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Browsing Tag

E Learning

123 posts
PPersonal finance
Global Diversification Comes of Age: Building Cross-Border Investment Capability for Indian Wealth
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Global Diversification Comes of Age: Building Cross-Border Investment Capability for Indian Wealth

  • July 2, 2026
Hosted by Andrew Hendry of Janus Henderson, this WealthTHINK India 2026 table examined how Indian private wealth firms…
PPersonal finance
Family Offices at a Crossroads: Institutionalisation, Governance and Strategic Relevance in India
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Family Offices at a Crossroads: Institutionalisation, Governance and Strategic Relevance in India

  • July 2, 2026
​​​​​​​Hosted by Sandip Shah, Chief Business Officer – India at Eton Solutions, and Chetan Chaudhari, Vice President of…
PPersonal finance
Beyond the Pitch Book: What Private Credit Data Shows and What Allocators Should Ask
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Beyond the Pitch Book: What Private Credit Data Shows and What Allocators Should Ask

  • July 2, 2026
Private credit deserves scrutiny, but the scrutiny has to be precise. Much of the current debate is driven…
PPersonal finance
Scaling with Substance: Talent, Technology and the Sustainability of India’s Private Wealth Industry
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Scaling with Substance: Talent, Technology and the Sustainability of India’s Private Wealth Industry

  • July 2, 2026
Hosted by Rohit Bhardwaj, Country Head – India, Director Private Clients at Henley & Partners, and Abhijit Bhave,…
PPersonal finance
Neo Trusteeship Services: Structuring Wealth Preservation in a Rapidly Globalising India
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Neo Trusteeship Services: Structuring Wealth Preservation in a Rapidly Globalising India

  • July 1, 2026
As India’s wealth landscape expands and cross-border capital mobility increases, affluent families are confronting new structural challenges around…
PPersonal finance
WealthTHINK India 2026: Trust, Family Values, and the Evolution of Wealth Advisory in India
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WealthTHINK India 2026: Trust, Family Values, and the Evolution of Wealth Advisory in India

  • July 1, 2026
India’s private wealth market is maturing rapidly, but the conversation around advice, family offices and succession remains deeply…
PPersonal finance
AI-Driven Wealth: From Concept to Execution in India’s Private Wealth Industry
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AI-Driven Wealth: From Concept to Execution in India’s Private Wealth Industry

  • July 1, 2026
Hosted by Akash Anand, Managing Director – Region Middle East, Africa and India at Avaloq, the table explored…
PPersonal finance
From Fragmented Reporting to Family Office Governance: Manish Jain and Anant Agarwal on MProfit’s Role in India’s Wealth Market
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From Fragmented Reporting to Family Office Governance: Manish Jain and Anant Agarwal on MProfit’s Role in India’s Wealth Market

  • June 29, 2026
In an exclusive interview with Hubbis, Manish Jain, Co-Founder & Strategic Alliances, MProfit, and Anant Agarwal, Head of…
PPersonal finance
Simplify, Ring Fence, and Prepare: Insights from Tan Woon Hum
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Simplify, Ring Fence, and Prepare: Insights from Tan Woon Hum

  • June 29, 2026
The machinery of global tax transparency is no longer a policy ambition. It is an operational reality, and…
PPersonal finance
Federated Hermes’ James Cook: A Contrarian View On Asia Ex-Japan Equities
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Federated Hermes’ James Cook: A Contrarian View On Asia Ex-Japan Equities

  • June 27, 2026
At the Hubbis Independent Wealth Management Forum – Hong Kong 2026, James Cook, Executive Director, Head of Investment…
PPersonal finance
Federated Hermes’ James Cook: A Contrarian View On Asia ex Japan Equities
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Federated Hermes’ James Cook: A Contrarian View On Asia ex Japan Equities

  • June 26, 2026
At the Hubbis Independent Wealth Management Forum – Singapore 2026, James Cook, Executive Director, Head of Investment Directors…
PPersonal finance
Beyond the Structure: Wealth Planning's New Imperatives in Asia's Evolving Landscape: Insights from Alice Tan
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Beyond the Structure: Wealth Planning’s New Imperatives in Asia’s Evolving Landscape: Insights from Alice Tan

  • June 23, 2026
​​​​​​​Singapore’s position as Asia’s pre-eminent wealth management hub has never been more secure on paper, nor more contested…
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