital revolution has much further to go.
View Slides

Managing Wealth for a New Generation
Tariq Bin Hendi, Executive Vice President and Head of Products and Advisory for Emirates NBD, discussed the challenges that lie ahead for Private Banking as a new generation of high net-worth clients stand to inherit the World.

Hybrid AI and Human Solutions in Digital Wealth Management
Thomas Buemsen, Managing Director for the Middle East at investment software provider Dorsum, is on a mission to convert wealth management institutions to the world of AI. But not ‘extreme AI’.  
View Slides

Developing technology strategies for the mass affluent and HNW sectors
Jennifer Hansen, Global Head of Sales Strategy & Execution at Saxo Markets, is at the cutting edge of digitisation in wealth management. She has a bird’s eye view of the digital revolution.
View Slides

A Matter of Life and Death
Philip Cernik, Chief Marketing Officer for the Middle East & Africa at Friends Provident International, knows that expats residing in the UAE need to structure their estates carefully.
View Slides

Investing in India
Aashish Somaiyaa, Managing Director and Chief Executive Officer of Motilal Oswal Asset Management, discussed how the rapidly increasing GDP in India has led to the dramatic growth of disposable income, particularly benefitting investment in the financial and consumer sectors.
View Slides

Retirement Financial Planning: Obstacle or Opportunity?
Szymon Idzikowski, Fund Analyst at Abu Dhabi Commercial Bank, is concerned about the poor financial understanding and preparation for retirement. 
View Slides

 

Testimonials

“Excellent event, well organised, it was well very attended too. The topics discussed were very much relevant to current market conditions and will provide insights to audience. Well done – Team Hubbis !”
Deepak Ahuja, Director - Wealth Management & Mortgages, RAKBANK

 

“This was our first opportunity of working with Hubbis. [The Hubbis Middle East Wealth Management Forum] was a fun event – and from a sponsor’s perspective good value.  The team seem quite receptive to feedback and it’s been good to see the event improve year-on-year. The forum was attended by a broad spectrum of wealth management players – including good representation from regional and domestic banks”
Nick Savastano, Head of Offshore Global Life Groups and Middle East Financial Institutions, Invesco

 

“I want to thank everyone at Hubbis for making this year’s Middle East Wealth Management Forum a real success. It really makes a difference to work with people who know what they are doing and are willing to do what it takes to make it happen. I appreciate the chance to be part of it.”
Bata Racic, Manager, Henley & Partners

 

"Conferences organised by Hubbis go well beyond a networking opportunity. Michael and his team manage a very professional conference which results in Senior Executives attending and sharing their thoughts through presentations, panel discussions and breakout sessions. It is always a pleasure to be part of their conference in Dubai because I am rest assured that I will gain deeper insight into topical issues and meet new business acquaintances."
Mandeep Nalwa, Founder, Chief Executive Officer, Taurus Wealth Advisors

 

"The Hubbis Middle East Wealth Management Forum 2018 was both an interesting forum to share ideas and a tremendous opportunity to learn and keep up with industry trends."
Laurence Black, Regional Director, Client Solutions, EMEA, Asiaciti Trust

 

Jan 24

Middle East Wealth Management Forum 2018

Ritz Carlton, DIFC, Dubai,UAE