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Browsing Tag

e-learning

105 posts
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…
PPersonal finance
Beyond the Structure: Wealth Planning's New Imperatives in Asia's Evolving Landscape: Insights from Kendrick Lee
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Beyond the Structure: Wealth Planning’s New Imperatives in Asia’s Evolving Landscape: Insights from Kendrick Lee

  • July 13, 2026
The family office has become one of the defining institutions of modern Asian wealth management. Yet as the…
PPersonal finance
Making Structures Come Alive: Insights from Dato' Nor Fazlina Binti Mohd Ghouse
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Making Structures Come Alive: Insights from Dato’ Nor Fazlina Binti Mohd Ghouse

  • July 10, 2026
In Malaysia’s wealth structuring landscape, the gap between having a structure in place and having one that actually…
PPersonal finance
Henley & Partners’ Rory McDaid: From Relocation To Optionality - Building Residence And Citizenship Planning Into Wealth Strategy
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Henley & Partners’ Rory McDaid: From Relocation To Optionality – Building Residence And Citizenship Planning Into Wealth Strategy

  • July 8, 2026
At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Rory McDaid, Managing Director Private Clients at…
PPersonal finance
Product Innovation in a Shifting Market: Insights from Edwin Leong
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Product Innovation in a Shifting Market: Insights from Edwin Leong

  • July 8, 2026
​​​​​​​In a market where client demand is evolving faster than many product shelves can keep pace, the role…
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