Banesh Prabhu on IntellectAI and Artificial Intelligence in Wealth Management
Banks are beginning to move artificial intelligence beyond general-purpose chat tools and into the systems used to serve…
From Stability to Stewardship: Alfred Low on Lombard Odier’s North Asia Proposition
As Asian private wealth becomes more international and multi-generational, families are looking beyond near-term investment performance when selecting…
The Discretionary Decade: Can Asia’s DPM Breakout Become a Scalable Growth Model?
At the Hubbis Investment Forum – Hong Kong 2026, the third panel examined whether the recent growth of…
People, Processes and Platforms: Insights from Srutaban Mukhopadhyay
India’s wealth industry is growing quickly enough that the constraint on expansion may prove to be human rather…
Building Finance on Digital Rails: Reto Marx on Sygnum’s Regulated Path into Future Finance
Digital assets are usually discussed as a new investment category and viewed by HNWIs as important to preserve…
Concentrated, Illiquid and Sometimes Unwanted: Jeffrey Yap on the Three Gaps in Asian Succession Planning
Asked how well-prepared Asia’s wealthy families are to move from transactional wealth management to genuine succession planning, most…
Not One Solution, but Several: Christopher Tanchou on Matching PPLI and VUL to the Client’s Actual Position
Product comparisons in high-net-worth insurance tend to be framed as contests. On a panel in Singapore last month,…
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
Finexis Advisory (HK) Limited is reshaping a business historically built around insurance brokerage and institutional referrals. Following its…
MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance
At the Hubbis India Wealth Management Forum 2026, Anant Agarwal, Head of Growth & Partnerships at MProfit, examined…
Growth, Efficiency and Speed: Insights from Akash Anand
India’s wealth management industry is expanding rapidly, but firms face a growing shortage of experienced relationship managers. Against…
Objectives First, Structures Second: Insights from Kshitij Kulkarni
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…
From Direct Equity to Holistic Wealth: Manish Kathuria on Kotak Neo’s Next Phase
India’s wealth management industry is being reshaped by several forces at once. Household savings are moving further into…