Hubbis

Akshay Prasad Hubbis and I thank you for joining us and sharing your valuable insights. Your perspectives on emerging trends, digital engagement, and the evolving landscape of private wealth management were instrumental in enriching the discussion.

Walter de Oude: Disrupting Wealth Management with Digitally Focused Precision at Chocolate Finance As digital wealth management platforms gain traction in Singapore and beyond, these new entrants and disruptors are challenging the conventional structures that have long defined what has been a conventional and traditional industry. Speaking at the Hubbis Digital Wealth Forum in early October, Walter de Oude, the creator in 2014 of the multi-billion dollar digital-first insurance platform Singapore Life and, more recently, Founder & CEO of Chocolate Finance, shared his insights on navigating the evolving digital wealth space, focusing on client-centric innovation and efficiency. De Oude highlighted how Chocolate Finance aims to disrupt traditional wealth management by offering targeted solutions to meet clients' core financial needs, leveraging advanced technology to drive growth, optimise efficiency, and ultimately, deliver better value to clients. Read on here: https://lnkd.in/gnvNT2gG #WealthManagement #Digital #Technology #Innovation #future

🌏 Understanding Cultural Nuances in Wealth Management: A Path to Lasting Client Relationships 🌏 In regions like Asia, the Middle East, and India, wealth isn’t just about numbers—it’s deeply interwoven with cultural values, family legacy, and personal beliefs. Our latest article explores how private wealth managers can enhance client relationships and create tailored strategies by integrating these cultural nuances into their advisory approach. From legacy planning and investment choices to communication styles and family dynamics, understanding what truly matters to clients on a cultural level can be the difference between generic advice and meaningful guidance. Read on for insights into creating a wealth management approach that resonates with UHNW and HNW clients in culturally diverse regions! #wealthmanagement #privatewealth #UHNWI #HNW #Asia #MiddleEast #India #clientrelationships #culturalnuances #legacy

The Hubbis Team and I were delighted to host our annual Hubbis Investment Forum in Singapore for 2024 today. View the photos: https://lnkd.in/gsKgMdBP The event gathered key thought leaders and senior figures in asset management and private wealth management to explore the latest trends, asset classes, and strategies for advising HNW clients across Singapore and SE Asia. From panel discussions on technology and emerging markets to deep dives into digital assets and thematic investments, we gained invaluable insights from industry leaders and engaged directly with innovative sponsors. A huge thank you to all who attended and contributed to making this forum an inspiring event for advancing our shared expertise and fostering meaningful connections. A special thanks to our sponsors: Janus Henderson Investors, Alger, CSOP Asset Management, J. Rotbart & Co., Leverage Shares, Morningstar, VinaCapital, AlphaSense, Global Precious Metals, MSCI Inc., Wealtra, CAMP Investment Technologies, Cactus Custody, Carlisle Management Company, GAM Investments, Hodl Group, Independent Reserve, InvestaX, Kilde, Leonteq, Mikro Kapital, Sygnum Bank, Talos, and Wealth Dynamix. And a huge thank you to our speakers: Thomas Tang of AIA, Danny Chung of Alger, Rika Hariman of CAMP Investment Technologies, Carolyn Leng of CGS International Securities Group, ZHANG Dinghai (Bruce), CFA of CSOP Asset Management, Timothy Tan of Cactus Custody, Marc Lansonneur of DBS Bank, Terence Bong, CFA of GAM Investments, (KVP) Kay Van-Petersen of Hodl Group, Lasanka Perera of Independent Reserve, Arjan de Boer of Indosuez Wealth Management, and more. Be sure to keep an eye out for the content we plan to produce on the back of this forum. #Investing #Investments #WealthManagement #WealthSolutions #WealthCreation #Singapore

