Hubbis is delighted to announce we will be hosting the 2022 HUBBIS DIGITAL WEALTH FORUM on - Tuesday 15th November at the Shangri-La Dubai
The event will feature our half-day-plus format to deliver the most efficient and engaging discussions and networking, beginning at 9.00am and ending at 1.00pm with Lunch for those that would like to stay.
Very simply, the event will focus on the evolution of Digital and FinTech solutions for wealth managers in the Middle East.
Key elements of the event:
- 3.5 hours CPD
- A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners
- An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the digital solutions and wealth management community
- 4 specialist presentations
- 4 panel discussions
- Networking coffee and refreshment breaks
- Lunch for those who wish to stay
These are some of the key topics that will be covered in the Forum:
- Wealth Leaders Perspective – Evolving the business in more challenging times
- Reimagining Wealth: Empowering Relationship Managers
- Why does the world need financial advisors?
- The rise of digital platforms for investment and wealth management
- The Evolution of the Client Expectations
- Crypto Assets: What makes them valuable?
- Digital Tools & Solutions to Facilitate the Rising Importance of Digital Assets in Wealth Management
HUBBIS DIGITAL WEALTH FORUM - Dubai 2022
Shangri-La Dubai, United Arab Emirates

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Marc-Andre Sola
1291 Group

Hans Diederen
Apollo Crypto

Oliver Linch
Bittrex Global

Joy Li
ChainUp

Hamdan Khan
EY

Philip Rosenberg
GAM Investments

Tim Searle
Globaleye

Rupert Searle
Globaleye
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8.30am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion
Wealth Leaders Perspective – Evolving the business in more challenging times
We all know of the global investment market dislocations taking place as inflation surges and interest rates are hiked in Europe and the US in particular. We all know how uncertain the world’s geopolitics are, not least as Russia continues its assault on Ukraine, but also amidst fears over China’s intentions towards Taiwan, North Korea’s unpredictability, and the potential dangers lurking should Iran become nuclear capable. And we can all see the dangers to society of collapsing real incomes, slumping profitability and declining consumer confidence.
Yet at the same time, employment in the wealth management markets is still robust; indeed, there is a war for talent across the board, from front to back office, and with remuneration packages escalating even as revenues fall or perhaps look set to weaken further.
Does this mean that digital transformation is being derailed, or does it mean that it is being prioritised as the wealth management community seeks to boost efficiencies and rein in costs? Many experts believe it is the latter case – that much discretionary spend is getting cut, but there is ongoing investment in digital transformation that will have a longer-term positive impact on costs and help improve the productivity of key RM and advisor talent, as well as improving predictability, reliability and scalability, including around DPM and Advisory-led wealth management.
Chair
Speakers
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9.40am
Presentation - Reimagining Wealth: Empowering Relationship Managers
- Current trends of the middle east wealth market
- Roles of a Relationship Manager
- What is most important when looking to improve RM productivity
- Who we are and what we bring to the table to empower RMs
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10.00am
Presentation - Why does the world need Wealth advisors?
- Advisors and private wealth managers face an increasingly challenging external operating environment. What are the main challenges?
- Which focus does the industry have on helping clients understand their investing mentality and emotional state over time as an investor? What is the risk of a product-focus game?
- How can advisors become even more client-focused and create a better financial future for their clients?
- What does the modern advisor’s digital toolset look like, and what should it look like? Digital communication throughout the investment life cycle, central portfolio management and AI are some of the new ways to provide investment advice or managed investment solutions.
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10.20am
Panel Discussion - in partnership with Henley & Partners
The Evolution of the Client Expectations and Advice
Did the chicken or the egg come first? In the world of wealth management are digital technologies and solutions developing to reflect evolving client demand and expectations? Or are the solutions leading to greater client expectations? Well, the answer is probably a bit of both, rather like in the smart phone industry, as apps appear to cater to demand or to actually create new demand.
This panel discussion will see our chosen experts zoom in on changing customer expectations in the wealth industry, especially as the older, founder generations either pass away, or pass more of their wealth to the second generation – who is increasingly comfortable with digital – or to the millennials and even younger generations, who are essentially digital natives.
The experts will discuss how the Fintechs, and digital solutions providers are creating or adapting their products to cater to this sea change, and whether they are delivering the right solutions at the right speed to cater to these evolving demands.
Of course, it is not only the end users – the private clients – who are availing themselves of these technologies. To deliver a more client-centric, efficient, and seamless service to clients, the banks and EAMs must improve the digital solutions available in-house for everything along the line, from back- to front-office. The proposition will fall flat if clients struggle to onboard digitally and rapidly, if they do not receive the right reporting on portfolios, and very importantly if they do not receive the right degree of client relevance and client focus from their RMs and advisors.
At the heart of this discussion is the thesis that digital solutions and new approaches are both reacting to client expectations, but also moving ahead of those needs, thereby delivering a transformational offering to both the providers – the banks, EAMs and others – but also the clients themselves. This is of course especially vital as the younger generations emerge holding the keys to the family safes, and as the mass affluent wealth expands apace.
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Panel Discussion - in partnership with Saxo Bank
The rise of digital platforms and tools for investment and wealth management
In the past several years, we 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. At the core of these developments is the drive to provide seamless investment execution aligned with a far more personalised and relevant wealth management offering.
In this panel discussion, our chosen experts will delve deeply into the evolution of advanced digital execution technologies and platforms as the wealth industry in Asia transforms itself and future focuses its business. They will debate the relative merits and state of progress at the private banks compared with external platforms. They will discuss the key trends taking place in terms of platforms globally and identify the biggest challenges and opportunities, especially as investors of all types demand greater access to a wider universe of asset classes and markets.
They will also consider how the recent past since the pandemic has shaped the new normal, and they will lift the lid on what is coming next in the world of digital platforms that will further enhance execution and the broader wealth management offering in the region.
Additionally, they will look at all this from the viewpoint of investment and scalability, debating the approaches the wealth market players should take, for example building their platforms from the ground up, or partnering with external partners and Fintechs.
Chair
Speakers
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12.15pm
Presentation - Crypto Assets: What makes them valuable?
- Are crypto assets similar in nature to established asset classes?
- Smart contract platforms/ecosystems
- Equity/bond/currency/commodity-like crypto assets
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12.30pm
Panel Discussion - in partnership with Apollo Capital
Digital Tools & Solutions to Facilitate the Rising Importance of Digital Assets in Wealth Management
There are still plenty of sceptics amongst the private banks and Independent Wealth Managers (EAMs and MFOs), but for what is perhaps the majority today, digital assets are part of our collective futures. These banks and firms increasingly consider that their private clients should not only understand more about digital assets, but they should to some extent at least actively participate by building some exposures in order to understand more about buying, storing, custody, and, of course, the vicissitudes of market pricing and volatility. Why? Because there is more than a sporting chance that the future is populated by more and more digital assets of all types.
This panel discussion, housed as it will be within the Digital Solutions event, will focus on the role of technology in enabling the digital assets revolution, and the importance of digital solutions in delivering those digital assets seamlessly to the end clients.
In this panel, our experts will not be looking so much at the whys and wherefores of cryptocurrencies, tokenisation and fractionalisation of assets, but at how digital solutions and tools can help the wealth industry deliver the right types of services and advice around trading, custody, security, data, reporting, training and even compliance around this emerging segment of the wealth management markets globally.
The reality is that digital assets will weather the current storms – even the cryptocurrencies that have been hit hard such as the bellwether Bitcoin are still trading at numerous multiples to level at which they traded only a few years ago. In this brave new world, it will pay to be well prepared and ahead of this game…
Chair
Speakers
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1.00pm
Lunch & Networking
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2.00pm
Forum Ends
HUBBIS DIGITAL WEALTH FORUM - Dubai 2022
Shangri-La Dubai,United Arab Emirates


