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Articles by Steve Knabl
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.
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.
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.
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.
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.
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.
Advice, Access & Alpha: Rethinking the Investment Proposition in Indian Private Wealth
India's private wealth management sector is approaching an inflection point. As wealth creation accelerates, fuelled by entrepreneurial success, rising affluence, and liquidity events, the traditional product-led distribution model is showing its limitations.
Beyond Borders: Structuring Wealth for the Global Indian Family
Insights from the Interactive Discussion at WealthTHINK India 2025 At WealthTHINK India 2025, one of the day’s most substantive and forward-looking sessions came in the form of a roundtable hosted by Kshitij Kulkarni (Partner, 1291 Group), Bijal Ajinkya (Senior Partner – Direct Tax, Private Client & Investment Funds, Khaitan & Co), and David Varley (Chief Partnership Officer – Brokerage, International HuBS, Sun Life).
Sharon Yam on Dispute Resolution, Succession Planning, and the Human Dynamics of Wealth Transfer
As families across Asia accumulate wealth at an unprecedented pace, many are beginning to face a more nuanced and emotionally charged challenge: how to transfer that wealth across generations without triggering division. Speaking at the Hubbis Thailand Wealth Management Forum 2025, Sharon Yam, Managing Director and Regional Head of Asia at Equiom Group, offered a candid assessment of the real risks faced by ultra-wealthy families.
Orchestrating Wealth Tech in Thailand: Building Scalable, Future-Ready Platforms
As wealth management firms across Asia pursue digital transformation strategies, many are finding that success hinges less on adopting new tools and more on how those tools integrate into their broader ecosystems.
Future-Proofing Wealth Management in Thailand: Avaloq’s Client-Centric Blueprint for Scalable Success
At the 2025 Hubbis Thailand Wealth Management Forum, Alex Aguinaldo, Sales Director for Southeast Asia at Avaloq, delivered a strategic presentation on how wealth firms can position themselves for long-term success in Thailand’s evolving financial landscape. He shared the six interconnected pillars that are critical for building a competitive edge – market insight, segmentation, service modelling, operational enablement, digital engagement, and platform readiness.
Unlocking the Strategic Value of Securitisation: Steve Knabl on Bringing Institutional Flexibility to Asia’s Private Wealth Market
As the private wealth management industry in Asia matures, clients and advisers alike are seeking more tailored, cost-effective, and transparent solutions than what traditional product platforms can offer.
Discipline Over Drama: WMA Managing Partner Steve Knabl on Building Durable Wealth Partnerships
Steve Knabl, Managing Partner at Wealth Management Alliance (WMA), brought an incisive, pragmatic voice to the panel discussion ‘Curating Winning Portfolios & Scaling Advice’ at the Hubbis Independent Wealth Management Forum in Singapore on April 9, 2025. With long experience across advisory and investment leadership roles, Knabl offered delegates a grounded view of how independent firms can scale client value without sacrificing trust, alignment, or performance integrity.
Building Scale, Trust, and Tech Leadership: Jackson Ng on the Formula for Independent Wealth Market Growth in Asia
In a fast-expanding independent wealth market, standing out demands more than product breadth or advisory depth—it requires operational excellence, regulatory foresight, and digital agility. Jackson Ng, Chief Operating Officer and Chief Technology Officer, Singapore, and Regional Head of Fintech, Asia at Azimut Group, has been central to delivering that edge.
Advisory First: Joyce Woo on Building Differentiation and Credibility in Independent Wealth Management
As the boundaries between investment, planning, and governance continue to blur, independent wealth managers must think beyond products and take a more sophisticated and all-encompassing approach to their clients. Joyce Woo, Chief Executive and Head of Singapore at Leo Wealth, believes that the future of independent wealth lies in deep advisory capabilities and holistic client relationships.
Talent, Transformation, and the Future of Private Banking: Apurva Sahijwani on the Next Era of Wealth Management in India
The private wealth industry in India is undergoing a seismic shift. Talent acquisition, client expectations, regulatory developments, and the rise of family offices are reshaping the landscape, pushing wealth managers to rethink their approach. Apurva Sahijwani, Managing Director and CEO of Avendus Wealth Management, shares his insights on the evolving talent pool, the changing needs of ultra-high-net-worth (UHNW) clients, and the future of private banking in a rapidly modernizing India.
Navigating the Complexities of Family Trusts in Business Succession
Family-owned enterprises are the backbone of many economies, embodying tradition, legacy, and entrepreneurial spirit. However, the transition of these businesses across generations presents unique challenges, particularly concerning governance and ownership structures. Family trusts have emerged as a prevalent mechanism to address these challenges, offering both benefits and potential pitfalls.
Founder Donald Klip on How America Mortgages is Transforming US Property Financing for International Investors
International investors have long faced huge barriers when trying to secure loans for US real estate, leaving the vast majority of offshore buyers with no option but to pay in cash. But that is changing. Hubbis recently met with Donald Klip, Co-founder in 2019 of the Singapore-based Global Mortgage Group (GMG).
Turning Market Narratives into Actionable Investment Strategies
The wealth management industry thrives on analysis and insight, with economists and strategists continuously discussing market movements, macroeconomic shifts, and geopolitical developments. But how often does this wealth of information translate into real, actionable investment strategies?
Gold Beyond Glitter
Savvy investors know that in an inflationary environment, owning properties like equities and gold is preferable to holding contracts like bonds. While equities are easy to value, gold’s worth is driven by scarcity and its complex role as money, a commodity, a financial asset, and a consumption good. This complexity makes gold’s valuation challenging and explains its underrepresentation in institutional portfolios.
Whole-of-Wealth Reporting: Achieving Comprehensive Financial Insights
In an era of unprecedented wealth creation and diversification, the demand for comprehensive, integrated financial reporting is soaring. Ultra-High-Net-Worth Individuals (UHNWIs) and High-Net-Worth Individuals (HNWIs) no longer settle for fragmented financial snapshots. They require a holistic view of their wealth—spanning multiple asset classes, currencies, and jurisdictions—to make informed decisions that preserve and grow their wealth.
Steve Knabl Presages the Emergence of Very Different Asian Independent Wealth Landscape
Steve Knabl, Managing Partner of Wealth Management Alliance Pte Ltd ("WMA"), believes that the days of small independent wealth firms in Asia operating as niche boutiques are numbered. WMA delivers tailored solutions for Family Offices, independent or private funds, and hedge funds, as well as an outsourced infrastructure covering all aspects of the wealth management spectrum for independent wealth managers.
HUBBIS WEALTH SOLUTIONS FORUM - HONG KONG 2024
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Swiss-Asia’s Singapore Leader on Riding the Wave of Private Wealth Expansion in Asia
Steve Knabl is COO & Managing Partner of Swiss-Asia Financial Services in Singapore. A Swiss national, Steve joined Swiss-Asia in January of 2008 as COO and Managing Partner, bringing with him over 20 years of experience working in the Trading, Wealth Management and Alternative Funds space in both Singapore and Hong Kong.
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