Helping Asian Wealth Management Communities interact

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

Thank you to all of our event partners: 1291 Group, Alpadis Group, Asiaciti Trust, ERI Banking, Intellect Design Arena, RGN, Sun Life Financial, Swissquote, PraxisIFM and Invest Samoa.

Jan 21

Middle East Wealth Management Forum 2020

Ritz-Carlton Hotel, 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

Ahmad Chahidi

Bank Julius Baer

Anand Rai

Intellect Design Arena

Asad Khairi

HSBC Bank

Ashok Sardana

Continental Financial Services

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 highlights
All event highlights

Experience our latest event for yourself

Digital Wealth Asia Forum 2019

Ritz-Carlton Hotel, DIFC,UAE

We were delighted to host our annual event in Hong Kong for the Digital Community in Wealth Management.

More than 300 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), Ex...

Continue reading

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

  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - How is Wealth Management in UAE developing? Opportunities and Challenges?

    • What's your best and worst possible scenario for this industry in the next three years?
    • What’s your USP?
    • Which clients are the focus? What segments are the focus?
    • Long-term success in the UAE is based on what? 
    • What’s the evolution of AI, data and digital in banking?
    • How is the legal and regulatory landscape developing?
    • It’s been a tough few years – when will the market bounce back?
    • What are the developing regional opportunities you can service from Dubai?
    • Does the quality of talent fall short in comparison to Singapore, London and New York?
    • How are you dealing with the hunt for talent?
    • How can you transition clients to the next generation of bankers?

    Chair

    Malik S. Sarwar

    CEO

    K2 Leaders

    Panel Members

    Muneer Khan

    Partner, Financial Markets

    Simmons & Simmons

    Ashok Sardana

    Managing Director

    Continental Financial Services

    Ayesha Abbas

    VCGM, Head of Priority and Premium Segments

    Standard Chartered Bank

    Paul A Cox

    Regional Head of Wealth Development, MENA and Turkey

    HSBC Bank

    Saif Al Keem

    Head of Priority Banking, Wealth Management, and Liabilities

    Abu Dhabi Islamic Bank

  • 9.50am

    Presentation - End of Service Benefit within ADGM/Abu Dhabi

    Martyn Crespel

    Director

    PraxisIFM

    • Why are we doing it
    • How are we doing it
    • The benefit to the employee
  • 10.00am

    Presentation - RM Office - 2020 Advantage

    Anand Rai

    Presales Lead

    Intellect Design Arena

    • Possibility to Increase RMs productivity by 20%
    • Possibility to reduce operational cost by 20%
    • Let your system take care of compliance - 3D Compliance
    • Leveraging Digital - Enhanced Outreach and contextualised experience
    • Actionable insights to direct the destiny of the business
  • 10.15am

    Panel discussion - How is the Multi Family Office (MFO) proposition developing?

    • Why start a MFO in the GCC?
    • The vast majority of AUM remains with private banks and bankers – with investment decisions still driven by the client on an advisory basis. Will this change? What’s the value that a MFO brings? How do you compete?
    • How will Private Banks and Independent Firms collaborate or compete in the future?
    • What are some of the common challenges for the IAMs/MFOs today? IT, HR, Ops, Compliance?
    • How are you improving your platform from an investment and operational perspective?
    • What is your target segment of clients?
    • How are you evolving your client service?
    • Where will new clients come from? UAE, Bahrain, Abu Dhabi, Europe, Eastern Africa?
    • Are the majority of MFOs firms truly independent? How should clients decide which firm is best to use?
    • Where is the most robust and organised financial centre for UHNW wealth?

