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…
Capital, Control and Flexibility: Dean J. De Marco on Gracie Point International’s Premium Finance Proposition
As private wealth becomes increasingly international, large life insurance engagements are creating more complex capital-allocation decisions for families…
From Stability to Structure: Marilyn See on Trident Trust’s Fiduciary Proposition in Asia
As Asian private wealth becomes more international, mobile and multi-generational, families are increasingly looking for fiduciary partners that…
Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring
Chung Yin O, Regional Director of Legal and Operations at Cone Marshall Group, took to the stage during…
Dr Irina Francken And Derrick Kew: From Personal Ownership To Trust Governance – Using New Zealand Foreign Trusts For Singapore-Resident Beneficiaries
At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Dr Irina M. Francken, Director at IN…
Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring
Chung Yin O, Regional Director of Legal and Operations at Cone Marshall Group, took to the stage during…
Knighthead’s Luanna Teo: From Fixed Income To Certainty – Using Annuities To Support Defined Client Outcomes
At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Luanna Teo, Vice President, Brand Development at…