Is this you? As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.
Claim your profile
Articles by Hubbis Content
The Last Will and Testament - The Foundation of a Successful Estate and Succession Plan
The Last Will and Testament (Will) is the most fundamental estate and succession planning tool available to private wealth management clients. The Will is the foundation of an estate and succession plan, and from this foundation, other succession tools such as the use of trusts, foundations and insurance policies can be developed. Nevertheless, it is often overlooked by the wealth management industry as the planning behind an effective Will can be both time consuming and low margin.
Seventy Ninth Global’s IR Head Spreads the Word on Alternative Assets in the Property and Resources Sectors
Reenu Sehgal is Head of Investor Relations at Seventy Ninth Global, the UAE-located Capital Markets division of the UK-headquartered Seventy Ninth Group. The business specialises in the structuring, distribution and management of alternative assets in both the Real Estate and Natural Resource sectors.
Navigating the Investment Landscape: Insights from Janus Henderson's Head of Asia on Fear, Opportunity, and Timeframe
In the ever-evolving world of investment, understanding the current sentiment of investors is pivotal. Our recent survey on the evolution of Asia’s wealth management markets and the outlook ahead shed light on the contemporary mindset of today’s private clients in Asia, and who better to decipher these findings than Andrew Hendry, Janus Henderson’s Head of Asia? Delving deep into the results, Andrew identified three salient themes that dominate the present-day investment narrative.
Unravelling the Market Mystique: A Deep Dive with GAM’s Head of Asia
2023 has been a year of significant market flux, defined by high expectations, surprise rallies, and strategic challenges. As these tumultuous months draw to a close, Rossen Djounov, Managing Director - Head of Asia from GAM delves into the intricate tapestry of global markets in a recent conversation with Hubbis, shedding light on their trajectories, strategic nuances, and potential future movements.
ESG Investing: The Rise, The Decline, and the Quest for Authenticity
In the past decade, investments centered around sustainability have seen significant growth, now amassing over USD4 trillion globally. The term ESG, introduced in 2004, has become a central theme in the investment world. Fast forward to nearly 20 years later, and it's a term many investors frequently mention when discussing their portfolios. However, there's a puzzling trend emerging: sales of sustainable funds are on the decline.
FinTech Goji + Euroclear equals Greater & Easier Access to a World of Private Market Investments
Do you want easy, seamless access to an evolving set of private market investment opportunities at the click of a button? Well, if so, London-based David Genn, CEO of FinTech Goji, can deliver their private assets investment platform, designed to improve investor access to private funds.
Navigating the Digital Assets Wave for Wealth Managers
When will big institutional clients engage digital assets with more depth and consistency? When one draws perspective from various industry events and insights, highlighted the core issues shaping the digital assets world. A prevailing concern is the timeline for substantial institutional engagement in digital assets and the prerequisites to ensure a seamless and beneficial transition. For a smooth integration of institutions into the digital asset domain, numerous factors warrant attention.
Building Reach, Capability and Scale in Anticipation of a New Golden Era for Wealth Management in India
Abhijit Bhave is the newly appointed Managing Director and CEO of Equirus Wealth, the private banking and wealth management arm of the Equirus Group, a long-established financial services enterprise in India that built its reputation in areas of investment banking and institutional equities.
Motilal Oswal’s Wealth Management Head on Building for India’s Prosperous Future
Download PDF View Event Ashish Shanker is Managing Director & CEO of Motilal Oswal Private Wealth (MOPW), one of the core business segments boasting a remarkable AUM figure of 52000 Crore, equivalent to roughly USD7.3 billion. MOPW is a core business within the Motilal Oswal Group, a multi-faceted financial services company with a market valuation of around USD2 billion and which was formed some 35 years ago.
Wealth Dynamix’s Asia Head on the Elevation of Personalisation with AI- and ML-Enhanced Data
FinTech Wealth Dynamix has grown apace since inception just over a decade ago, propelled by its modular, state-of-the-art Client Lifecycle Management (CLM) platform designed to harmonise any or all phases of the client lifecycle in wealth management firms - for small, boutique organisations to global private banks across the globe.
Riding the Wave of Prosperity: Unravelling The Philippines' Emergent Wealth Management Landscape
The Southeast Asian archipelago of the Philippines is currently making waves in the global financial sphere. With a robustly expanding economy, a burgeoning middle class, and a sharp increase in individuals possessing significant investable assets, the country is emerging as an attractive hub for wealth management. However, amidst this economic prosperity, there exist substantial challenges such as significant wealth disparity and complex financial regulations.
Unlocking the Potential of the UK: A Comprehensive Guide for High Net Worth Individuals
Download PDF The United Kingdom, with its centuries-old traditions, dynamic business environment, and world-renowned educational institutions, has always held a distinctive allure for high net worth individuals (HNWIs) around the globe. Whether the goal is to offer their children a top-tier education, establish a thriving business in both a stable market and one of the world’s leading economies, or invest in a valuable property, the UK continually beckons those seeking to expand their horizons.