    Chair

    Malik S. Sarwar

    CEO

    K2 Leaders

    Panel Members

    Madhavan Sivashankar

    Founder, CEO & Member of The Board of Directors

    Gulf International Finance

    Prashant Tandon

    CEO, Managing Director

    Lighthouse Canton

    Fadi Barakat

    Chief Investment Officer

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Food for thought: CRS / AEOI – Practical experiences

    Ivan Pelle

    Founder & CEO

    RGN

    • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
    • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
    • AEOI and CRS practical experiences
  • 11.45am

    Presentation - From Success to Significance - How to excel professionally

    Malik S. Sarwar

    CEO

    K2 Leaders

    • Learn the three things to excel, integrity, competence, compassion
    • Discover three things you can do to enhance your skills
    • One golden nugget you can apply for success

Afternoon

  • 12.15pm

    Panel discussion - Evolution of the advisory landscape

    • What developments are we seeing in Islamic Wealth and Asset Management?
    • Delivering investment products and advice to clients – time to re-think everything?
    • Quality of advice – what’s different in the GCC vs Europe and Asia?
    • How are clients looking to diversity into –           
      - Managed Investments           
      - Non-correlated assets           
      - Private Assets
      - Debt and Equity
      - Income generating assets
    • What innovative investment solutions are UHNW clients looking for?
    • What new structured product solutions are clients eager to engage?
    • Is it likely that clients will be more interested in discretionary?
    • How will we move to a fee for service and deliver advice?
    • How do we justify that fee?
    • What are the services we are charging and what do clients get?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Tomasz Bortnik

    Head of Wealth Management Product – UAE & Bahrain

    Citi

    Asad Khairi

    Regional Head Investment & Insurance, Middle East, North Africa & Turkey

    HSBC Bank

    Malik S. Sarwar

    CEO

    K2 Leaders

  • 13.10pm

    Lunch

  • 14.00pm

    Panel discussion - The Opportunities for Family Offices, Multi-Family Offices and their Service Providers in the UAE

    • How is the UAE competing in the Family Office and Multi-Family Office segment?
    • How does the UAE compare to Singapore, Switzerland, London and the Channel Islands?
    • Family’s from which countries are optimal targets for UAE FO/MFO’s – what is the current experience and are their new developing trends?
    • With economic substance tests and CRS, are mid-shore financial centres such as Singapore and Switzerland at a competitive disadvantage with the UAE?
    • For Families utilising the UAE as a FO/MFO location where are the optimal booking centres for liquid assets – are we observing changes to the traditional booking centres (London and Switzerland) in favour of other centres (Singapore or Hong Kong)?
    • Are the leading private banks and asset management platforms in these booking centres sufficiently focused on the UAE and delivering appropriate levels of custody, product and transaction related services? What could be improved?
    • What are the pro’s and cons’ over inhouse vs. outsourced wealth structuring services to FO/MFO’s in Dubai? Are GCC based families open to outsourced services or do they prefer to keep it all inhouse? What are the opportunities for outsourced providers and what is their competitive edge?
    • What trends do you see in GCC families being prepared to pay fees for services?
    • How is the UAE positioned competitively to attract FO/MFO family members to establish residency? What are the pros and cons and what are the competitive advantages of UAE over other jurisdictions?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Ewald J. Scherrer

    Managing Director,

    Alpadis Group

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust

    Ismael Hajjar

    Director, MENA Private Client Services, Family Enterprise, Family Office Advisory

    EY

    Nirav Dinesh Kumar Shah

    Founder and Managing Director

    FAME Advisory

    Vinod Krishnan

    Managing Director

    Arch Corporation

  • 14.50pm

    Presentation - Family and Family Office Governance

    Ewald J. Scherrer

    Managing Director,

    Alpadis Group

    • What is family Governance?
    • Why is Family Governance essential to ensuring wealth preservation and the transfer of wealth to future generations for family cohesion and stability, now and in the future?
    • How Family Governance helps provide greater clarity on one’s succession, ownership, governance and strategy?
  • 15.05pm

    Presentation - Different Strokes for Different Folks…

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust

    Selecting the Right Fiduciary and Jurisdiction - Benefits and considerations

    • What to look for when choosing a trustee
    • Choice of jurisdiction
    • Benefits of an independent trustee
  • 15.20pm

    Refreshment & Networking

  • 15.40pm

    Presentation - Value-added family office services beyond asset management

    Oliver Muggli

    Chief Executive Officer 1291 Private Office

    1291 Group

    • A Family Office can add more value to its wealthy families than simply managing their assets and exploring promising investment opportunities.
    • Taking a more holistic view, additional services can create a significant benefit for the wealthy families and can help to strengthen the client relationship.
    • Succession planning with a modern and sophisticated wealth planning tool and tailor-made financing solutions for illiquid assets such as a private jet, art or a single stock position are good examples for these value-added services.
  • 15.55pm

    Presentation - The HNW Insurance Market has Changed – Here’s how you win

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    • What’s happening in the HNW Market?
    • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market?
    • What are the new Products and Trends in HNW Market?
    • Why should Bankers and Financial Advisers be interested in HNW Insurance?
  • 16.10pm

    Panel discussion - Estate and Succession Planning Solutions for GCC based clients – what are the key considerations?

