Talent, Not Tools: Himanshu Kohli on Where Advisers Stay Relevant
When a client arrives having already run the analysis, the adviser’s traditional advantage of superior access to information…
No Relationship Is Inherited: Thomas Stephen on Hiring for the Client of the Next Decade
One sentence cut through an hour of discussion at the Hubbis India Wealth Management Forum 2026 in Mumbai,…
A Wider Investment Reach: Robert Ramos on RCBC Trust Corporation’s Next Phase
RCBC Trust Corporation has changed considerably since its days as the Trust and Investments Group within Rizal Commercial…
Independence, Capability and the Human Adviser: Alfred Chia on SingCapital’s Expanding Proposition
Singapore’s financial advisory sector is moving into a broader and more sophisticated phase. Retirement adequacy remains an urgent…
Experience, Independence and Bespoke Execution: Kelvin Leong on Merliance Capital’s Client Proposition
Ultra-high net worth (UHNW) families rarely require a single product or service. Their needs may span portfolio management,…
Beyond Custody: Annabelle Chow on Building Bank of Singapore’s Financial Intermediaries Ecosystem
Independent wealth managers are becoming more sophisticated, their clients more international and the demands placed on their businesses…
Taking Wealth Global: Diversification, Routes and the New Offshore Playbook for Indian Investors
At the Hubbis India Wealth Management Forum 2026, the panel examined the accelerating interest among Indian investors in…
Earning the Next Generation: Proposition, Value and Engagement
At the Hubbis India Wealth Management Forum 2026, the panel examined whether the wealth management industry has developed…
Building the Talent to Scale India’s Private Wealth Management Boom
A Hubbis discussion paper on capacity, competency and continuing professional development – August 2026 Executive Summary India is…
Stability as Strategy: Lombard Odier on Hong Kong’s Revival and the Long Work of Succession
Hong Kong’s private wealth industry has spent the past two years rebuilding its confidence, and the questions clients…
From Fiduciary Foundations to Pan-Asian Growth: Harmen Overdijk on Leo Wealth’s Expansion Strategy
Leo Wealth is entering a new phase of Asian expansion, supported by a revised corporate structure, external growth…
Data, Intelligence and Scale: Srutaban Mukhopadhyay on Valuefy’s Wealth Technology Proposition
India’s wealth management industry is expanding faster than its supply of experienced advisers, increasing the pressure on financial…