We were delighted to host our Hubbis Middle East Investment Forum on March 15, 2022 in Dubai.

The event was sponsored by GAM Investments, Ping An of China Asset Management (Hong Kong), Saxo Bank and Hansard Global.

The agenda included presentations and panel discussion on the following topics:

  • Finding opportunities in increasingly challenging and volatile markets
  • Deep Dive: Navigating the Attractive Opportunities in China
  • Middle East Private Wealth Leaders – Positioning for & Embracing Growth in the Post-Pandemic World
  • How do you get safe and reliable income today?
  • Curating portfolios, delivering advice and scaling the proposition
Mar 15

HUBBIS MIDDLE EAST INVESTMENT FORUM 2022

Ritz-Carlton DIFC, Dubai, United Arab Emirates

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Dr. Nick Xiao

Hywin International

Salman Haider

Habib Bank AG Zurich

Graham Morrall

Hansard Global

Philip Rosenberg

GAM Investments

Fadi Barakat

REYL Finance MEA

Tim Searle

Globaleye

Sivadeet Baruah

Oman Insurance

Prashant Tandon

Lighthouse Canton Capital (DIFC)

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Experience our latest event for yourself

Middle East Wealth Management Forum 2020

Ritz-Carlton DIFC, Dubai, United Arab Emirates

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion - Sponsored by Saxo Bank

    Middle East Private Wealth Leaders – Positioning for & Embracing Growth in the Post-Pandemic World

    • What is your vision for wealth management in the Middle East in a (hopefully) Post Covid-19 world?
    • What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
    • What is happening to the private client base in the Middle East, and how are clients’ needs and expectations changing?
    • How are leaders in this industry enhancing their value proposition, products and service offering?
    • Are they succeeding in becoming more client-centric, in boosting relevance, building more sustainable revenues and a more genuinely holistic offering?
    • Are the banks managing to boost their advisory and DPM income, thereby reducing the weighting of the ad hoc, product-selling type revenues?
    • Where are they in their digital transformation journeys, and what are the next destinations ahead?
    • More generally, How will the competitive arena evolve in the coming several years? Are the leaders ready for those challenges?
    • How are you evolving the quality and type of advice you offer to clients?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Salman Haider

    Chief Executive Officer - Group Wealth Management

    Habib Bank AG Zurich

    Nicholas Wright

    Regional Head of Institutional Business

    Saxo Bank

    Ramzi Khleif

    General Manager - MENA

    StashAway

    Ayesha Abbas

    GM – Affluent, Head of Priority & Premium Banking, and Branch Network, UAE

    Standard Chartered Bank

    Tim Searle

    Chairman

    Globaleye

  • 9.45am

    Presentation - Finding opportunities in increasingly challenging and volatile markets

    Gregoire Mivelaz

    Fund Manager and member of Atlanticomnium’s Management Committee

    GAM Investments

    • Navigating uncertainties to generate positive returns
    • Where to find the best opportunities in the credit markets
    • Maximising Income while reducing risks
  • 10.00am

    Panel Discussion - Sponsored by GAM Investments

    How do you get safe and reliable income today?

    • What are the opportunities and challenges in the fixed income and credit markets?
    • How do you deal with market volatility and higher inflation?
    • How do you make the most of opportunities in private markets?
    • What are the alternative sources of income?
    • What’s the role of funds and ETF’s?
    • Do you see an increasing opportunity to invest in digital assets and new types of investment (like private placements)?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Oliver Kettlewell

    Head of Fixed Income & Global Portfolios

    Mashreq Capital

    Fadi Barakat

    Chief Investment Officer

    REYL Finance MEA

    Philip Rosenberg

    Managing Director and Head of Distribution - Middle East

    GAM Investments

  • 10.30am

    Presentation - Deep Dive: Navigating the Attractive Opportunities in China

    Carol Wong

    Managing Director, Head of International Institutions, Head of Marketing and Investor Services, Institutional Business Development Department

    Ping An of China Asset Management (Hong Kong)

    • AI Multi-factor Enhanced A-shares Strategy helps to optimize a well-diversified equity portfolio.
    • RMB Bonds provide high yields with low correlation to major asset classes.
    • China Green Bonds are creating huge environmental and financial impact
  • 10.45am

    Panel Discussion - Sponsored by Ping An of China Asset Management (Hong Kong)