Family Offices, Wealth Management, and Navigating Intergenerational Transitions: A Discussion with Evrard Bordier
Evrard Bordier, the Singapore-based Managing Partner at Bordier & Cie, recently shared his insights into the role and opportunities presented by family offices for private wealth managers. Bordier’s decades of experience in the industry offer an invaluable perspective for wealth managers hoping to better serve their high net worth clients.
Indonesia: Unlocking ESG Investment Opportunities for Private Clients
In recent years, Environmental, Social, and Governance (ESG) investing has gained significant traction among investors worldwide. Indonesia, with its commitment to sustainable finance, emerging regulatory developments, and growing focus on ESG objectives, presents a promising investment opportunity for private clients seeking to align their values with their portfolios.
NatWest and Coutts - Has Diversity, Equity and Inclusion Gone Astray?
Download PDF In the UK, in the space of one week we have seen the Chief Executive Officers of NatWest and its subsidiary Coutts, two of the leading financial institutions in the UK, lose their jobs. The circumstances leading to these job losses are serious enough in their own right, and the continued fall out and reputational damage to both these firms and others are still to be determined.
Manning the Search for the Next Golden Ticket in a Challenging New Investment Landscape
As the world continues to grapple with the aftermath of a decade-long bull market and ultra-low yields, the investment landscape is rapidly transforming. The days of easy, inexpensive money have receded into the past, ushering in an era that necessitates a strategic adaptation to the new norm in financial investment.
Rising Interest in Private Placement Life Insurance Amidst Wealth Preservation Trends
Lee Sleight is Head of Business Development Asia at Lombard International Assurance S.A. in Luxembourg. We recently met with Lee to discuss the increasing attraction of Private Placement Life Insurance (PPLI) as an addition to the wealth planning toolkit available to wealth advisors in Asia. Lee opens the conversation highlighting the interest towards solutions with a clear focus on wealth preservation and inter-generational wealth transfer.
The Growing Importance of Impact and Philanthropy amongst Asia’s Wealth Families
Lee Woon Shiu, Managing Director and Group Head of Wealth Planning, Family Office & Insurance Solutions at DBS Private Bank, is one of the go-to experts on these and other vital wealth management matters that Hubbis very often turns to for valuable insights directly from leading exponents.
Transforming Asia's Private Wealth Management Landscape with FinTech and AI
The financial landscape in Asia's private wealth management sector is witnessing significant disruption due to the rapid advancement of digital technologies. Hubbis recently conducted a survey on the evolution of Asia's wealth management markets and the outlook ahead, bringing together the following insights.
Asia Private Wealth Market Investment Sentiment Survey - Outlook 2H 2023
Adapting Attitudes and Portfolios to Current and Anticipated Global Conditions Gauging current private client attitudes in Asia Hubbis has chosen this moment to partner with Janus Henderson Investors for a Survey to take stock of the perspectives of key investment gatekeepers in Asia’s private wealth management community, spanning Private Banks, Retail Banks, IFAs, Independent Asset Management firms, External Asset Managers, Multi-Family Offices, and Single-Family Offices.
The Asian Wealth Odyssey: Navigating The Great Transfer and Embracing the Next Generation
Picture this: an extraordinary wealth odyssey unfolding in Asia. As founder generations age gracefully and wealth transitions to the eager hands of the next and younger generations, the region is embarking on an exciting journey of comprehensive estate and legacy planning. This unparalleled opportunity is setting the stage for private wealth management advisers and banks to shine as they navigate the uncharted waters of the Great Asian Wealth Transfer.
Improving the Compliance and Regulatory Experience - From the Client to the Back-Office
We recently conducted a survey of compliance professionals in private wealth management firms – mostly based in Singapore – and this is the first of a series of articles from that survey. Private banking is a realm of intricacies and complexities, made even more daunting by the mounting compliance obligations, like Know Your Customer (KYC), and Anti-Money Laundering (AML) regulations.
Embracing the Horizon: Guiding Private Clients Beyond the ‘Crosses’ and Trends
In the ever-changing landscape of the private wealth management industry, one of the most significant challenges faced by wealth managers is guiding their clients beyond the fixation on short-term market excitement, often fuelled by the fear of 'death cross' and the proverbial hunt for 'golden cross' concepts. While these technical indicators have their place in trading circles, the pursuit of quick gains can distract investors from a deeper understanding of long-term wealth solutions.
Real Estate-Linked Investment Migration Opportunities in Turkiye
Jump to section: 1. Could you please kindly tell us the brief history of the Türkiye Citizenship by Investment (CBI) program? 2. Why is real estate the most popular option? 3. Where and what are the most preferred real estate options in Türkiye, are there any incentives for foreign buyers? Video transcript 1. Could you please kindly tell us the brief history of the Türkiye Citizenship by Investment (CBI) program? The total size of the Türkiye CBI Program is roughly USD 3 to 4 billion.
Embracing Professional Development in Private Wealth Management to Boost Client Trust and Outperform in a Competitive Landscape
Download PDF The region's private wealth managers face rising competition, fee compression, significantly higher costs, and the need to raise client trust and engagement. To do so, they must improve the training of their RMs. It won't be cheap, but it's an investment worth making.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Hubbis
Contact Hubbis, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack