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…
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…
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…
Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families
At the Hubbis India Wealth Management Forum 2026, Dominic Volek, Group Head of Private Clients and Member of…
Governance Before Structures: Sovereign Group’s Andrew Galway on Why Succession Plans Stall
Andrew Galway, a Managing Director at Sovereign Group based in Singapore, was the third fiduciary provider to take…
Trust Has to Be Structured: Munish Randev on Building for the Next Generation
Every wealth manager in India will say that trust sits at the centre of the proposition. Rather fewer…
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
Institutional Advice and a Broader Wealth Market: Ashwin Patni on Julius Baer India
India’s private wealth market is growing and becoming more widely distributed. Initial public offerings and private equity transactions…
Structural, Not Cyclical: Anuj Kapoor on India’s Global Turn
For the best part of a decade, Indian investors had little reason to look abroad. Domestic returns were…
Courage, Frameworks and the Art of Saying No: Insights from Zeherra Mecklai
In an industry that increasingly measures itself by the sophistication of its products, the breadth of its platform…