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training

181 posts
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…
PPersonal finance
Merrill’s Novice Advisors Now Allowed to Charge Top Rates
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Merrill’s Novice Advisors Now Allowed to Charge Top Rates

  • July 7, 2026
Merrill Lynch has reclassified a group of novice advisors to resemble their more veteran counterparts by permitting them…
PPersonal finance
Autark Advisory’s Steffen Feike: From Ownership To Control - Building Wealth That Can Move Under Stress
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Autark Advisory’s Steffen Feike: From Ownership To Control – Building Wealth That Can Move Under Stress

  • July 6, 2026
​​​​​​​At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Steffen Feike, Co-Founder and Managing Partner, Autark…
PPersonal finance
Underwriting From The Inside: What Kilde's Private Credit Experience Reveals About Due Diligence
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Underwriting From The Inside: What Kilde’s Private Credit Experience Reveals About Due Diligence

  • July 6, 2026
Private credit has grown quickly, but the language used to market it has become too generic. Words such…
PPersonal finance
From Product to Planning: Mark Christal on the Strategic Role of HNW Insurance in Asia’s Wealth Transfer
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From Product to Planning: Mark Christal on the Strategic Role of HNW Insurance in Asia’s Wealth Transfer

  • July 6, 2026
For high net worth (HNW) families in Asia, insurance-based wealth solutions are increasingly being discussed less as standalone…
PPersonal finance
WealthTHINK India 2026: Private Wealth Moves From Growth To Institutional Discipline
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WealthTHINK India 2026: Private Wealth Moves From Growth To Institutional Discipline

  • July 2, 2026
India’s private wealth industry is entering a more demanding phase. The growth story remains powerful, driven by entrepreneurial…
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
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 1, 2026
Hosted by Rohit Bhardwaj, Country Head – India, Director Private Clients at Henley & Partners, and Abhijit Bhave,…
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