Last night, Hubbis hosted an exclusive dinner in Singapore, bringing together some of the most influential figures in the private wealth community. It was a night of celebration, camaraderie, and heartfelt appreciation for our fantastic partners who have helped make this a record-breaking year for us. 🎉 Today, we’re back in action at our Singapore Investment Forum, diving into conversations that will shape the future of wealth management across Asia and beyond. 🌏 I want to express my sincere gratitude to everyone in the Hubbis “family” for your incredible partnership, collaboration, and trust. Your support has been a cornerstone of our success, and I couldn’t be prouder of what we’ve achieved together. As we look ahead to 2025—and our upcoming 16th anniversary—we’re inspired to continue our journey as a trusted voice in wealth management, not only in Asia but also in India and the UAE. With an enhanced event schedule and new initiatives on the horizon, we’re poised to keep building momentum and innovating with you by our side. 🚀 View the Photos Here: https://lnkd.in/gPp6UqHB You can also view the schedule of flagship events we are hosting in 2025 here: https://lnkd.in/gphjPbkm Here’s to a future filled with more milestones and meaningful connections🥂 #Hubbis #WealthManagement #Singapore #InvestmentForum #Partnerships #PrivateWealth #2025  

𝐀𝐥𝐫𝐢𝐠𝐡𝐭! 𝐀𝐥𝐫𝐢𝐠𝐡𝐭! 𝐁𝐫𝐢𝐧𝐠𝐢𝐧𝐠 𝐈𝐭 𝐁𝐚𝐜𝐤 𝐓𝐨 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐎𝐧 𝟔 𝐍𝐨𝐯 𝐅𝐨𝐫 𝐓𝐡𝐞 Hubbis 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐅𝐨𝐫𝐮𝐦 🐉🔥 KVP on the mic 🎤 diving into the digital asset landscape with top minds in the industry, hosting an exclusive panel with private banks 🏦 + multi-family offices 🏠 + UHNW advisors 🗣️ + more. Expect raw insights on what’s moving markets, where the smart money’s parked & real opportunities in digital finance. It will also be on the day post the US elections, so naturally we’ll have to dissect implications (read KVP's latest: https://lnkd.in/gNz8CC-N ) given a Harris or Orange Phoenix victory. If you’re there, let’s connect! It’s gonna be a high-energy day - all signal, no noise 🪙. In the Reform DAO side we are always keen on great builders & projects that are looking for non-predatory Market Makers to partner up with for the long-term. On the Ventures side, keen on unique secondaries in the AI vertical & selectively in the BRC 20 & Defi narratives.  Finally, on Final Upgrade AI (see what KVP did there) - if you are a serious board or institution that wants to start walking the talk on AI & be proactive in getting a leap up on your peers & industries… pls reach out. Happy to help on connections into the Gulf, Europe & Americas for selective opportunities - yet team, offering & structure needs to be on point. #HubbisForum #Investments #DigitalAssets #WealthManagement #Bitcoin #Singapore #Events #Crypto #HODL #Finance #DeFi #FinTech #CryptoDragon #MacroDragon

REAL Intelligence: Leveraging AI for Immediate Impact in Wealth Management "AI has been a central theme across conversations, and I’d like to focus on what we at Wealth Dynamix term REAL Intelligence—how AI can deliver real, actionable benefits for your business today and beyond." With this, Darell Miller, Managing Director APAC at Wealth Dynamix, kicked off his engaging presentation on integrating AI in wealth management operations. Read the full article here: https://lnkd.in/g54JJHYi #WealthManagement #Digital #Technology #Innovation #BankingIndustry

COO Leaders – Priorities and Challenges On November 7, Hubbis and Apiax will host a panel of COOs and WealthTech specialists - namely Ralf Huber of Apiax, Lucy Gao-Azak of Crossinvest (Asia), Chiara Bartoletti of Eightstone, and Ajit Vaidya of Nomura - to explore how private wealth managers in Asia are adapting their platforms to meet the evolving needs of HNW and UHNW clients. While focusing on these segments, the discussion will also touch on the rising importance of the mass affluent market, which many players are scaling up to serve more effectively. View the event homepage: https://lnkd.in/gVjG7tmZ The experts will reflect on their achievements in 2024 and share their 2025 priorities, focusing on positioning their firms, technologies, and teams to thrive in Asia's private wealth management landscape. Central to the discussion will be client-centricity, particularly in engaging younger generations, by balancing human interaction with digital solutions and supporting the rising demand for diversified portfolios, including alternative assets. Key themes include digital transformation through RegTech, CRM tools, and efficient technologies to enhance productivity, selecting technology partners, and fostering adoption within teams. Talent development will also be crucial, as wealth managers aim to attract, retain, and train client-focused, tech-savvy professionals, equipping them to deliver a comprehensive wealth management experience. The panel will provide actionable insights to help firms capitalize on future growth. Secure your place for the webinar here: https://lnkd.in/gkmMdPHE #WealthManagement #WealthSolutions #Digital #Technology #Innovation

It's November, and I am reviewing Chintai's marketing initiatives in 2024. I wanted to share this: a trusted partner is extremely important, especially from a single contributor perspective in a growth stage start-up. I am extremely thankful for Michael Stanhope and the Hubbis team's support in ensuring that the roundtables, networking sessions, videos, and articles on Chintai and regulated digital assets reach the intended audience, who will help move RWA tokenisation forward. We started working together in 2022 with ad-hoc activation, and over time, we've grown from strength to strength. Not to forget, thank you to the wonderful Reanna Stanhope for her dedication and tenacity in dealing with the "ongoing changes," "last-minute urgent requests," and "please go live now." As partners, we also experimented with new event formats, new content outputs, and content optimisation to amplify Chintai's content strategy. A few of the key highlights this year with Hubbis 1) Chintai’s Thought Leadership Roundtable Discussion in Hong Kong with senior management from Banks, Asset Managers and Multi-family Offices. https://lnkd.in/gVFGiDud 2) Hubbis and Chintai Survey - The evolution of tokenisation amongst HNW & UHNW investors in Asia’s wealth management markets https://lnkd.in/g2iw6i95 3) Chintai’s growth and expansion plan interview in Hong Kong, David Packham https://lnkd.in/gXkgNkeV   #ChintaiNetwork #Chintai #Partnerships #ThoughtLeadership #Marketing #Content #Activation

🚀 Join Us at the HUBBIS DIGITAL ASSETS FORUM in Dubai! 🚀 As the UAE leads the charge in digital innovation, high-net-worth clients are increasingly interested in digital assets and cryptocurrency. To navigate this evolving landscape, wealth management professionals need the latest insights to integrate these assets into traditional portfolios effectively. 🗓 Date: Wednesday, 13th November 2024 📍 Location: Shangri-La Hotel, Dubai ⏰ Time: 9.00am - 2.00pm 👉 Event Homepage - https://lnkd.in/gPwt-JQ5 🔹 Who Should Attend? This forum is exclusively designed for decision-makers, product gatekeepers, relationship managers, and advisers at Private Banks, Retail Banks, IFAs, Independent Asset Managers, External Asset Managers, Multi & Single-Family Offices, Securities Firms, Digital Wealth Managers, Digital Assets Specialists, and Private Client Advisers. 🔹 What Will Be Covered? • The Rise of Digital Assets: Transforming wealth management and what it means for HNW clients in the UAE • Integrating Digital Assets with Traditional Portfolios: Long-term strategies for wealth goals • Regulatory Considerations: Navigating local and international regulations • Crypto Investment Access: Best practices for HNW clients and wealth managers • Security & Risk Management: Safeguarding digital assets amid volatility • Emerging Technologies: AI, blockchain, and tokenization's future impact on financial services 🔹 Why This Forum? Unlike other industry events, this is a unique opportunity to deepen your understanding of digital assets and learn how to guide clients confidently through this digital era. Connect, learn, and network with peers in wealth management. Together, let’s explore how digital assets are reshaping the future of wealth and asset management! Many thanks to our sponsors: 1291 Group, Chintai, Wealtra, ATME, Zerocap, and Henley & Partners - The Firm of Global Citizens®.   And a huge thank you to our speakers, including: Marc-André Sola – Founder & Chairman, 1291 Group; Robin Scott – General Manager of Middle East, AIFT; Arushi Goel – Head of Policy, Middle East and Africa, Chainalysis; David Packham – Founder & CEO, Chintai; Geoff McAlister – Chief Risk Officer, M2; Ralph Gebran – Managing Partner, Onramp MENA; Damian Hitchen – Chief Executive Officer, MENA, Saxo Bank; and Bharti Sharma – Global Distribution & Strategy Lead - Private Wealth, Zerocap. Our lineup of industry leaders will provide invaluable insights into the rise of digital assets, portfolio integration strategies, regulatory navigation, and the future of digital wealth management. Don’t miss the chance to hear from these experts and network with peers! RSVP Today and secure your complimentary spot at this must-attend event! #HubbisDigitalAssets #DubaiEvents #WealthManagement #CryptoInvesting