INDEPENDENT WEALTH MANAGEMENT FORUM – DUBAI 2024

Dusit Thani, Dubai,United Arab Emirates

Hubbis is delighted to have hosted a very successful Independent Wealth Management Forum in Dubai for 2024, which took place on Wednesday 6th March.

Many thanks to our forum partners: Eton Solutions, GAM Investments, Kidbrooke, Mashreq, Nuvama Asset Management, Premia Partners, Valuefy, VinaCapital, Global Precious Metals, Henley & Partners, J. Rotbart & Co., 1291 Group, ADDX, Kilde, Moventum, Swissquote MEA, VIZIBILITY, World Gold Council and Wealtra.

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 [email protected].

 

Content Highlights

The Photos

The Content Summary

The LinkedIn Post about the Forum

 

Panel Discussions

Panel 1 - The Evolution of Private Wealth Management in the UAE: The Opportunity & The Improving Proposition

The United Arab Emirates (UAE) is emerging as a critical hub for private wealth management, drawing attention globally due to its strategic positioning, regulatory advances and liberalisation, and the influx of high-net-worth individuals from the world over seeking sophisticated wealth management solutions. An erudite panel formed for the first panel discussion of the Hubbis Independent Wealth Forum in Dubai on March 6, comprising industry leaders such as Stuart Ritchie of GSB, Navin Chokhani from Mashreq Private Bank, Michel Longhini of First Abu Dhabi Bank, Damian Hitchen of Saxo Bank, and moderated by Mark Smallwood. They explored the sector's evolving landscape and pronounced the market ripe for further maturation, identifying key opportunities and challenges in what should be an interesting and rewarding journey ahead.

CLICK HERE to read the write up of this panel.

CLICK HERE to view this panel On Demand.

 

Panel 2 - Navigating the Future: Shaping the Independent Wealth Ecosystem in the UAE

What are the best directions for the independent wealth management industry in the UAE, and how should the market participants work together to help realise the huge potential that lies ahead? That was the core question for an erudite set of experts at a panel discussion during the Hubbis Independent Wealth Forum in Dubai on March 6.

CLICK HERE to read the write up of this panel.

CLICK HERE to view this panel On Demand.

 

Panel 3 - Defining the Business – Engaging the Right Tools to Drive Efficiency and Evolve the Proposition

CLICK HERE to view this panel discussion On Demand.

CLICK HERE to view the write up of the comments made by David Doerig, Chief Operating Officer of Corecam who participated on this panel.

CLICK HERE to view the write up of the comments made by Dean Kemble, Chief Commercial Officer at GSB Capital who participated on this panel.

 

Panel 4 - Independent Wealth Managers and the Delivery of a Client-Centric, Truly Objective Investment Proposition

CLICK HERE to read the write up of this panel.

 

Presentations

Transforming a Family Office to Reimagine the Value it Delivers, by Bryan Henning, SVP, Head of International, Eton Solutions.

CLICK HERE to read the write-up of this presentation. Or CLICK HERE to watch this presentation On Demand.

 

2024: A Year of Normalization and a Nice Tailwind for Credit – Insights from GAM Investments’ Romain Miginiac, by Romain Miginiac, Fund Manager and Head of Research at GAM Investments.

CLICK HERE to read the write-up of this presentation. Or CLICK HERE to watch this presentation On Demand.

 

Mega-Investing Opportunities in India: Views from Anshu Kapoor, President & Head of Nuvama Asset Management, by Anshu Kapoor, President and Head of Nuvama Asset Management.

CLICK HERE to read the write-up of this presentation. Or CLICK HERE to watch this presentation On Demand.

 

Unlocking Customer Confidence: Improve Onboarding and Boost Your Revenue by Leveraging Educational Analytics, by Erik Brodin, Product Development at Kidbrooke.

CLICK HERE to read the write-up of this presentation. Or CLICK HERE to watch this presentation On Demand.

 

We look forward to welcoming you to the Hubbis Independent Wealth Management Forum in 2025, which will take place on Wednesday 5th March.

Want to secure your place at the forum? CLICK HERE to register your interest.

And want to become a speaker, present, or partner next year's forum? CLICK HERE to find out more about the options.