Hubbis

Innovations and Trends in Asia's HNW Insurance Market: Views from the Experts At the Hubbis HNW Insurance Forum in Singapore on September 4, 2024, a panel of leading insurance specialists - namely Roger CHI of 1291 Group, Belinda Au of Chubb Life, Jeremy Young of Transamerica Life Bermuda, John J. Harrell, CFP®️, CMFC®️ of Knighthead Annuity & Life Assurance Company, and Christopher T. of Swiss Life - gathered to discuss innovations and trends in high-net-worth (HNW) life insurance in Asia. Their insights ranged from the current state of the market to the latest products and solutions for wealth preservation and succession planning. The forum examined the market dynamics, product diversification, and the evolving expectations of HNW clients across the region, particularly in Hong Kong and Singapore. The experts also highlighted regulatory changes, shifts in client preferences, and the growing demand for more sophisticated financial tools like Private Placement Life Insurance (PPLI) and Variable Universal Life (VUL) policies Read on on our website: https://lnkd.in/gimhBuNk #Insurance #WealthManagement #LifeInsurance #PPLI #VUL #Singapore

1291 Expert Peter Triggs on Recent Tax Changes and Their Impact on Asian Private Clients At the Hubbis HNW Insurance Forum in Singapore on September 4, Peter Triggs, Partner at high-end insurance solutions specialist brokerage 1291 Group, provided an overview of the evolving global tax landscape, focusing specifically on its impact on high-net-worth individuals (HNWIs) across Asia. He explored the challenges posed by new tax policies in various jurisdictions, review the impact of the Common Reporting Standard (CRS), and provided insights into tax-efficient wealth management strategies for private clients. Throughout his talk, he emphasised the importance of advisors staying informed to remain relevant as global transparency expands. Read on here: https://lnkd.in/g6UPt4F2 #WealthManagement #WealthSolutions #Insurance #WealthPlanning #Tax

The team and I are looking forward to our upcoming trip to Singapore to host our annual Hubbis Digital Wealth Forum for 2024, which takes place on October 9th from 9.00am to 2.00pm.   View the homepage: https://lnkd.in/gH_DGMdY   This exclusive event brings together the brightest minds in wealth management, including senior management, product gatekeepers, relationship managers from leading local and international private banks, independent wealth managers, multi-family offices, single-family offices, securities firms, asset management firms, and digital wealth managers.   The forum features a dynamic lineup of six insightful presentations and four engaging panel discussions, all focused on the most pressing topics shaping the future of wealth management in Asia through the lens of digital transformation and technological innovation. This event is a unique opportunity to explore the cutting-edge trends and strategies that are driving the industry forward.   A special thanks to our world-class partners: Eton Solutions LP, Fiduc-IA Corp, Interactive Brokers, Privé Technologies, Wealth Dynamix, HSBC, Wealtra and swissQuant .   And a huge thank you to our speakers: Bhushan Sonkusare of 360 ONE Wealth, David Wilson of Accenture, Jackson N. of Azimut Group Investment Management, Walter de Oude of Chocolate Finance, Jitendra Tekchandani of DBS Bank, Sigrid Rouam, MS, PhD of EFG Private Bank, Sameer Deshpande of Emirates NBD, Samuel Rhee and Hugh Chung of Endowus, Bryan Henning of Eton Solutions LP, Frédéric S. of Fiduc-IA Corp, Paul Hodes of Prive Technologies, Nandini Joshi and Dr. Janet Liu, CFA CAIA CFtP of StashAway, Alexandre Alesi of SwissQuant, Dhruv Arora of Syfe, Avishek Nandy of Bain & Company and Darell Miller of Wealth Dynamix.   We look forward to hosting you for a day of insightful discussions, expert panels, and invaluable networking opportunities at the Hubbis Digital Wealth Forum for 2024. #WealthManagement #Digital #Technology #Bankingindustry #Innovation

