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Articles by Adrien Lalau
AI Adoption and the Work Behind Wealth Advice
Artificial intelligence (AI) is already helping wealth management professionals analyse information, prepare client reports and reduce routine work. Applying it to the processes on which a bank depends raises harder questions about data, accountability and how employees use the time released. At a private roundtable hosted by Hubbis in partnership with Finalix at the Tower Club in Singapore in October 2026, senior banking and wealth management professionals compared their experiences of adoption.
Peter Flavel on Expanding Schroders Wealth Management in Asia
Schroders Wealth Management is looking to expand in Asia through discretionary portfolio management, access to alternative investments and steady recruitment. For Peter Flavel, Chair of Schroder & Co (Asia) Limited, the opportunity rests on bringing more of the group’s investment expertise to private clients as demand for diversified portfolios develops among the region’s wealthiest families. He believes the breadth of that expertise is not always fully recognised.
From Product Selection to Portfolio Purpose: Adrien Lalau on BNP Paribas Wealth Management’s Funds Advisory Agenda
Private wealth clients are operating in a more complex investment environment. Passive strategies have changed the economics of fund selection, alternatives have moved further into mainstream portfolios, and artificial intelligence is beginning to reshape both research and advisory workflows.
A Framework Around the Power: Insights from Steve Knabl
As artificial intelligence (AI) becomes part of the daily workflow at wealth management firms, the questions facing smaller, independent players are as much about control as capability. Confidentiality, regulatory expectations and the risk of uneven adoption within a firm all shape how the technology can be used safely and to best effect.
1291 Group’s Priyanka Roy Jivani: Matching Insurance to the Family’s Risk Before Choosing the Product
At the Hubbis Wealth Planning & Structuring Forum – Dubai 2026, Priyanka Roy Jivani, Partner, DIFC Office at 1291 Group, set out a risk-led approach to insurance planning for internationally connected families. Her starting question was whether an adviser enters a meeting intending to discuss a particular product or intending to understand what could go wrong for the family.
Michael Velten: Why Tax Residence Comes Before Wealth Structuring
At the Hubbis Wealth Planning & Structuring Forum in Dubai on 7 October 2026, Michael Velten, Founder of Velten Advisors, examined why internationally mobile families should establish and document their tax-residence position before selecting wealth-holding structures or financial products. His central message was that planning should begin with the family’s circumstances and aspirations.
Kilde’s Johanna Krüger: The Questions Behind a Private Credit Pitchbook
Kilde’s Johanna Krüger outlines private credit due diligence questions wealth managers should ask about underwriting, valuations, liquidity, leverage and fees. At the Hubbis Middle East Private Capital Forum 2026, Johanna Krüger, Head of Institutional Investor Relations at Kilde, asked wealth managers to look beyond a private credit manager’s accepted deals and headline yield.
Goldstrom’s Nicholas Drapac: Making Gold a Strategic Holding in a Changing World
At the Hubbis Middle East Private Capital Forum 2026, Nicholas Drapac, Chief Executive Officer of Goldstrom, highlighted the compelling case for physical gold in portfolios as central banks continue to diversify their reserves and institutional investors reassess the traditional defensive role of bonds. His case brought together three questions that are often considered separately: 1. How has gold performed in different market conditions? 2. Why has official-sector demand strengthened? 3.
From Portfolio Questions to Trade Instructions: Interactive Brokers’ James Bradie on AI and the Future of Brokerage
At the Hubbis Middle East Private Capital Forum 2026 in Dubai, James Bradie, Senior Executive Officer at Interactive Brokers U.K. Limited (DIFC Branch), joined Hubbis Founder and Chief Executive Officer Michael Stanhope for a Head-to-Head discussion on artificial intelligence (AI) in brokerage.
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