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Browsing Tag

Asia private banking training

107 posts
PPersonal finance
Building the Talent to Scale India's Private Wealth Management Boom
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Building the Talent to Scale India’s Private Wealth Management Boom

  • August 17, 2026
A Hubbis discussion paper on capacity, competency and continuing professional development – August 2026 Executive Summary India is…
PPersonal finance
Stability as Strategy: Lombard Odier on Hong Kong's Revival and the Long Work of Succession
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Stability as Strategy: Lombard Odier on Hong Kong’s Revival and the Long Work of Succession

  • August 12, 2026
Hong Kong’s private wealth industry has spent the past two years rebuilding its confidence, and the questions clients…
PPersonal finance
From Fiduciary Foundations to Pan-Asian Growth: Harmen Overdijk on Leo Wealth’s Expansion Strategy
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From Fiduciary Foundations to Pan-Asian Growth: Harmen Overdijk on Leo Wealth’s Expansion Strategy

  • August 3, 2026
Leo Wealth is entering a new phase of Asian expansion, supported by a revised corporate structure, external growth…
PPersonal finance
Beyond Tax and Trusts: Kevin Lee on Private Capital, Cross-Border Complexity and Succession
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Beyond Tax and Trusts: Kevin Lee on Private Capital, Cross-Border Complexity and Succession

  • July 29, 2026
Private client advice in Asia is becoming broader, more international and more difficult to deliver through isolated disciplines.…
PPersonal finance
Rewriting the Playbook: Insights from Calvin Goon
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Rewriting the Playbook: Insights from Calvin Goon

  • July 28, 2026
For domestic banks in Malaysia without the regional footprint of larger competitors, the path to relevance in wealth…
PPersonal finance
From Templates to Technical Structuring: James Russell on Greater China, Succession and Hong Kong’s Family Office Opportunity
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From Templates to Technical Structuring: James Russell on Greater China, Succession and Hong Kong’s Family Office Opportunity

  • July 28, 2026
Greater scrutiny of offshore wealth is changing the way families across Greater China approach trusts, succession and the…
PPersonal finance
Capital, Control and Flexibility: Dean J. De Marco on Gracie Point International’s Premium Finance Proposition
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Capital, Control and Flexibility: Dean J. De Marco on Gracie Point International’s Premium Finance Proposition

  • July 22, 2026
As private wealth becomes increasingly international, large life insurance engagements are creating more complex capital-allocation decisions for families…
PPersonal finance
Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring
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Architects of Legacy: Cone Marshall Group’s Chung Yin O on Legal Precision, Independence, and Global Trust Structuring

  • July 16, 2026
Chung Yin O, Regional Director of Legal and Operations at Cone Marshall Group, took to the stage during…
PPersonal finance
Dr Irina Francken And Derrick Kew: From Personal Ownership To Trust Governance - Using New Zealand Foreign Trusts For Singapore-Resident Beneficiaries
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Dr Irina Francken And Derrick Kew: From Personal Ownership To Trust Governance – Using New Zealand Foreign Trusts For Singapore-Resident Beneficiaries

  • July 16, 2026
At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Dr Irina M. Francken, Director at IN…
PPersonal finance
Knighthead’s Luanna Teo: From Fixed Income To Certainty - Using Annuities To Support Defined Client Outcomes
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Knighthead’s Luanna Teo: From Fixed Income To Certainty – Using Annuities To Support Defined Client Outcomes

  • July 15, 2026
​​​​​​​At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Luanna Teo, Vice President, Brand Development at…
PPersonal finance
Stability, Flexibility And Wider Choice: Ben Quah On Labuan IBFC’s Role In Wealth Structuring
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Stability, Flexibility And Wider Choice: Ben Quah On Labuan IBFC’s Role In Wealth Structuring

  • July 14, 2026
Ben Quah, Chief Executive Officer of Labuan IBFC Incorporated, took to the stage during the “In the Hubbis…
PPersonal finance
Insurance-Based Wealth Structuring: From Protection to Global Family Planning
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Insurance-Based Wealth Structuring: From Protection to Global Family Planning

  • July 14, 2026
Hosted by Kshitij Kulkarni, Partner at 1291 Group, this WealthTHINK India 2026 table examined how international insurance is…
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