The state of the wealth management industry in the GCC will be debated in depth at the November 19 Hubbis Digital Dialogue event, with an erudite panel of experts who will review the evolution of the WM market there to date, and opine on what steps must be made by both the authorities in the region and by the private sector to more fully set the industry on the road to realise more of its full potential. For wealth management to thrive in the Middle East, there is no doubt that the quality of advice on investments, wealth structuring, and estate planning must improve, hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the industry can offer in order to keep their private clients engaged.

Estate and succession planning solutions are key areas where there is far greater emphasis in the GCC, as the founder generations age and as the younger generations return from overseas armed with their Western education. Which jurisdictions do GCC based clients prefer to utilise for their wealth planning and trust structures? Is the recent availability of common-law trust structuring through the DIFC resulting in a boost for business there? Are wealthy clients remediating older structures, with the arrival of the CRS, economic substance and soon Mandatory Disclosure Rules? How does life insurance fit into wealth and succession planning in the region these days?

Another core and very intertwined topic is the growth of the family office proposition in the region, as regulators and the private sector strive to keep more of such clients at home in the region. But, is the UAE yet offering a competitive service in the single-family office and the multi-family office segments, both of which are seeing a rapid expansion globally and especially in recent years in Asia? Can the GCC region compete with Singapore, Switzerland, London ect. And is the Middle East client base interested in creating SFOs or using the services of MFOs in their own region, or do they prefer to keep these at some distance?

These and other fascinating topics will be covered in what will be a lively and insightful discussion on November 19.

Nov 19

The Evolution of Wealth Management in the Middle East

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Ayesha Abbas

Standard Chartered Bank

Sunita Singh Dalal

Stephenson Harwood

Laurence Black

Asiaciti Trust

Wael Salem

Tradesocio

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Middle East Wealth Management Forum 2020

3.00pm - 4.00pm HKT/SGT

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

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Event Agenda
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  • 15.00pm

    The evolution of Wealth Management in the Middle East

    • What are the key developments in the Middle East Wealth Management and Asset Management?
    • Can the GCC region professionalise and expand its offerings to keep more home-grown private clients working through the main regional centres, and trusting the local WM industry with more AUM?
    • Who is competitive in the region, the global private banks, boutique international banks, arms of the major local banks, or the growing independent wealth management community?
    • What do Middle East clients seek? More products? Better advice? DPM? Estate & Succession planning? In short, where is the need, the demand and the growth?
    • In terms of investments, what are the key trends for Middle East HNWIs and UHNWIs in terms of portfolio construction and preferences?
    • What is the role of the digital, online product, execution and even custody platforms in the region, and are they competitive with the major banks?
    • Where are the key areas of focus for digital investment in tools and solutions, and why?
    • Is the wealth industry there managing to develop more sustainable advisory and DPM revenues, or is it still rather ad hoc?
    • How will the pandemic affect the industry and business practices?

    Moderator

    Malik S. Sarwar

    CEO

    K2 Leaders

    Speakers

    Madhavan Sivashankar

    Founder, CEO & Member of The Board of Directors

    Gulf International Finance

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust

    Sunita Singh Dalal

    Of Counsel

    Stephenson Harwood

    Wael Salem

    Chief Executive Officer

    Tradesocio

    Ayesha Abbas

    VCGM, Head of Priority and Premium Segments

    Standard Chartered Bank

    Ashok Sardana

    Founder and Managing Director

    Continental Financial Services

    Raghavendra Ramesh

    Solutions Consultant

    Moxtra

    Thomas Schornstein

    General Manager Middle East, Member of ExB

    additiv

  • 16.00pm

    Webinar Ends

Nov 19

The Evolution of Wealth Management in the Middle East

3.00pm - 4.00pm HKT/SGT

Register
Speakers

Ayesha Abbas

Standard Chartered Bank

Sunita Singh Dalal

Stephenson Harwood

Laurence Black

Asiaciti Trust

Wael Salem

Tradesocio

Raghavendra Ramesh

Moxtra

Ashok Sardana

Continental Financial Services

Thomas Schornstein

additiv

Malik S. Sarwar

K2 Leaders

Madhavan Sivashankar

Gulf International Finance

Nov 19

The Evolution of Wealth Management in the Middle East

3.00pm - 4.00pm HKT/SGT

Register
Partners

platinum

Nov 19

The Evolution of Wealth Management in the Middle East

3.00pm - 4.00pm HKT/SGT

Register