    • Which jurisdictions do GCC based clients prefer to utilise for their wealth planning / trust structures? Is there any evidence of movement from traditional centres to new locations?
    • Is the availability of common-law trust structuring through the DIFC seeing traction?
    • For older structures, with the development of economic substance / CRS etc. is there sufficient focus on reviewing and remediating these structures? What are the opportunities here
    • For non-Muslims the DIFC Wills process is relatively expensive, in particular for Mass Affluent and lower segment High Net Worth clients – what is the process and cost implications and what are the options and pitfalls for alternatives to the DIFC Will for onshore assets?
    • For some GCC based clients Common-Law Trusts may not be a suitable solution for their wealth transfers needs – what alternative structures are being utilised by which client segments?
    • What are the trends in the utilisation of life insurance by GCC based clients? Is there a move from single payment to multi-pay UL? What about indexed UL over traditional UL? What about PPLI and VUL?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Ahmad Chahidi

    Wealth Planning, Advisory International

    Bank Julius Baer

    Karim Ghandour

    Founder & Chief Executive Officer

    Legacy Line

    Oliver Muggli

    Chief Executive Officer 1291 Private Office

    1291 Group

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    Sunita Singh Dalal

    Of Counsel

    Stephenson Harwood

    Deepak Malhotra

    Chief Executive Officer

    Mayfair Private

  • 17.00pm

    Forum End

Jan 21

Middle East Wealth Management Forum 2020

Ritz-Carlton Hotel, DIFC,UAE

Speakers

Ahmad Chahidi

Bank Julius Baer

Anand Rai

Intellect Design Arena

Asad Khairi

HSBC Bank

Ashok Sardana

Continental Financial Services

Ayesha Abbas

Standard Chartered Bank

Daffer Faroq Luqman

Abu Dhabi Islamic Bank

David Varley

Sun Life Financial

Deepak Malhotra

Mayfair Private

Ewald J. Scherrer

Alpadis Group

Fadi Barakat

Farha Kirubi

Gateway

Ismael Hajjar

EY

Ivan Pelle

RGN

Karim Ghandour

Legacy Line

Laurence Black

Asiaciti Trust

Madhavan Sivashankar

Gulf International Finance

Malik S. Sarwar

K2 Leaders

Martyn Crespel

PraxisIFM

Muneer Khan

Simmons & Simmons

Nirav Dinesh Kumar Shah

FAME Advisory

Oliver Muggli

1291 Group

Paul A Cox

HSBC Bank

Prashant Tandon

Lighthouse Canton

Saif Al Keem

Abu Dhabi Islamic Bank

Sunita Singh Dalal

Stephenson Harwood

Tomasz Bortnik

Citi

Vinod Krishnan

Arch Corporation

Jan 21

Middle East Wealth Management Forum 2020

Ritz-Carlton Hotel, DIFC,UAE

Sponsors

gold

silver

bronze

Jan 21

Middle East Wealth Management Forum 2020

Ritz-Carlton Hotel, DIFC,UAE

Summary

We are delighted to host our 5th annual Middle East Wealth Management Forum

GCC continues to present an enticing opportunity in wealth management for domestic and foreign players alike.

The agenda is designed to include presentations, workshops, case studies and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level.

Please view the POST EVENT report from the forum in 2019 - and you can also view all the content from the event HERE. View the PHOTOS, and VIDEO HIGHLIGHTS. And you might like to read these TESTIMONIALS from clients and see how much they LOVE WEALTH MANAGEMENT.

Its exclusively designed for CEOs, senior management, product gatekeepers and relationship managers – from the leading local Private Banks, Securities Firms. Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies and Wealth Management Firms.

Key to the content at this event is also providing insights from experts in overseas markets – sharing best practices, the components of successful businesses, and lessons learned from developing wealth management offerings elsewhere.

The wealth management industry is certainly evolving. The regulators are helping improve practices and standards of professionalism. And institutions in the Middle East are assessing and reacting to the ever greater regulatory and compliance requirements from across the globe

The agenda will include the following presentations;

  • End of Service Benefit within ADGM/Abu Dhabi
  • RM Office - 2020 Advantage
  • From Success to Significance
  • Family and Family Office Governance
  • Different Strokes for Different Folks…
  • Value-added family office services beyond asset management
  • The HNW Insurance Market has Changed – Here’s how you win


There are panels covering these topics;

9.00am – 9.45am: How is Wealth Management in UAE developing? Opportunities and Challenges?
10.15am – 11.00am: How is the Multi Family Office (MFO) proposition developing?
12.20pm – 1.10pm: Evolution of the advisory landscape
2.00pm – 2.45pm: Curating the best solutions for clients – what goes in the mix today?
4.15pm – 5.00pm: What is the state of play for HNW insurance solutions in GCC wealth and legacy planning?

 

We are delighted to host this must-attend fixture in the Middle East wealth management calendar.
 

Jan 21

Middle East Wealth Management Forum 2020

Ritz-Carlton Hotel, DIFC,UAE

Past Event Highlights

We were delighted to host our annual Middle East in Asian Wealth Management event in Dubai. Over 250 CEOs, COOs, CIOs, senior management, asset managers, and advisers attended – from a mix of Private Banks, Retail banks, IFAs, Family Offices, Insurance Companies, Asset Management Firms and other Independent Wealth Management Firms.

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
Exclusive Insights
Testimonials
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post event Supplement

 

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

The Middle East: A Wealth of Opportunity and Challenges Ahead

Hubbis is delighted that our delegates and speakers all enjoyed a remarkably positive and insightful day on January 22 in Dubai, when we hosted our 4th annual Middle East Wealth Management Forum.

 

VIDEO HIGHLIGHTS - Videos

We asked leading industry experts - what are the opportunities and challenges for the year ahead?  View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I love Wealth Management
Testimonials

Bart Kendall, Globaleye
Christian CameronDubai Financial Services Authority
Damian HitchenSwissquote
F. Edward LopezJHC Systems
Fahad VerseyUnion Insurance
James PollardPwC 
Kimberley WilksPwC
Laurence BlackAsiaciti Trust
Malik SarwarK2 Leaders 
Nick SavastanoInvesco 
Nirav Dinesh Kumar ShahFAME Advisory 
Nisarg TrivediSchroders 
Peter HuberZurich International
Philip StoryInvestors Trust
Sean KelleherMondial 
Shiraz HabibFirst Abu Dhabi Bank 
Yann MrazekM/HQ

 

EXCLUSIVE INSIGHTS: 

We e asked leading industry experts for their exclusive and incisive insights.  Click on the links to view the individual videos.

Exclusive Insights

Bart Kendall, Globaleye
How do most firms deploy talent management for hiring, upskilling and retaining?

Christian Cameron, Dubai Financial Services Authority
What regulatory initiatives in Funds and Asset Management have we seen in UAE?

Damian HitchenSwissquote
What digital expectations do wealth management clients have today? Do you find that people are just talking about digital? Or really taking action?
Delivering investment products and advice to clients – time to re-think everything?

F. Edward Lopez JHC Systems
What’s the role of digitalization in wealth management in the GCC region?

James PollardPwC
How do you see tax developments and complexity impacting clients?
How are the local tax frameworks developing?

Kimberley WilksPwC
What are the worries for a Middle East family which has structures in place? Is it reputation risk, regulatory risk, new taxes or levies being introduced?
What are the tax developments that affect wealthy clients in GCC today?

Laurence BlackAsiaciti Trust
How do wealthy families try and engage the next generation around handling the wealth?
Do you see Middle East families trying to use more on shore jurisdictions or they continue to use offshore jurisdictions?

