Objectives First, Structures Second: Insights from Kshitij Kulkarni
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…
Henley & