We were delighted to host our 2nd annual event in Mumbai for the family wealth community in India.Around 200 senior individuals attended – including single- and multi-family offices, along with private banks and other practitioners who provide advice to families on the critical issues they face and need to plan for.Many thanks again to those people who participated in and attended the event, and also to our partners.

Apr 6

Indian Family Wealth Forum 2016

Sofitel Hotel, BKC, India

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

Himadri Chatterjee

360 ONE

Nishant Agarwal

ASK Wealth Advisors

Elise Donovan

BVI House Asia

Poonam Mirchandani

Barclays

Nipun Mehta

BlueOcean Capital Advisors

Lynda O'Mahoney

Capita Asset Services

Arpita Vinay

Centrum Wealth

Manish Singla

Client Associates

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

Sofitel Hotel, BKC, India

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

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel Discussion

    Addressing the challenges in managing family wealth

    • What challenges to both new and old wealth face in preserving and protecting their business and personal assets?
    • What are the issues to consider when investing for growth?
    • What advice do families need in terms of re-generating wealth?
    • Being philanthropic – what are some of the innovative and sustainable approaches to giving in India?
    • Who are the right professionals and advisers for families to engage? And how should they choose between them?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Arpita Vinay

    Managing Director and Co-Head

    Centrum Wealth

    Munish Randev

    Founder & CEO

    Cervin Family Office

    Tarun Birani

    Founder and Chief Executive Officer

    TBNG Capital Advisors

  • 9.50am

    Presentation - Current trends and new horizons

    Himadri Chatterjee

    Director, Wealth Management Services

    360 ONE

  • 10.00am

    Presentation - Will CRS really be - son of FATCA?

    Dr. Angelo M Venardos

    Director

    Philadelphia Pte Ltd

    • Panic now or later?
    • Hong Kong - from EOI to AEOI
    • Singapore and Indonesia
    • BVI
  • 10.10am

    Refreshment & Networking

  • 10.40am

    Panel Discussion

    Shielding Indian clients from the global spotlight on transparency

    • FATCA, CRS and AEOI – what does this mean for the advice you need to give to your clients?
    • What do you need to do internally?
    • Panic now or later?
    • What should we do differently to protect wealth – and with the least cost?
    • What do wealth managers need to know to guide clients through the current environment
    • How do you help citizenship and alternative residency planning for wealthy families?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kanwar Vivek

    Senior President - Head Wealth Management & YES First Branch Banking

    YES Bank

    Angelo Venardos

    Chief Executive Officer

    Family Heritage Trust

    Elise Donovan

    Director

    BVI House Asia

  • 11.20am

    Head - to - Head Q & A - A leading IFC - Jersey’s perspective

    Gary Hales

    Business Development Director - GCC and India

    Jersey Finance

    • What has Jersey learnt over the years?
    • What can India learn from the various challenges and successes of Jersey?
    • What does being an ‘early adopter’ of new regulation mean in reality?
    • How to ensure the right quality and substance of service providers
    • What is required in terms of infrastructure to get to this point?
  • 11.30am

    Presentation - Challenges in advising business families

    Shanker Iyer

    Independent Financial Advisor

    • Common challenges faced by business families
    • The demands placed on advisers to meet these
  • 11.40am

    Panel Discussion

    Making business succession planning smoother

    • What are the right structures to help promoters pass on and/or sell their businesses?
    • How do you help manage the process better?
    • How do you steer family wealth with a trans-generational vision?
    • What is the best way to manage conflicts?
    • How can you embed the diverse needs of all family members to create a sustainable platform for future generations?
    • How can you best groom the next generation?


     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Shweta Shah

    Head Wealth Structuring & Estate Planning

    Nuvama Private

    Poonam Mirchandani

    Director-Wealth Advisory, Wealth & Investment Management

    Barclays

    Gautami Gavankar

    CEO - Estate Planning & Trusteeship and Head - Family Office

    Kotak Mahindra Group

    Sunil Iyer

    Managing Director, Singapore

    IQ-EQ

    Ajay Agashe

    Executive Director

    EY

    Lynda O'Mahoney

    Head of Business Development - Middle East

    Capita Asset Services

  • 12.30pm

    Lunch & Networking

  • 1.20pm

    Panel Discussion

    Helping families manage their personal wealth

    • How do you add value to a client’s personal portfolio?
    • Which types of assets and transactions do clients want access to?
    • How are clients looking to manage their risk exposure?
    • Should the attitude of Indian families towards investments change in a volatile world characterised by less growth?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Anupam Guha