Malik S. SarwarK2 Leaders
What’s the future of Discretionary and Advisory Portfolio Management in the Middle East?
Private wealth management – is this a time of dramatic change in the Middle East?
Is hiring top performers sustainable? Focus on hiring/grooming young talent?
Have we seen any examples of tangible success in digital wealth management in the US?

Nirav Dinesh Kumar ShahFAME Advisory
Is privacy an interesting topic for the GCC region today?
Do tax changes force clients to think about reporting and consequences?

Peter HuberZurich International
What are some of the trends that we are seeing in the insurance industry globally?
How would you explain the opportunity that UAE represents to Zurich International?

Philip StoryInvestors Trust
What are the developing regional opportunities you can service from Dubai?

Shiraz HabibFirst Abu Dhabi Bank
Are clients overly concentrated on risky assets? Are they becoming more diversified?
How will we move to a fee for service and deliver advice?

Yann MrazekM/HQ
What are their preferred jurisdictions, Local? Foreign? Do you think the DIFC and ADGM are now robust centres for wealth management, protection and structuring?

 

EVENT CONTENT - Panel discussions

We held 5 interactive panel discussions throughout the day – which involved 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.

Driving the Middle East Wealth Management Proposition Forward
A panel of eminent private bankers and asset managers assembled to cogitate on the state of the Middle East wealth management market. If there was one overriding conclusion from the experts, it was that the client must be first, last and everything in between. In a world both challenged and enhanced by technology, the wealth management market, at least in the Middle East, will likely remain driven by human skills and relationships., both through the good and the more difficult market conditions.

Panel Members
Sean KelleherChief Executive Officer, Mondial
Ashok SardanaManaging Director, Continental Group
Cedric LizinManaging Director, Head Wealth Management, Dubai Branch, UBS
Bart KendallDirector of Wealth Management, Globaleye
Sai NarainRegional Head of Sales & Distribution, Head of International Markets, HSBC Bank

 

Digital Solutions for Faster, Cheaper and Smarter Wealth Management
A smart panel of digital solutions experts and online platform providers mulled over the state-of-the-art for digitalisation in the global wealth management industry, and its applications to the current environment in the Middle East. The delegates at the Hubbis Middle East Wealth Management Forum were treated to some sharp insights on topics ranging from digital adoption to the arrival of Big Tech.

Panel members
Damian HitchenChief Executive Officer, Middle East & Asia, Swissquote
Yunus SelantRegional Manager Middle East & Africa, Allfunds Bank
Philip StoryHead of Distribution, EMEA, Investors Trust
F. Edward LopezChief Revenue Officer, JHC Financial

 

What Challenges do Wealthy Families in the Middle East Face Today?
Expert panellists on matters of family wealth and transition assembled at the Hubbis Middle East Wealth Management Forum to mine down into current issues of concern for high-net-worth (HNW) families in the region. They surveyed the challenges to wealth preservation, including staying on the right side of the mercurial local and global tax regulations, investing smartly and compliantly, fears over loss of privacy, and the relative benefits of onshore structuring in the UAE versus the traditional offshore routes, and how to smoothly transition wealth to the younger generations.

Panel members
Laurence BlackRegional Director, Client Solutions, EMEA, Asiaciti Trust
Yann MrazekManaging Partner, M/HQ
Nirav Dinesh Kumar ShahDirector, FAME Advisory
Tim DentonVice President - Head of Trust & Wealth Structuring, Emirates NBD
Kimberley Wilks, Senior Manager, Tax - Consulting Services, PwC

 

Developing the product and advisory proposition in the Middle East
The Hubbis Midde East Wealth Management Forum offered the audience to listen in to a fascinating, broad-ranging discussion covering the development of the Middle East high-net-worth (NHW) investor psychology, the wealth management industry’s evolution and perspectives on global asset allocation.

