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Articles by Roger Chi
AppSync Cache Eviction with Lambda Data Sources
AppSync is a fully managed, serverless GraphQL API service from AWS. It has the concept of data sources, which are direct connectors to various back end services and data stores, which are configured using either request and response templates when using the VTL resolver, or using some special JavaScript exports when using the JavaScript runtime resolver.
Experts Review the Best Approaches to Knowledge-based Expansion of HNW Life Insurance Adoption in Asia
There is a plethora of life policy structures available globally, almost all of which are now widely available in Asia. How do advisors and private clients approach the challenges of choosing between different alternatives such as Whole Life, Term Life, Universal Life, Variable Universal Life, Indexed UL and Private Placement Life Insurance? How do advisors match the right products to the clients? What are some of the critical errors advisors and clients might make in selecting the right policies?
Deloitte Private’s Junwei Han Provides Update on Key HNW & UHNW Tax Issues in Greater China
Junwei Han is a Director at Deloitte Private and specialises in tax matters. Junwei was a speaker at the Hubbis HNW Insurance Summit in Singapore on September 6 and offered delegates a detailed Workshop reviewing tax developments in the Greater China markets.
RHTLaw Asia LLP’s Sze Kuan Sim on Navigating Business and Family Dynamics
At the recent Hubbis HNW Insurance Summit 2023 held in Singapore, we had an enlightening panel discussion which delved into the evolving landscape of family offices in Asia. Family offices, a well-established concept in the West, have recently gained more traction in Asia as tools for ultra-wealthy families to manage their assets in a structured manner.
Private Placement Life Insurance (PPLI) for Wealthy Private Clients - What? Why? How?
Hubbis is committed to safeguarding the privacy of our users while providing a personalised and valuable service. This Privacy Policy statement explains the data processing practices of Hubbis. If you have any requests concerning your personal information or any queries with regard to these practices please contact our Privacy Officer by e-mail at Our site contain links to third party sites which are not subject to this privacy policy.
1291 HNW Insurance Experts Highlight the Multiple Appeals of PPLI and VUL within Astute Estate & Legacy Planning
Should high-value life insurance policies be included as part of a robust, multi-faceted approach to wealth planning for HNW and UHNW clients, and do they add value to estate & legacy structuring? Roger Chi, Managing Partner of the high-end and specialist life insurance solutions brokerage 1291 Group, and Benjamin Szeto, a 1291 Partner, certainly believe so. They made their case to delegates in a detailed Workshop at the Hubbis HNW Insurance Summit in Singapore on September 6.
Private Placement Life Insurance (PPLI) for Asia’s HNWIs - Why they Need It and Why Advisors Should Promote It
The Hubbis HNW Insurance Summit on September 6 closed with a detailed discussion amongst several experts on the appeals and technicalities of Private Placement Life Insurance (PPLI).
Tracking Major Trends in HNW Insurance Globally and Key Developments and Approaches in Asia
The Hubbis HNW Insurance Summit in Singapore on September 6 brought together a lot of expertise on the life insurance solutions market and how it fits within the wealth management universe and enhances personal estate & legacy planning for individual clients and their families. A panel of experts sat down to consider the key developments taking place around the world, and more specifically what is happening in Asia, and the outlook ahead.
Taking a 360-Degree Look at Moving to Higher Tax Countries, Smart Tax Planning and Life Solutions
In a novel twist on the typical Hubbis live event Workshop, Peter Triggs, Partner of life insurance specialist 1291 Group and Scott Moore, Managing Director at investment migration firm Henley & Partners, tag-teamed to give delegates some useful advice around planning for HNW and UHNW clients moving to higher tax countries.
Trust Expert Sharon Yam Opined on Sustaining Successful Family Enterprises for the Future Generations
Sharon Yam is the Regional Head for APAC and leads the Private Client and Corporate Services businesses at corporate administration and trust and fiduciary services provider Ocorian. She gave an insightful presentation to delegates at the Hubbis HNW Insurance Solutions Forum in Singapore on September 6. She highlighted some of the key challenges and considerations for wealthy families seeking to transition their businesses to the next or future generations.
The World of Life Insurance and Selecting the Right Policies for Wealthy Asian Clients
Roger Chi, Managing Partner of the high-end and specialist life insurance solutions brokerage 1291 Group, offered delegates an interesting presentation at the Hubbis Asian Wealth Solutions Forum in Singapore on June 14. He focused on the value of various life insurance solutions for HNW and UHNW clients and debated their various merits in relation to a client’s core asset holding structure.
Wealth Solutions and Insurance in the Middle East - Nurturing Clients and Evolving the Proposition
The Hubbis HNW Insurance Summit of May 3 in Dubai included a discussion of how to approach the promotion of life insurance solutions in the Middle East markets, where historically knowledge about and take-up of such policies are both far less advanced than in more mature markets. The small panel of experts tacked a number of key issues related to the evolution of the life insurance offering in the UAE and the wider region, from which we have selected the following key insights and opinions.
Transamerica Life (Bermuda) Expert Jeremy Young on Wealth & Succession Planning in an Increasingly Uncertain World
Jeremy Young is the Global Head of Distribution and Product Strategy for Transamerica Life (Bermuda). His presentation at the Hubbis HNW Insurance Summit in Dubai on May 3 offered delegates some valuable guidance on the role that life insurance solutions can play in achieving effective Wealth & Succession Planning. This is a short summary of his talk, which he supported with an excellent slide show.
