INDEPENDENT WEALTH MANAGEMENT FORUM - Dubai 2023

Millennium Plaza Downtown Hotel (formerly Crowne Plaza Dubai),United Arab Emirates

Hubbis is delighted to have hosted a very successful inaugural INDEPENDENT WEALTH MANAGEMENT FORUM - Dubai on Wednesday 15th March in United Arab Emirates.

Thanks to our exclusive partner: GAM Investments, Saxo Bank, 1291 Group, AQUIS Capital, Eton Solutions, Kidbrooke, Kilde, APEX Group, Alpadis Group, Bunker Group Gold & Silver, Hansard Global, Henley & Partners, Katch Investment Group and Wealtra.

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].


Content Highlights

Photos
Content summary
 

Panel Discussions 

 

Panel Discussion - Independent Wealth Mangers – Defining and Refining the Proposition in the UAE

Article - Independent Wealth Managers in the UAE – Defining and Refining the Proposition
Damian Hitchen,
Chief Executive Officer, MENA, Saxo

 

Panel Discussion - Independent Wealth Managers – Getting it right and Growing the Business

Article - Independent Wealth Managers in the Evolving UAE Market – Getting it right and Growing the Business
Sunita Singh-Dalal, Partner, Private Wealth & Family Offices, Hourani & Partners

 

Panel Discussion - Curating and Delivering Independent Advice

Article - Curating Independent Advice and Delivering an Enhanced Wealth Management Offering in the UAE
Philippe Amarante, Managing Partner, Head of Dubai and Pakistan, Henley & Partners

Article - How StashAway Is Disrupting the Wealth Management Landscape In UAE
Joseph El Am,
General Manager MENA, StashAway

 

Panel Discussion - Curating winning client portfolios following a challenging year

Article - Curating Winning Client Portfolios Amidst Ongoing Challenging Financial, Market, Economic and Geopolitical Conditions
Philip Rosenberg,
Managing Director and Head of Distribution - Middle East, GAM Investments

 

Q&A

HAYAH Insurance: Building a cutting-edge digital life insurer

Article - HAYAH Insurance on Building a Cutting-edge Digital Life Insurer
Mohamed Seghir,
Chief Executive Officer, HAYAH Insurance

 

Presentations

How can a Wealth Protection Plan help you navigate the many challenges today?
Marc-Andre Sola, Founder & Chairman, 1291 Group
View video of presentation
Article - How a Wealth Protection Plan Helps Private Clients Navigate the Many Challenges of Today and Tomorrow

 

How can investors engage China in the year of the Rabbit?
Jian Shi Cortesi, Investment Director, GAM Investments
View video of presentation
Article - China, the Year of the Rabbit and Private Client Portfolios – Views from GAM Investments’ Jian Shi Cortesi

 

Lumen Vietnam – Investment Pearl in Southeast Asia
Mario Timpanaro, Fund Manager - Lumen Vietnam Fund, AQUIS Capital
View video of presentation
Article - Vietnam – The Investment Pearl in Southeast Asia as Viewed by Mario Timpanaro of AQUIS Capital AG

 

Why does the world need Wealth advisors?
Damian Hitchen, Chief Executive Officer, MENA, Saxo
View video of presentation
Article - Why does the world need Wealth advisors? Insights from Saxo Bank’s Head of Institutional Clients in MENA

 

Transforming a Family Office to Reimagine the Value it Delivers
Robert Mallernee,
Co-founder and CEO, Eton Solutions
View video of presentation

Article - Transforming a Family Office and Reimagining the Value it Delivers

 

Creating alpha with data-driven investments in private credit
Radek Jezbera, CEO and Co-Founder, Kilde
View video of presentation
Article - Creating Alpha with Data-driven Investments in Private Credit in Asia