Panel members
Biswajit DasguptaChief Investment Officer, Head of Global Markets, Emirates Investment Bank
Shiraz HabibManaging Director & Head of Investment Solutions, First Abu Dhabi Bank
Malik S. SarwarCEO, K2 Leaders
Matein Khaled, Chief Investment Officer, Asas Capital

 

Opportunities for GCC’s HNWIs: Investment Experts Survey Global Landscape
In the final panel discussion of the Hubbis Middle East Wealth Management Forum, several leading investment professionals and senior assets and markets experts surveyed the opportunities for investors in the GCC region and analysed the key developments that have emerged and the key products and trends to watch out for in the future.

Panel members
Nick Savastano
Head of Offshore Global Life Groups and Middle East Financial Institutions, Invesco
Oliver KettlewellDirector of Fixed Income, Mashreq Capital
Nisarg TrivediMiddle East Sales Director, Schroders
Andrew NaylorDirector, Central Banks & Public Policy, World Gold Council

 

EVENT CONTENT - Presentations & Workshops

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 PDFs.

Time to Evolve with Agile and Innovative Ways of working
Peter Huber
, Chief Executive Officer of Zurich International (Zurich Insurance Group) is at the cutting edge of the international life insurance market’s evolution. He told the audience at the Hubbis Middle East Wealth Management Forum that the global economic environment remains challenging, regulation is intensifying, digitalisation is advancing, however at the same time that the growth of private wealth globally offers outstanding potential for firms that can forge and maintain their own unique identity with customers.
View Slides

Fintech, its Implementation and the Bottom Line for Financial Service Providers
Fahad Versey, Head of Distribution for the UAE at Union Insurance is a keen proponent of fintech, which is revolutionising the delivery of financial services across the globe. In the world of insurance, fintech brings many challenges and opportunities that Versey outlined to the delegates at the Hubbis Middle East Wealth Management Forum.
View Slides

Time is Money in Financial Services
Philip Story, Head of Distribution for EMEA at Investors Trust Assurance (ITA), advised attendees at the Hubbis Middle East Wealth Management Forum that embracing new technological systems and solutions can enhance customer service and increase earnings. Streamlining processes, delivering upon promises and prioritising face-to-face client contact are the keys to successful wealth management for today’s world. In addition, deciding early whether to aim for scale or boutique specialisation will help focus efforts and assets in the right direction.
View Slides

Casamont Highlights the Cyprus Prime Real Estate and Citizenship Programme
An unusual diversion from the typical Hubbis event agenda appeared in the form of a presentation on the Cyprus real estate market and how it can be blended to the country’s citizenship by investment programme. The talk was presented by another rarity in the form of Russian citizen Ilya Kustov, who is  senior manager of Casamont Cyprus, which is promoting exceptional lifestyle properties such as the homes found on Citrine Estates.
View Slides

Family Wealth Protection and Succession – Trusts and Structures for the MENA Region
Laurence BlackRegional Director, Client Solutions, EMEA at Asiaciti Trust is an expert in the arena of structuring family wealth for preservation and ease of transition to family members and younger generations. Dynastic planning is vital to ensure family harmony and personal legacy aspirations and due care and attention is essential. And nowadays, the GCC region offers more potential for onshore structures, rather than clients turning only to offshore vehicles, in synch with what is now a worldwide trend towards onshore and mid-shore.
View Slides

Transformational Wealth Management: Anticipating and Fulfilling Client Life Goals
Malik S. Sarwar, CEO of wealth management firm K2 Leaders and Chairman of Hubbis, has innovative views on the state of the wealth management industry and what its stakeholders need to do to take it to the next level of sustained success. He provided a fascinating, energetic interactive workshop at the Hubbis Middle East Wealth Management Forum in Dubai on January 22nd, 2019, presenting his ideas about what makes a well-rounded advisor and a successful wealth advisory firm.

How Technology Can Enhance the Delivery of Wealth Management
Damian Hitchen, CEO for the Middle East & Asia at Swissquote presented a fascinating Workshop to explain how in the world of financial services and wealth management, client demand is evolving rapidly. He surveyed why, and how, incumbent banks and other providers must adapt their business models and embrace the new technologies that are on offer. He warned that to fail in that endeavour could put the entire enterprise at risk.
View Slides

 

Jan 21

Middle East Wealth Management Forum 2020

Ritz-Carlton Hotel, DIFC,UAE