Estate, succession and legacy planning and solutions are of increasing importance to all clients as the founder generations age, as the younger generations return from overseas armed with their Western educations and perspectives, and as the region embraces the trends taking place around the world amongst HNW and UHNW clients.

There are some fascinating developments that will facilitate a more active wealth structuring and estate planning market in both Singapore and UAE.

UAE has been working hard to position itself as a wealth managing centre. And some might argue it’s becoming increasingly appealing to many – including wealth Indian Families. But how does it compare and contrast to other options like Singapore?

In the region, and in order 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 continue to improve. And this is happening - 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. For example, there is ongoing liberalisation of the financial markets and the availability of Common Law structures through the Dubai International Financial Centre.

Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, and perhaps especially tricky in culturally sensitive in regions such as the Middle East. Accordingly, we will assemble a panel of genuine experts who truly understand the market and the clients for our Hubbis Dialogue event of July 7.

They will review the state of the wealth management industry in the GCC and Singapore, in particular the evolution of carefully planned and well-executed wealth, estate and succession planning and structuring, all from the perspective of the engagement with the client base and the nurturing of the right types of discussions around these important subjects. The mission is to help unravel the nuances of the right approaches, and how the wealth industry and associated advisors can encourage private clients to adopt the best products, solutions and structures to safeguard and build their investible wealth in their lifetimes as well as to help facilitate the transition of their estates to their loved ones later on.

They will also look carefully at the regulatory infrastructure and environments in Asia and the Middle East, to determine what liberalisation is taking place that will help more of the advice and solutions to be given, and then expedited within the region. And they will analyse what talent, experience and expertise are required in the region, as well as how the client-facing advisors and professionals should most effectively approach and communicate with these clients.

Jul 7

UAE and Singapore – Wealth Structuring Opportunities

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

Laurence Black

Asiaciti Trust Group

Lee Woon Shiu

DBS Private Banking

Nirav Dinesh Kumar Shah

FAME Advisory

Philippe Amarante

Henley & Partners

Why you should attend Hubbis events

Connect

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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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Experience our latest event for yourself

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

    UAE and Singapore – Wealth Structuring Opportunities

    • How is the UAE positioning itself as a wealth managing centre?
    • What is the current state of the UAE wealth management market, and what are the key advantages it offers regional and global UHNWIs?
    • Can UAE compete effectively with Singapore / Switzerland as a go-to centre for single-family offices and UHNW clients? And if so, how?
    • What has the UAE and Singapore done to become more relevant and interesting for UHNW families and family offices?
    • Is UAE today mainly a wealth management hub for HNW and UHNW clients from India and the Middle East, or is it more, is it global in its appeals for these clients?
    • How closely involved are the second and third generations be in this estate and succession planning, and how involved should they be?
    • What have the government and the regulators/authorities been doing to widen the appeals of UAE for the location or expansion of single-family offices? In short, why should families set up a SFO in UAE?
    • Would increasing compliance and proposed Corporate tax will have impact on existing structures for investments and would it impact attractiveness of UAE as destination?
    • How does the region’s wealth advisory community deliver advice and structures across multiple jurisdictions?
    • What role does Residency & Citizenship planning play in the overall estate and legacy planning?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Laurence Black

    Regional Director, Client Solutions, EMEA

    Asiaciti Trust Group

    Nancy Chien

    Partner, Head of Private Client

    Bedell Cristin

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Banking

    Nirav Dinesh Kumar Shah

    Founder and Managing Director

    FAME Advisory

    Philippe Amarante

    Managing Partner, Head of Dubai and Pakistan

    Henley & Partners

  • 16.00pm

    Webinar Ends

Jul 7

UAE and Singapore – Wealth Structuring Opportunities

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Laurence Black

Asiaciti Trust Group

Lee Woon Shiu

DBS Private Banking

Nirav Dinesh Kumar Shah

FAME Advisory

Philippe Amarante

Henley & Partners

Jul 7

UAE and Singapore – Wealth Structuring Opportunities

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Jul 7

UAE and Singapore – Wealth Structuring Opportunities

3.00pm - 4.00pm HKT/SGT

REGISTER