We were delighted to host our inaugural Wealth Solutions Forum in Dubai.

Thanks to our partners: 

  • 1291 Group
  • British and Malayan Trustees Limited
  • Henley & Partners
  • Saxo Bank
  • Trident Trust
  • Utmost Wealth Solutions

The 2022 Asian Wealth Solutions Forum covered the following topics:

How is the UAE positioning itself as a wealth management centre?

  • Working and Living in the UAE
  • Wealth Structuring Trends
  • Middle East and Asia – complementary or competing?
  • UHNW Business Families – exploring the options in this region
  • The needs of wealthy Families legacy and succession planning
  • Residency & Citizenship – Tracking Key Trends
  • How to have a conversation with clients around sensitive family issues
  • New tax developments of relevance to you and your clients
  • The potential role of HNW insurance in the mix
  • What are the practical considerations for HNW clients in wealth protection and transfer?

 

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022

Shangri-La Dubai, United Arab Emirates

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Marc-Andre Sola

1291 Group

Dr. Bhaskar Dasgupta

APEX Group

Arjun Mittal

Abbey Road Investment

Izabella Szadkowska

Al Tamimi & Company

Hans Diederen

Apollo Crypto

Shadi Alnasr

BNY Mellon Wealth Management

Asghar Abid

Bank of Singapore

Irene Lee

British and Malayan Trustees

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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PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Shangri-La Dubai, United Arab Emirates

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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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 - in partnership with Saxo Bank

    How is the UAE positioning itself as a wealth management centre?

    • What is the current state of the UAE wealth management market, and what are the key advantages it offers regional and global clients?
    • Can UAE compete effectively with Singapore / Switzerland as a go-to centre for single-family offices and UHNW clients? And if so, how?
    • How is the opportunity developing for regional wealth managers? How about firms from Asia and globally?
    • Are there any issues to further growth? Talent / cost / bandwidth?

    Chair

    Damian Hitchen

    Chief Executive Officer, MENA

    Saxo

    Speakers

    Alastair Glover

    Partner - Private Wealth

    Trowers & Hamlins

    Asghar Abid

    Executive Director, Head of Wealth Planning - DIFC Dubai

    Bank of Singapore

    Ismael Hajjar

    Partner, Entrepreneurial Private, Business, Family Office Services - Middle East

    PwC

  • 9.30am

    Presentation - How can a Wealth Protection Plan help you navigate the many challenges today?

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

    In today‘s world UHNW families are exposed to many challenges that potentially destroy their wealth - global fiscal controls, international transparency, cross boarder regulations and political uncertainty – to name a few. As Professionals we face overwhelming legal and reputational risks, How can a solid Wealth Protection Plan help overcome these issues?

    • What does Wealth Protection Planning mean?
    • How does a great Wealth Protection Plan help clients and Professionals!
    • What solutions are available and how are they different?
    • What are the highlights of the most complete Wealth Protection Plan?
  • 9.50am

    Presentation - Expatriate Tax Planning - Mitigating Re-Entry Shock

    Brendan Harper

    Head of Asia and UHNW Technical Services

    Utmost Wealth Solutions

    A major attraction to life in the UAE is the ability to live tax-free. As a result of this, many expatriates overlook tax planning in the belief that it is not relevant to them. However, ignoring tax planning sets the expatriate up for “re-entry shock” should they retire back home without considering the tax aspect. Using key expatriate market segments (UK, India, South Africa and Australia), this session will focus on tax planning for expatriates or those thinking of retiring in these jurisdictions. The session will address:

    • An overview of the tax systems in core expatriate jurisdictions
    • How it applies to investments, pensions and wealth planning
    • Where does Private Placement Life Insurance structuring fit in and why is it popular with expatriates?
    • How does PPLI complement trust and estate planning?
  • 10.10am

    Presentation - UAE continues to attract private wealth clients and advisers

    Philippe Amarante

    Managing Partner, Head of Dubai and Pakistan

    Henley & Partners

    • Latest insights across the spectrum
    • The Equilibrium of lifestyle and investment – a case study
    • The fight for financial capital continues to rise in the region
  • 10.30am

    Panel Discussion - in partnership with Henley & Partners

    Working and Living in the UAE

    • Ease of residency and doing business coupled with world class education, healthcare and housing enables individuals to secure a lifestyle that makes the UAE an attractive place to reside. Who is arriving and why?
    • How did covid change clients thinking around mobility and living choices? How did UAE benefit and embrace this opportunity?
    • What are different visa options that clients have? Do clients get confused? Which is best? And how attractive have remote working visas been?
    • How attractive has it become for specific sectors like Family Offices or Digital Assets?