Marc-Andre Sola
1291 Group

Hans Diederen
Apollo Crypto

Oliver Linch
Bittrex Global

Joy Li
ChainUp

Hamdan Khan
EY

Philip Rosenberg
GAM Investments

Tim Searle
Globaleye

Rupert Searle
Globaleye

Salman Haider
Habib Bank AG Zurich

Philippe Amarante
Henley & Partners

Sudhir Marwa
Intellect Design Arena

Prashant Tandon
Lighthouse Canton

Bassam Salem
McKinsey

Henri Arslanian
Nine Blocks Capital Management

Nicholas Wright
Saxo

Damian Hitchen
Saxo

Gary Dugan
The Global CIO Office
HUBBIS DIGITAL WEALTH FORUM - Dubai 2022
Shangri-La Dubai,United Arab Emirates

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HUBBIS DIGITAL WEALTH FORUM - Dubai 2022
Shangri-La Dubai,United Arab Emirates

Hubbis is delighted to have hosted our THE HUBBIS DIGITAL WEALTH FORUM in Dubai on November 15, 2022.
Thanks to our partners: Intellect Design Arena, Saxo Bank, Wealtra, Apollo Capital, Henley & Partners, 1291 Group, GAM Investments
Content Highlights
Photos
Panel Discussions
Panel discussion – Wealth Leaders Perspective – Evolving the business in ever challenging times
Panel Discussion – The Evolution of the Client Expectations and Advice
Panel Discussion – The rise of digital platforms and tools for investment and wealth management
Presentations
Reimagining Wealth: Empowering Relationship Managers
Sudhir Marwa, EVP and Business Head - Wealth and Capital Markets, Intellect Design Arena
View video of presentation
Why does the world need Wealth advisors?
Damian Hitchen, Chief Executive Officer, MENA, Saxo Bank
View video of presentation
Crypto Assets: What makes them valuable?
Hans Diederen, Executive Advisor (Asia), Apollo Capital
View video of presentation
HUBBIS DIGITAL WEALTH FORUM - Dubai 2022
Shangri-La Dubai,United Arab Emirates