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Browsing Tag

training

181 posts
PPersonal finance
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
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From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase

  • September 9, 2026
Finexis Advisory (HK) Limited is reshaping a business historically built around insurance brokerage and institutional referrals. Following its…
PPersonal finance
MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance
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MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance

  • September 8, 2026
​​​​​​​At the Hubbis India Wealth Management Forum 2026, Anant Agarwal, Head of Growth & Partnerships at MProfit, examined…
PPersonal finance
MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance
Read More

MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance

  • September 8, 2026
​​​​​​​At the Hubbis India Wealth Management Forum 2026, Anant Agarwal, Head of Growth & Partnerships at MProfit, examined…
GGadgets
Samsung and Garmin smartwatches prove unreliable for measuring calorie burn
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Samsung and Garmin smartwatches prove unreliable for measuring calorie burn

  • September 4, 2026
New research suggests that the calorie-burn estimates of smartwatches should not be treated as precise measurements. A Florida…
PPersonal finance
Objectives First, Structures Second: Insights from Kshitij Kulkarni
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Objectives First, Structures Second: Insights from Kshitij Kulkarni

  • September 3, 2026
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…
PPersonal finance
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
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Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See

  • September 3, 2026
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
NNutrition
NutraIngredients-Asia Awards 2026: Winners announced
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NutraIngredients-Asia Awards 2026: Winners announced

  • September 2, 2026
This year’s awards saw a total of 256 entries – over 30% higher than last year – and…
PPersonal finance
Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families
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Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families

  • September 2, 2026
​​​​​​​At the Hubbis India Wealth Management Forum 2026, Dominic Volek, Group Head of Private Clients and Member of…
PPersonal finance
Trust Has to Be Structured: Munish Randev on Building for the Next Generation
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Trust Has to Be Structured: Munish Randev on Building for the Next Generation

  • September 1, 2026
Every wealth manager in India will say that trust sits at the centre of the proposition. Rather fewer…
PPersonal finance
Governance Before Structures: Sovereign Group's Andrew Galway on Why Succession Plans Stall
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Governance Before Structures: Sovereign Group’s Andrew Galway on Why Succession Plans Stall

  • September 1, 2026
Andrew Galway, a Managing Director at Sovereign Group based in Singapore, was the third fiduciary provider to take…
PPersonal finance
Institutional Advice and a Broader Wealth Market: Ashwin Patni on Julius Baer India
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Institutional Advice and a Broader Wealth Market: Ashwin Patni on Julius Baer India

  • August 31, 2026
​​​​​​​India’s private wealth market is growing and becoming more widely distributed. Initial public offerings and private equity transactions…
PPersonal finance
Courage, Frameworks and the Art of Saying No: Insights from Zeherra Mecklai
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Courage, Frameworks and the Art of Saying No: Insights from Zeherra Mecklai

  • August 26, 2026
In an industry that increasingly measures itself by the sophistication of its products, the breadth of its platform…
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