Creating an effective estate and succession plan requires planning, preparation, execution and updating. In this process the tools to affect a successful plan will be dependent on various factors such as religion (Muslim, Christian, Hindu etc.), local laws (Common Law, Civil Law, Sharia Law etc.), recognisable tools such as Wills, trusts, foundations, and so on. One of the great challenges of today, is that we are in a transitionary phase in the way we own and access assets. This transition is leading to a greater and greater dependency on digital access to personal wealth which may also be stored in digital form. The result is that our estate and succession plan must adapt to this new way we engage with and record our assets. The danger is that if we do not carefully record and communicate the way we hold assets digitally, there is a considerable danger that these assets could be “lost” over time, as the connection to those assets (oneself), disappears.

Talos is a B2B software provider specializing in digital asset trading solutions for institutions on the buy-side and sell-side of global markets. Hubbis recently had the opportunity to connect with Samar Sen, Head of APAC for the firm, who gave us insights into the primary challenges faced by institutions wanting to get involved in the world of Digital Assets today. He delved into the challenges faced, the opportunities on the horizon, his key priorities, and how Talos supports firms in their transition toward participating in the greatest financial revolution of the 21st century.

Valuefy is a premier investment technology lab with cutting-edge solutions serving the leading financial institutions in India and internationally. The company focuses on clients such as asset and fund managers, wealth managers, and private banks, providing them with a digital platform that features accounting, consolidated reporting, CRM, portfolio and risk management, and other solutions, including execution performance analytics, benchmarking of complex model portfolios, cross-comparisons amongst advisors, and managing rule-based investment mandates. The firm is also increasing its international footprint and will feature in the Hubbis Independent Wealth Management Forum in Dubai. We recently sought to update our knowledge of the firm with the help of the very articulate Shrikant Tiwari, Valuefy’s co-Founder and London-based Partner covering Clients & Markets. He explained how Valuefy is expanding its international horizons beyond India, with increasingly active offices in Singapore, Dubai, and London. He reported how the firm remains dedicated to delivering front-to-back wealth management products that are as comprehensive as they are innovative. He explained that the company's core foundation rests on three pillars: data sciences and intelligence, technology, and user experience, which combine to create a robust platform for wealth managers, asset managers, and private banks. He shed light on the company’s latest missions to provide a class-leading WealthTech solution, emphasised the importance of a modular approach that caters to the entire lifecycle of a wealth manager, and highlighted the success to date in diversifying its clientele internationally.