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…
Beyond Tax and Trusts: Kevin Lee on Private Capital, Cross-Border Complexity and Succession
Private client advice in Asia is becoming broader, more international and more difficult to deliver through isolated disciplines.…
Rewriting the Playbook: Insights from Calvin Goon
For domestic banks in Malaysia without the regional footprint of larger competitors, the path to relevance in wealth…
From Templates to Technical Structuring: James Russell on Greater China, Succession and Hong Kong’s Family Office Opportunity
Greater scrutiny of offshore wealth is changing the way families across Greater China approach trusts, succession and the…