From Offshore Access to Wealth Solutions: Matthew Chan on CITIC Securities’ Wealth Management Proposition
As mainland Chinese wealth becomes more global, offshore wealth management is moving beyond product access and trade execution.…
From Product Sales to Fiduciary Advice: Ann Marie Regal on Avrio Wealth
In private wealth management, alignment is often discussed in broad terms. For Ann Marie Regal, Chief Executive Officer…
The Succession and Estate Planning Survey 2026 – Strengthening Governance, Managing Complexity and Supporting Intergenerational Outcomes
Foreword By Michael Stanhope, Founder & CEO, Hubbis For much of my time in this industry, succession and…
Advisor-Centric AI: How Wealth Teams Can Streamline Client Meetings And Measure Operational ROI
At the Hubbis Independent Wealth Management Forum – Singapore 2026, Alexander Kearns, CEO & Co-Founder of DataDasher, delivered…
Outcome Over Convention: Insights from Wilson Han
In a market where wealth managers rely on similar strategic asset allocation frameworks, differentiation increasingly lies in how…
Morningstar’s Nicolas Gisbert: Smarter Fund Selection And Monitoring In A Changing Investment Landscape
At the Hubbis Malaysia Wealth Management Forum 2026, Nicolas Gisbert, Head of Sales, Southeast Asia and Head of…
Unique AI’s Damien Piper: AI Agents Don’t Sleep – But They Do Report
At the Hubbis Malaysia Wealth Management Forum 2026, Damien Piper, Executive Director – Growth at Unique AI, examined…
Scalable Infrastructure For Wealth Managers Seeking Control, Differentiation And Efficiency
Kellie Tan, Head of Prime Services and Securities Clearing Sales at StoneX Group, used her appearance at the…
From Performance to Continuity: Jack Siu on Lombard Odier’s Team-Based DPM Model in Asia
As Asia’s private wealth market matures, discretionary portfolio management (DPM) is becoming a more important part of how…
Unique AI’s Damien Piper: AI Agents Don’t Sleep – But They Do Report
At the Hubbis Malaysia Wealth Management Forum 2026, Damien Piper, Executive Director – Growth at Unique AI, examined…
Structuring in the Multi-Hub Era: Insights from M/HQ’s Yann Mrazek
The wealthiest families in the world are no longer content to manage their affairs from a single centre.…
A Perspective on the Shift Amongst Global Financial Centres
At the Hubbis Independent Wealth Management Forum – Singapore 2026, Yann Mrazek, Founder and Managing Partner at M/HQ,…