    China: Investment Opportunities 2022 and Beyond

    • What sort of exposures should Middle East clients have to China and why?
    • Are China’s equity markets over-valued, fully valued or undervalued and why?
    • Should private clients in Middle East be looking also at China’s vast fixed income markets, especially after the concerns over debts in the property sector?
    • What is the outlook of RMB?
    • How’s the progress of ESG investing in China? What are the best opportunities?
    • Broadly, how should investors be positioning themselves for the next 2-5 years or even beyond? Onshore or Offshore? Alternative investments? And why?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Carol Wong

    Managing Director, Head of International Institutions, Head of Marketing and Investor Services, Institutional Business Development Department

    Ping An of China Asset Management (Hong Kong)

    Dr. Nick Xiao

    Chief Executive Officer

    Hywin International

  • 11.15am

    Refreshment & Networking

  • 11.45am

    Presentation - Future proof your client’s investment portfolio: using insurance bonds as an investment platform

    Graham Morrall

    Global Sales & Marketing Director

    Hansard Global

    • Insurance is an important part of the investment landscape
    • Mobile individuals need flexible solutions
    • Insurance is a robust and well-established environment for client wealth
  • 12.15pm

    Panel Discussion

    Curating portfolios, delivering advice and scaling the proposition

    • How are you curating portfolios today?
    • What goes in the mix?
    • How important is DPM? How are you developing the proposition? How can you scale it?
    • What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher quality advice?
    • How is assisted advisory developing? Where does the RM/Advisor fit into wealth management market in the future?
    • What digital solutions are being introduced to enhance RMs skills, capabilities and productivity?
    • Is the hybrid model the way forward for the upper segments of wealth?
    • What digital solutions and tools are out there to help deliver the hybrid model for the HNW and upper segments of wealth in terms of delivery of optimised portfolio allocation and advice?
    • What is hyper-personalisation in wealth management, and how can it be attained?
    • Is enough being done by the technology providers and the top management to help the RMs and advisors become engaged with the digital solutions and tools at their disposal?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Prashant Tandon

    Chief Executive Officer

    Lighthouse Canton Capital (DIFC)

    Salman Bajwa

    Executive Director, Senior Product Specialist

    Bank of Singapore

    Damian Hitchen

    Chief Executive Officer, MENA

    Saxo Bank

    Sivadeet Baruah

    Head of Individual Life Insurance

    Oman Insurance

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Mar 15

HUBBIS MIDDLE EAST INVESTMENT FORUM 2022

Ritz-Carlton DIFC, Dubai,United Arab Emirates

Speakers

Dr. Nick Xiao

Hywin International

Salman Haider

Habib Bank AG Zurich

Graham Morrall

Hansard Global

Philip Rosenberg

GAM Investments

Fadi Barakat

REYL Finance MEA

Tim Searle

Globaleye

Sivadeet Baruah

Oman Insurance

Prashant Tandon

Lighthouse Canton Capital (DIFC)

Ramzi Khleif

StashAway

Damian Hitchen

Saxo Bank

Nicholas Wright

Saxo Bank

Ayesha Abbas

Standard Chartered Bank

Gregoire Mivelaz

GAM Investments

Carol Wong

Ping An of China Asset Management (Hong Kong)

Oliver Kettlewell

Mashreq Capital

Salman Bajwa

Bank of Singapore

Mar 15

HUBBIS MIDDLE EAST INVESTMENT FORUM 2022

Ritz-Carlton DIFC, Dubai,United Arab Emirates

Partners
Mar 15

HUBBIS MIDDLE EAST INVESTMENT FORUM 2022

Ritz-Carlton DIFC, Dubai,United Arab Emirates

Event Highlights

We were delighted to host our Middle East Investment Forum in Dubai. Over 150 CEOs, COOs, CIOs, senior management, asset managers, and advisers attended – from a mix of Private Banks, Retail banks, IFAs, Family Offices, Insurance Companies, Asset Management Firms and other Independent Wealth Management Firms.

Thank you to our event partners: GAM InvestmentsHansard GlobalPing An of China Asset Management (Hong Kong) and Saxo Bank.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].

Please Click here to access the photos from the forum.

Mar 15

HUBBIS MIDDLE EAST INVESTMENT FORUM 2022

Ritz-Carlton DIFC, Dubai,United Arab Emirates