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e-learning

95 posts
PPersonal finance
Clients Are Using AI. Are Advisers Ready? - Avishek Nandy on the Wealth Management Adoption Gap
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Clients Are Using AI. Are Advisers Ready? – Avishek Nandy on the Wealth Management Adoption Gap

  • June 8, 2026
Artificial intelligence has moved rapidly from industry talking point to practical technology, but wealth management adoption remains uneven.…
PPersonal finance
From Product Access to Advisory Discipline: Gabriel Chan on BNP Paribas Wealth Management’s Investment Services Model in Greater China
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From Product Access to Advisory Discipline: Gabriel Chan on BNP Paribas Wealth Management’s Investment Services Model in Greater China

  • June 8, 2026
As Greater China’s private wealth market continues to deepen, private clients are increasingly looking for more than access…
PPersonal finance
Building The Operating Foundation For Integrated, AI-Enabled Wealth Management
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Building The Operating Foundation For Integrated, AI-Enabled Wealth Management

  • June 5, 2026
Mahendranath Pal, Vice President Sales at M5Wealth, used his time In The Hubbis Hot Seat at the Hubbis…
PPersonal finance
Avaloq’s Jamie Sim: From Growth To Scale - Building A Resilient Wealth Management Model For Malaysia
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Avaloq’s Jamie Sim: From Growth To Scale – Building A Resilient Wealth Management Model For Malaysia

  • June 4, 2026
At the Hubbis Malaysia Wealth Management Forum 2026, Jamie Sim, Head of Account Management, South Asia at Avaloq,…
PPersonal finance
Healthcare's Valuation Disconnect Signals Opportunity for Asia's Wealth Allocators
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Healthcare’s Valuation Disconnect Signals Opportunity for Asia’s Wealth Allocators

  • June 4, 2026
With healthcare equities trading at their steepest discount to the broader market in over a decade, Bellevue Asset…
PPersonal finance
WMCockpit’s Dominique Jooris: From Portfolio Management To Whole-Estate Wealth Management
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WMCockpit’s Dominique Jooris: From Portfolio Management To Whole-Estate Wealth Management

  • June 3, 2026
At the Hubbis Independent Wealth Management Forum – Hong Kong 2026, Dominique Jooris, Founder and CEO of WMCockpit,…
PPersonal finance
Growth, Differentiation and India’s Next Asset Management Cycle: Akhil Chaturvedi on Motilal Oswal Asset Management
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Growth, Differentiation and India’s Next Asset Management Cycle: Akhil Chaturvedi on Motilal Oswal Asset Management

  • June 3, 2026
​​​​​​​As India’s asset management industry continues to deepen, the expectations placed on investment managers are changing. Investors are…
PPersonal finance
Augmenting the Frontline: How the Philippines' Wealth Leaders Are Navigating AI Adoption
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Augmenting the Frontline: How the Philippines’ Wealth Leaders Are Navigating AI Adoption

  • June 3, 2026
At a recent Hubbis roundtable luncheon in Manila, hosted in partnership with Backbase, senior wealth management leaders gathered…
PPersonal finance
WealthTHINK Singapore 2026: Private Wealth Moves From Access To Execution
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WealthTHINK Singapore 2026: Private Wealth Moves From Access To Execution

  • June 1, 2026
Singapore’s private wealth industry is entering a more demanding phase. Its position as a stable, well-regulated and internationally…
PPersonal finance
Advice, Access & Alpha: Rebuilding the Investment Proposition in Private Wealth
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Advice, Access & Alpha: Rebuilding the Investment Proposition in Private Wealth

  • June 1, 2026
At WealthTHINK Singapore 2026, one of the day’s most practical discussions focused on how private wealth firms are…
PPersonal finance
Core and Satellite: Insights from Kok Hong Wong
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Core and Satellite: Insights from Kok Hong Wong

  • May 29, 2026
Malaysia’s wealth management industry is grappling with a deceptively simple question: how do you build an advisory model…
PPersonal finance
Getting Succession Right: Insights from Nicole Wee
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Getting Succession Right: Insights from Nicole Wee

  • May 28, 2026
Succession planning for Malaysian high net worth families is rarely a straightforward exercise. As assets become more internationally…
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