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Asia private banking online training

98 posts
PPersonal finance
From Relationships to Acquisition Intelligence: Sumit Sahu on Affluense.ai
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From Relationships to Acquisition Intelligence: Sumit Sahu on Affluense.ai

  • June 23, 2026
​​​​​​​In wealth management, relationships remain central. But Sumit Sahu, Co-founder and CEO of Affluense.ai, argues that relationships are…
PPersonal finance
From Fund Friction to Bankable Investment Access: Sean Green on Kyros Capital’s AMC Platform
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From Fund Friction to Bankable Investment Access: Sean Green on Kyros Capital’s AMC Platform

  • June 22, 2026
As private banks, multi-family offices, fund managers and investment platforms look for faster, more cost-efficient ways to bring…
PPersonal finance
Beyond the Structure: Wealth Planning’s New Imperatives in Asia’s Evolving Landscape
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Beyond the Structure: Wealth Planning’s New Imperatives in Asia’s Evolving Landscape

  • June 18, 2026
​​​​​​​At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, industry leaders examined how private wealth planning…
PPersonal finance
Digital Assets in Private Wealth: From Curiosity to Institutional Capability
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Digital Assets in Private Wealth: From Curiosity to Institutional Capability

  • June 17, 2026
At WealthTHINK Singapore 2026, one of the day’s most animated discussions examined how digital assets are moving from…
PPersonal finance
Solving Wealth Management's Fragmentation Problem in Malaysia: Backbase's Ashish Sharma on What AI Needs to Work
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Solving Wealth Management’s Fragmentation Problem in Malaysia: Backbase’s Ashish Sharma on What AI Needs to Work

  • June 16, 2026
Ashish Sharma, Country Director, Malaysia, at Backbase, took to the stage during the “In the Hubbis Hot Seat”…
PPersonal finance
From Offshore Access to Wealth Solutions: Matthew Chan on CITIC Securities’ Wealth Management Proposition
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From Offshore Access to Wealth Solutions: Matthew Chan on CITIC Securities’ Wealth Management Proposition

  • June 16, 2026
As mainland Chinese wealth becomes more global, offshore wealth management is moving beyond product access and trade execution.…
PPersonal finance
From Product Sales to Fiduciary Advice: Ann Marie Regal on Avrio Wealth
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From Product Sales to Fiduciary Advice: Ann Marie Regal on Avrio Wealth

  • June 12, 2026
​​​​​​​In private wealth management, alignment is often discussed in broad terms. For Ann Marie Regal, Chief Executive Officer…
PPersonal finance
The Succession and Estate Planning Survey 2026 - Strengthening Governance, Managing Complexity and Supporting Intergenerational Outcomes
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The Succession and Estate Planning Survey 2026 – Strengthening Governance, Managing Complexity and Supporting Intergenerational Outcomes

  • June 11, 2026
Foreword By Michael Stanhope, Founder & CEO, Hubbis For much of my time in this industry, succession and…
PPersonal finance
Advisor-Centric AI: How Wealth Teams Can Streamline Client Meetings And Measure Operational ROI
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Advisor-Centric AI: How Wealth Teams Can Streamline Client Meetings And Measure Operational ROI

  • June 11, 2026
At the Hubbis Independent Wealth Management Forum – Singapore 2026, Alexander Kearns, CEO & Co-Founder of DataDasher, delivered…
PPersonal finance
Outcome Over Convention: Insights from Wilson Han
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Outcome Over Convention: Insights from Wilson Han

  • June 10, 2026
In a market where wealth managers rely on similar strategic asset allocation frameworks, differentiation increasingly lies in how…
PPersonal finance
Morningstar’s Nicolas Gisbert: Smarter Fund Selection And Monitoring In A Changing Investment Landscape
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Morningstar’s Nicolas Gisbert: Smarter Fund Selection And Monitoring In A Changing Investment Landscape

  • June 10, 2026
At the Hubbis Malaysia Wealth Management Forum 2026, Nicolas Gisbert, Head of Sales, Southeast Asia and Head of…
PPersonal finance
Unique AI’s Damien Piper: AI Agents Don’t Sleep - But They Do Report
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Unique AI’s Damien Piper: AI Agents Don’t Sleep – But They Do Report

  • June 10, 2026
At the Hubbis Malaysia Wealth Management Forum 2026, Damien Piper, Executive Director – Growth at Unique AI, examined…
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