1291 Chairman Marc-André Sola Highlights the Huge Growth Potential in the Middle East and Africa
In today‘s world, UHNW families are exposed to many challenges that potentially destroy their wealth and need a robust, well-devised wealth protection plan. Moreover, the wealth management advisory community needs to offer clients solutions that are sound from a regulatory and reputational perspective.
Life Insurance Solutions and their Role in Estate & Legacy Planning for HNW Clients in Asia
Download PDF A Hubbis Round Table Event Supported by Lombard International Assurance Hubbis organised a private discussion with selected Asia-based wealth management market experts on February 15 in Hong Kong on the evolution of estate & legacy planning for wealthy clients in Asia, and the importance of life insurance solutions to such structuring.
Life Insurance and the Wealthy Private Client - Why, What, When and How?
In the Hubbis Digital Dialogue event of February 2, our panel of experts explored the state of the life solutions industry today, reviewing the latest trends in products, identifying the optimal solutions for individual and family needs, and analysing where demand is on the rise from different segments of HNW and UHNW clients in the Asia region. The conclusions of the panel can be condensed into several key observations.
Stashaway’s UAE Head on Building a Future-Focused Robo Platform in the Middle East
StashAway, a digital wealth management platform headquartered in Singapore, first launched in 2017 to offer investors diversified portfolios with low cost, no minimums and no lock-in period. Since then, StashAway has raised over USD74 million and expanded regionally to operate in five countries, including Dubai, in November 2020. The digital wealth platform crossed USD1 billion in AUM in Feb 2021.
How To Deliver Personalised Customer Experiences At Scale - Pt. 1
Download PDF Technology has created the potential for wealth management firms to leverage on their troves of client data to curate a unique customer service journey tailored to individual client needs. Historically, the firms who have managed to attract and retain customers offer diverse products and are able to adapt to their client’s changing needs with time. Dedicated relationship managers (RM) create long lasting profitable relationships for firms.
Reimagining Wealth: Intellect Design on Empowering Relationship Managers
Sudhir Marwa, EVP and Business Head - Wealth and Capital Markets at Intellect Design Arena, gave delegates a lively and informative presentation at the Hubbis Digital Wealth Forum in Dubai in November, covering current trends in the Middle East wealth market, the role of the Relationship Manager, ways and means to improve RM capabilities and productivity, and how Intellect Design brings solutions to the empowerment of RMs and to boost their capabilities significantly.
Apollo Crypto’s Hans Diederen Surveys the Expanding Universe of Crypto Assets
What makes crypto assets valuable? Are crypto assets similar in nature to mainstream asset classes? What are smart contract platforms and the associated ecosystems? How can we better understand the various types and classes of crypto assets? Hans Diederen, Executive Advisor (Asia) for Apollo Capital, offered delegates his views on these and other questions at the Hubbis Digital Wealth Forum in Dubai on November 15.
Use Cases for PPLI (Private Placement Life Insurance) in Asia: A Presentation by Roger Chi, Managing Partner, 1291 Group
Roger Chi, Managing Partner of the high-end and specialist life insurance solutions brokerage 1291 Group, offered delegates an interesting presentation at the Hubbis HNW Insurance Forum in Singapore on October 6, focussing on the value of PPLI as a core asset holding structure as well as offering numerous advantages around privacy, asset protection, tax optimisation and succession planning solution for private clients in Asia.
Identifying and Predicting the Key Trends in Legacy & Estate Planning & Structuring
A Hubbis discussion event co-hosted exclusively with British and Malayan Trustees Limited On September 13, Hubbis and our exclusive partner for the event, British and Malayan Trustees, invited wealth management experts to a behind closed doors discussion to identify and track the key trends in wealth planning and structuring in Asia. This is a distillation of some of the key observations, all presented on an off-the-record basis.
The Rise of Digital Platforms for Investment and Wealth Management
The past several years have seen an explosion in digital transformation in the global wealth management industry, and nowhere more so than with the rise of digital execution technologies and platforms. Remote working practices that have emerged since 2020 have supercharged the thrust towards ‘smart’ access to financial services of all types and fast-forwarded the wealth management industry’s business models well beyond where they were expected to be today.
Propine’s CEO & Co-founder Extols the Virtues of a Well-Regulated Universe of Digital Assets
Download PDF Established in 2018, Propine is the first independent digital asset custodian licensed by the Monetary Authority of Singapore (MAS), promoting its bespoke institutional solutions as being ‘at the forefront of innovation amidst the paradigm shift that is surging through global financial systems architecture’. Hubbis recently interviewed Tuhina Singh, CEO and co-founder, to find out what progress Propine has been making in the expanding universe of digital assets.
The Rich and Tax: Pressure is Rising Across the Globe so Robust and Pre-emptive Structuring is Vital
The Hubbis Asian Wealth Solutions event in Singapore on June 8 featured a lively discussion on tax and the rising pressure on disclosure and compliance for the well-to-do. The small panel of experts offered their views on tax, estate and asset planning that would provide private clients with robust structures for the near and much longer term.
The Benefits of PPLI for Private Clients in Asia
At the Hubbis Asian Wealth Solutions event in Singapore on June 8, Roger Chi, Managing Partner at 1291 Group, a specialist life insurance brokerage and consultancy, offered delegates a lively presentation on the value of Private Placement Life Insurance (PPLI), also presenting some typical cases from amongst the firm’s Asia-based clientele.
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