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Browsing Tag

e-learning

95 posts
PPersonal finance
From Templates to Technical Structuring: James Russell on Greater China, Succession and Hong Kong’s Family Office Opportunity
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From Templates to Technical Structuring: James Russell on Greater China, Succession and Hong Kong’s Family Office Opportunity

  • July 28, 2026
Greater scrutiny of offshore wealth is changing the way families across Greater China approach trusts, succession and the…
PPersonal finance
Capital, Control and Flexibility: Dean J. De Marco on Gracie Point International’s Premium Finance Proposition
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Capital, Control and Flexibility: Dean J. De Marco on Gracie Point International’s Premium Finance Proposition

  • July 22, 2026
As private wealth becomes increasingly international, large life insurance engagements are creating more complex capital-allocation decisions for families…
PPersonal finance
Dr Irina Francken And Derrick Kew: From Personal Ownership To Trust Governance - Using New Zealand Foreign Trusts For Singapore-Resident Beneficiaries
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Dr Irina Francken And Derrick Kew: From Personal Ownership To Trust Governance – Using New Zealand Foreign Trusts For Singapore-Resident Beneficiaries

  • July 16, 2026
At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Dr Irina M. Francken, Director at IN…
PPersonal finance
Making Structures Come Alive: Insights from Dato' Nor Fazlina Binti Mohd Ghouse
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Making Structures Come Alive: Insights from Dato’ Nor Fazlina Binti Mohd Ghouse

  • July 10, 2026
In Malaysia’s wealth structuring landscape, the gap between having a structure in place and having one that actually…
PPersonal finance
Product Innovation in a Shifting Market: Insights from Edwin Leong
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Product Innovation in a Shifting Market: Insights from Edwin Leong

  • July 8, 2026
​​​​​​​In a market where client demand is evolving faster than many product shelves can keep pace, the role…
PPersonal finance
Autark Advisory’s Steffen Feike: From Ownership To Control - Building Wealth That Can Move Under Stress
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Autark Advisory’s Steffen Feike: From Ownership To Control – Building Wealth That Can Move Under Stress

  • July 6, 2026
​​​​​​​At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Steffen Feike, Co-Founder and Managing Partner, Autark…
PPersonal finance
Autark Advisory’s Steffen Feike: From Ownership To Control - Building Wealth That Can Move Under Stress
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Autark Advisory’s Steffen Feike: From Ownership To Control – Building Wealth That Can Move Under Stress

  • July 6, 2026
​​​​​​​At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Steffen Feike, Co-Founder and Managing Partner, Autark…
PPersonal finance
Underwriting From The Inside: What Kilde's Private Credit Experience Reveals About Due Diligence
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Underwriting From The Inside: What Kilde’s Private Credit Experience Reveals About Due Diligence

  • July 6, 2026
Private credit has grown quickly, but the language used to market it has become too generic. Words such…
PPersonal finance
From Product to Planning: Mark Christal on the Strategic Role of HNW Insurance in Asia’s Wealth Transfer
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From Product to Planning: Mark Christal on the Strategic Role of HNW Insurance in Asia’s Wealth Transfer

  • July 6, 2026
For high net worth (HNW) families in Asia, insurance-based wealth solutions are increasingly being discussed less as standalone…
PPersonal finance
WealthTHINK India 2026: Private Wealth Moves From Growth To Institutional Discipline
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WealthTHINK India 2026: Private Wealth Moves From Growth To Institutional Discipline

  • July 2, 2026
India’s private wealth industry is entering a more demanding phase. The growth story remains powerful, driven by entrepreneurial…
PPersonal finance
Global Diversification Comes of Age: Building Cross-Border Investment Capability for Indian Wealth
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Global Diversification Comes of Age: Building Cross-Border Investment Capability for Indian Wealth

  • July 2, 2026
Hosted by Andrew Hendry of Janus Henderson, this WealthTHINK India 2026 table examined how Indian private wealth firms…
PPersonal finance
Family Offices at a Crossroads: Institutionalisation, Governance and Strategic Relevance in India
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Family Offices at a Crossroads: Institutionalisation, Governance and Strategic Relevance in India

  • July 2, 2026
​​​​​​​Hosted by Sandip Shah, Chief Business Officer – India at Eton Solutions, and Chetan Chaudhari, Vice President of…
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