Chairing panels is a breeze when you have amazing panelists! Thank you to my panelists: - Belinda Au, President of Chubb Life - Jeremy Young, Chief Commercial Officer Transamerica - John J. Harrell, CFP®️, CMFC®️ global head of sales Knighthead Capital Management, LLC - Christopher T., head of business development Swiss Life Who helped to cover all the “Innovations and Trends in Asia's HNW Insurance Market” which was all done in a blazing fast 45 minutes! A special thank you to Micheal and Michelle at Hubbis for inviting me to chair the panel. 1291 Group #HNW #Insurance #WholeLife #ULI #SavingsPlans #Annuities #PPLI #VUL

Zerocap: Leveraging Institutional Digital Asset Infrastructure for Private Wealth Clients Founded in 2017 with backing from the Victor Smorgon Group, one of Australia’s premier family offices, Zerocap operates on the sell side, providing international liquidity to the broader market. Leveraging its robust institutional infrastructure, the company ensures exceptional market access, delivering tailored services to private wealth clients globally, including OTC trading, structured products, lending & staking, as well as institutional grade custody for digital assets. In a recent interview with our CEO, Michael Stanhope, Bharti Sharma, who leads Zerocap’s global expansion for private wealth clients, explained that the firm's offering is built on a technology-driven model coupled with service delivery by a team of experienced professionals with expertise in both digital asset technology and traditional finance. She shared that they have already established a global client base outside of Australia across the UK, Europe, UAE, and Singapore and are planning to secure both Type 4 and Type 9 licences in Hong Kong as they continue to grow their presence. Read on here: https://lnkd.in/gpkegPsT #Banking #WealthManagement #DigitalAssets #GlobalExpansion #BlockchainTechnology

Thank you Hubbis for the opportunity to share my views and insights on the evolving landscape of wealth transfer & leadership transitions across Indian Family Busineses. #FamilyGovernance #Succession #FamilyOffice Waterfield Advisors

Couple shots 📸 from the two successful #WealthManagement events held in #Mumbai #India 🇮🇳 and #Dubai #UAE 🇦🇪 with Hubbis over the last few weeks - great catching up with our key partners across the region and meeting many new contacts as well! Thanks to Michael Stanhope and Michelle Stanhope for arranging everything and bringing this community together so effortlessly and to my amazing colleagues at Henley & Partners - The Firm of Global Citizens® for flying the flag 💪🏼

Tanvi Savla, Managing Director, Head of Client Coverage was invited as a panelist at a recent Hubbis thought-leadership roundtable in Mumbai. The discussion focused on setting up a family office, delving into diverse aspects that encompass family offices, such as governance, tax issues, legal considerations, as well as the role of technological advancements within this space. A prominent voice in the family office landscape, Tanvi provided her invaluable insights into navigating the world of family offices, highlighting the growing significance of globalisation, and in particular GIFT City, for Indian family offices. She reflected on the specific challenges that India's family offices face in today's economic landscape and also shared her perspectives on leveraging AI to enhance operational efficiencies. Read more about the roundtable here: https://lnkd.in/deTseDXc #thoughtleadership #hubbis #roundtable #waterfield #familyoffice Disclaimer: https://lnkd.in/dEhsX_UG

Navigating Tax Changes and Wealth Preservation: Strategies for HNW Clients in Asia In early September, experts at the Hubbis High Net Worth Insurance Forum in Singapore gathered to explore the growing complexities of global tax regulations and their impact on private clients across Asia. The panel - featuring Peter Triggs of 1291 Group, Zac Lucas TEP of Spencer West LLP, Enoch Wan of Baker McKenzie Wong & Leow, and Junwei H. of Deloitte - delved into recent changes, the potential introduction of new taxes, and the strategies high-net-worth (HNW) individuals should consider in order to effectively safeguard their wealth in an increasingly scrutinised local and global regulatory environment. Read the full article here: https://lnkd.in/gZggkQ_i #WealthPreservation #HNWStrategies #TaxPlanningAsia #GlobalTaxTrends #PrivateWealthManagement

It was great to walk Hubbis through the Zerocap journey, from our Australian roots to our growing global presence. We discussed how we’re leveraging institutional infrastructure to deliver real value to private wealth clients, thinking and acting as a truly global business. And yes, we always bring a bit of that Aussie charm into every interaction. Thank you Michael Stanhope and team. Looking forward to seeing you in Dubai soon. #PrivateWealth #GlobalBusiness #DigitalAssets #Zerocap