    Head of Private Wealth Management & Equity Advisory Group

    ICICI Securities

    Manish Singla

    Executive Director

    Client Associates

    Benaifer Malandkar

    Chief Investment Officer

    Raay Global Investments

  • 2.10pm

    Presentation - Equities as an asset class for wealth creation

    Aashish Somaiyaa

    Chief Executive Officer

    Motilal Oswal Asset Management

    • The Motilal Oswal Asset Management investment philosophy
    • The investment process
  • 2.20pm

    Refreshment & Networking

  • 2.50pm

    Panel Discussion

    Deploying capital in a smart and sustainable way

    • What advice do family offices want and expect?
    • What are business promoters doing with the funds they raise from liquidity events?
    • For entrepreneurs with short-term money – how should they deploy this?
    • How should they re-invest to generate new wealth over the long term?
    • What are some of the products and other solutions to help clients meet their objectives?

     

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nipun Mehta

    Founder and Chief Executive Officer

    BlueOcean Capital Advisors

    Aditi Shrivastava

    Head Intellecap Impact Investment Network

    Intellecap

    Dhruv Mehta

    Chairman Foundation of Independent Financial Advisors (FIFA)

    Foundation of Independent Financial Advisors (FIFA)

  • 3.40pm

    Panel Discussion

    Doing what’s best for your clients in a challenging and volatile year

    • Fundamentally – has the world changed?
    • Global issues – what’s the impact on India?
    • Is volatility the ‘new norm’?
    • Where are we heading – recession? Downturn? Will things get any worse?
    • Where are the opportunities for our clients?
    • How can clients build a high-quality, diversified portfolio?
    • Alternative investment funds – an alpha opportunity?
    • What’s the role of real estate in today’s markets?
    • Oil – is there more downside to come?
    • Risk management is key – but how can we get it right?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nishant Agarwal

    Managing Partner and Head - Family Office

    ASK Wealth Advisors

    Sunil Sharma

    Chief Investment Officer

    Sanctum Wealth

    Umang Papneja

    Senior Managing Partner, Chief Investment Officer

    360 ONE

    Vinay Bajpai

    Managing Director - Coverage & Advice

    Deutsche Bank Wealth Management

    Gaurav Arora

    Chief Investment Officer

    Religare Private Wealth

    Sharad Mittal

    Director and Head of Real Estate

    Motilal Oswal Asset Management

  • 4.40pm

    Forum Ends

Apr 6

Indian Family Wealth Forum 2016

Sofitel Hotel, BKC,India

Speakers

Himadri Chatterjee

360 ONE

Nishant Agarwal

ASK Wealth Advisors

Elise Donovan

BVI House Asia

Poonam Mirchandani

Barclays

Nipun Mehta

BlueOcean Capital Advisors

Lynda O'Mahoney

Capita Asset Services

Arpita Vinay

Centrum Wealth

Manish Singla

Client Associates

Vinay Bajpai

Deutsche Bank Wealth Management

Ajay Agashe

EY

Angelo Venardos

Family Heritage Trust

Dhruv Mehta

Foundation of Independent Financial Advisors (FIFA)

Anupam Guha

ICICI Securities

Sunil Iyer

IQ-EQ

Shanker Iyer

Independent Financial Advisor

Aditi Shrivastava

Intellecap

Gary Hales

Jersey Finance

Gautami Gavankar

Kotak Mahindra Group

Aashish Somaiyaa

Motilal Oswal Asset Management

Sharad Mittal

Motilal Oswal Asset Management

Shweta Shah

Nuvama Private

Benaifer Malandkar

Raay Global Investments

Gaurav Arora

Religare Private Wealth

Sunil Sharma

Sanctum Wealth

Tarun Birani

TBNG Capital Advisors

Kanwar Vivek

YES Bank

Apr 6

Indian Family Wealth Forum 2016

Sofitel Hotel, BKC,India

Partners

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Apr 6

Indian Family Wealth Forum 2016

Sofitel Hotel, BKC,India