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Articles by Horace Yip
Concentrated, Illiquid and Sometimes Unwanted: Jeffrey Yap on the Three Gaps in Asian Succession Planning
Asked how well-prepared Asia's wealthy families are to move from transactional wealth management to genuine succession planning, most panellists would reach for a diplomatic answer. Jeffrey Yap did not, and he set out three structural reasons why, none of which can be solved by a better product.
Bank of India Mutual Fund’s Mohit Bhatia: Research, Risk Discipline And The Search For Sustainable Alpha In Indian Equities
At the Hubbis India Wealth Management Forum 2026, Mohit Bhatia, Chief Executive Officer of Bank of India Mutual Fund, set out the case for actively managed Indian equities and explained how the fund house approaches the challenge of producing alpha consistently. His presentation moved from the long-term wealth creation delivered by Indian equities to the parts of the market where active management can still add value.
The Missing Piece: Arbitration And The Future Of Cross-Border Family Wealth In Asia
As Asia's wealthiest families spread their lives and assets across an ever-wider arc of jurisdictions, arbitration is no longer a niche consideration – it is the connective tissue that holds a coherent dispute resolution strategy together. By: Henry Winter – Partner, Singapore, and Jeffrey Lee – Partner, Singapore, Charles Russell Speechlys LLP Consider a dispute that is entirely typical of what practitioners across Asia now encounter.
Putting AI to Work in Financial Marketing Across Singapore and Hong Kong
Download PDF At two exclusive, invitation-only Hubbis roundtable lunches in Singapore and Hong Kong, senior marketing, communications, brand, digital and business development leaders from across private banking, asset management, securities, insurance, independent wealth management, professional services and financial technology examined how artificial intelligence (AI) is changing their work.
Capital, Family and Country: How Globally Mobile Indian Families Are Rethinking Where Wealth Sits
Dr Amit Goenka, Founder and Managing Director of Nisus Finance, examines how the growing international mobility of Indian families is reshaping decisions around wealth, family businesses and succession. He discusses the destinations attracting Indian capital, the influence of next-generation family members living overseas, evolving approaches to wealth structuring, the impact of tax and regulation, and the challenge of securing coordinated advice across multiple jurisdictions.
From Front-Office Friction to Practical Change: Finalix on Turning Banking Pain Points into Delivery
Artificial intelligence (AI) in banking is often framed around ambitious new products or sweeping reinvention. Yet many banks have a more immediate use for it in supporting core processes. As an example, advisers still spend too much time on administration, client onboarding and searching for information held across different systems.
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
Finexis Advisory (HK) Limited is reshaping a business historically built around insurance brokerage and institutional referrals. Following its integration into Ascend Asia, the firm is recruiting advisers, investing in technology and seeking to build a larger independent advisory platform in Hong Kong. Terry Koon, General Manager of Finexis Hong Kong, sees the opportunity against a changing client backdrop.
Beyond the Private Bank: Horace Yip on Connecting Hong Kong Wealth to Citi’s Global Network
Hong Kong’s wealthiest families rarely keep their financial affairs within one market or one institution. Assets, businesses and family members often span several jurisdictions, while succession and portfolio decisions bring different generations into the same conversation. Their advisers may need to coordinate investments, lending, banking and family-office services.
From Stability to Stewardship: Alfred Low on Lombard Odier's North Asia Proposition
As Asian private wealth becomes more international and multi-generational, families are looking beyond near-term investment performance when selecting a private bank. Financial strength, continuity of ownership, investment discipline and the ability to support succession are increasingly important parts of the assessment. For Alfred Low, Chief Executive Officer of Hong Kong and Head of North Asia Markets at Lombard Odier, these priorities align closely with the firm's proposition.
Offshore Trusts After China's Tax Reset: Richard Grasby on the New Rules for Cross-Border Wealth
Offshore trusts have long helped wealthy families from the Chinese Mainland protect assets and plan succession across generations. Rules issued by authorities in the People's Republic of China (PRC) in July 2026 leave those functions intact, but call time on a familiar assumption: that income and gains may accumulate offshore without a current mainland tax charge.
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