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Browsing Tag

Asia wealth management

138 posts
PPersonal finance
Swiss Life’s Edna Wong: Using Variable Universal Life to Keep Wealth Invested Across Generations
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Swiss Life’s Edna Wong: Using Variable Universal Life to Keep Wealth Invested Across Generations

  • September 21, 2026
At the Hubbis High Net Worth (HNW) Insurance Summit – Singapore 2026, Edna Wong, Business Development Director at…
PPersonal finance
Solutions That Survive Change: Mark Christal on Flexibility, Substance and the Case for PPLI in Asia
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Solutions That Survive Change: Mark Christal on Flexibility, Substance and the Case for PPLI in Asia

  • September 21, 2026
A high-net-worth policy is written once and lives for decades, during which tax regimes shift, families move and…
PPersonal finance
Banesh Prabhu on IntellectAI and Artificial Intelligence in Wealth Management
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Banesh Prabhu on IntellectAI and Artificial Intelligence in Wealth Management

  • September 21, 2026
​​​​​​​Banks are beginning to move artificial intelligence beyond general-purpose chat tools and into the systems used to serve…
PPersonal finance
From Stability to Stewardship: Alfred Low on Lombard Odier's North Asia Proposition
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From Stability to Stewardship: Alfred Low on Lombard Odier’s North Asia Proposition

  • September 21, 2026
​​​​​​​As Asian private wealth becomes more international and multi-generational, families are looking beyond near-term investment performance when selecting…
PPersonal finance
The Discretionary Decade: Can Asia's DPM Breakout Become a Scalable Growth Model?
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The Discretionary Decade: Can Asia’s DPM Breakout Become a Scalable Growth Model?

  • September 21, 2026
At the Hubbis Investment Forum – Hong Kong 2026, the third panel examined whether the recent growth of…
PPersonal finance
People, Processes and Platforms: Insights from Srutaban Mukhopadhyay
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People, Processes and Platforms: Insights from Srutaban Mukhopadhyay

  • September 17, 2026
India’s wealth industry is growing quickly enough that the constraint on expansion may prove to be human rather…
PPersonal finance
Building Finance on Digital Rails: Reto Marx on Sygnum's Regulated Path into Future Finance
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Building Finance on Digital Rails: Reto Marx on Sygnum’s Regulated Path into Future Finance

  • September 17, 2026
​​​​​​​Digital assets are usually discussed as a new investment category and viewed by HNWIs as important to preserve…
PPersonal finance
Concentrated, Illiquid and Sometimes Unwanted: Jeffrey Yap on the Three Gaps in Asian Succession Planning
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Concentrated, Illiquid and Sometimes Unwanted: Jeffrey Yap on the Three Gaps in Asian Succession Planning

  • September 14, 2026
Asked how well-prepared Asia’s wealthy families are to move from transactional wealth management to genuine succession planning, most…
PPersonal finance
Not One Solution, but Several: Christopher Tanchou on Matching PPLI and VUL to the Client's Actual Position
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Not One Solution, but Several: Christopher Tanchou on Matching PPLI and VUL to the Client’s Actual Position

  • September 14, 2026
Product comparisons in high-net-worth insurance tend to be framed as contests. On a panel in Singapore last month,…
PPersonal finance
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
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From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase

  • September 9, 2026
Finexis Advisory (HK) Limited is reshaping a business historically built around insurance brokerage and institutional referrals. Following its…
PPersonal finance
MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance
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MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance

  • September 8, 2026
​​​​​​​At the Hubbis India Wealth Management Forum 2026, Anant Agarwal, Head of Growth & Partnerships at MProfit, examined…
PPersonal finance
Growth, Efficiency and Speed: Insights from Akash Anand
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Growth, Efficiency and Speed: Insights from Akash Anand

  • September 8, 2026
India’s wealth management industry is expanding rapidly, but firms face a growing shortage of experienced relationship managers. Against…
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