    Chair

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    Speakers

    Hans Diederen

    Executive Advisor (Asia)

    Apollo Crypto

    Philippe Amarante

    Managing Partner, Head of Dubai and Pakistan

    Henley & Partners

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Panel Discussion - in partnership with 1291 Group

    Wealth Structuring Trends

    • How is the role of estate and legacy planning changing today?
    • What are the moving parts – and how do you co-ordinate the best solution for clients?
    • What are the pitfalls and consequences of not doing it properly?
    • What do UHNW clients expect of their advisers and the professional services firms they work with?
    • What are the multi jurisdiction solutions you can use today?
    • What are the differences between structuring for the first generation and the next gen?
    • What’s the role of HNW Insurance in legacy planning and tax optimisation?
    • How is proposed Corporate tax and increased compliance likely impact the UAE as jurisdiction?

    Chair

    Marc-Andre Sola

    Founder & Chairman

    1291 Group

    Speakers

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    Nirav Dinesh Kumar Shah

    Founder and Managing Director

    FAME Advisory DMCC

    Tim Denton

    Executive Vice President, Head of Wealth Structuring

    Habib Bank AG Zurich

    Bijal Ajinkya

    Partner

    Khaitan & Co

  • 12.00pm

    Panel Discussion

    Middle East and Asia – complementary or competing?

    • Do you need a foot in both camps and if so why?
    • Why are we seeing more interest from Asian wealth managers building a platform in UAE?
    • Singapore vs UAE - both centres have political stability, neutrality, world class infrastructure and a positive regulatory framework. So what are the pluses and minuses of each?
    • How does the wealth community deliver advice and structures across multiple jurisdictions?
    • Is there an opportunity to create a niche to service MENA investors out of Singapore/HK?
    • Are there specific MENA investment opportunities attractive for Asian wealth managers and Asian investors?
    • How do Indian clients consider their options

    Chair

    Irene Lee

    Business Development Director

    British and Malayan Trustees

    Speakers

    Nikolaos Koutsoukos

    Chief Executive Officer - DIFC Representative Office

    SingAlliance

    Gary Dugan

    Chief Executive Officer

    DALMA CAPITAL - Global CEO Office

    Vikas Jaidka

    Managing Director, Region Head- Middle East, Africa and NRI

    DBS Private Bank

  • 12.30pm

    Presentation - DIFC Foundations – Succession planning for the next generation

    Dave Lange

    General Manager

    Trident Trust

    • Key elements of a DIFC Foundation
    • Comparison to a Trust or Will
    • Benefits of setting up a DIFC Foundation
    • Global Wealth Structure - working example
  • 12.45pm

    Panel Discussion

    UHNW Business Families – exploring the options in this region

    • Why are UHNW families exploring options to establish a family office in the Middle East?
    • What must they consider when executing and / or structuring their wealth in this region?
    • Setting up a Single – or Multi-Family Office – What are the options? In UAE and elsewhere?
    • What’s the process they follow?
    • Why are we seeing so much demand?
    • What have the regulators/authorities been doing to widen the appeal of the UAE?

    Chair

    Sunita Singh-Dalal

    Partner, Private Wealth & Family Offices

    Hourani & Partners

    Speakers

    Arjun Mittal

    Founder & CIO

    Abbey Road Investment

    Izabella Szadkowska

    Partner, Corporate Structuring

    Al Tamimi & Company

    Shadi Alnasr

    Principal – Global Family Office

    BNY Mellon Wealth Management

    Dr. Bhaskar Dasgupta

    Head of Strategic Development - MENA

    APEX Group

  • 1.15pm

    Lunch & Networking

  • 2.00pm

    Forum Ends

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates

Speakers

Marc-Andre Sola

1291 Group

Dr. Bhaskar Dasgupta

APEX Group

Arjun Mittal

Abbey Road Investment

Izabella Szadkowska

Al Tamimi & Company

Hans Diederen

Apollo Crypto

Shadi Alnasr

BNY Mellon Wealth Management

Asghar Abid

Bank of Singapore

Irene Lee

British and Malayan Trustees

Gary Dugan

DALMA CAPITAL - Global CEO Office

Vikas Jaidka

DBS Private Bank

Nirav Dinesh Kumar Shah

FAME Advisory DMCC

Tim Denton

Habib Bank AG Zurich

Dominic Volek

Henley & Partners

Philippe Amarante

Henley & Partners

Sunita Singh-Dalal

Hourani & Partners

Bijal Ajinkya

Khaitan & Co

Ismael Hajjar

PwC

Damian Hitchen

Saxo

Tan Woon Hum

Shook Lin & Bok

Sunita Singh Dalal

Stephenson Harwood

Dave Lange

Trident Trust

Alastair Glover

Trowers & Hamlins

Brendan Harper

Utmost Wealth Solutions

Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates

Partners
Sep 20

HUBBIS WEALTH SOLUTIONS FORUM - Dubai 2022

Shangri-La Dubai,United Arab Emirates