Growing the Independent Wealth Ecosystem
Sunita Singh-Dalal of Hourani & Partners
Mar 19, 2024
- Who do you partner with for success? Platforms / Investments / Tech / Professional Services
- Execution and Custody - What are the choices?
- How is the ecosystem evolving? - What does the independent sector need from the broader financial and wealth management ecosystem in the UAE? Is it more products, more local booking and custody, more EAM-centric desks and services, a bigger array of quality fund houses, more global-brand life insurers and specialist brokerages, more regulatory liberation, more clearly directed support from the regulators, or all of the above?
- Other more mature EAM markets such as Singapore & Hong Kong have an industry “Association” – do we think an industry association would be useful in Dubai / UAE?
- Is there enough talent in the market, being nurtured locally, or is the UAE market capable of attracting high-quality talent from established overseas markets?
- What are, or what could be, the key appeals of the UAE’s independent wealth sector for global clients compared with, for example, Singapore’s now highly evolved wealth market?
- With which markets and regions are there areas of potential connectivity and collaboration, such as Asia including India, Europe especially Switzerland, or the US?
- What are the three key developments the panel members would like to see on the wish list to help develop the independent wealth sector in the UAE?
- What might the independent wealth market in the UAE look like by 2030, and why?
- What do RMs and advisors at the independent firms need to demonstrate to win and retain private HNW and UHNW clients?
- What are the lessons learnt by an EAM in Singapore?
Chair
Sunita Singh-Dalal
Partner, Private Wealth & Family Offices
Hourani & Partners
Panel Members
Urs Brutsch
Managing Partner & Founder
HP Wealth Management
Biju Thomas
Senior Director & Head of Family Office for Mashreq Private Banking
Mashreq
Noor Quek
Founder, Chief Executive Director
NQ International
Jyoti Keshavan
Founder & Chief Executive Officer
Xanara
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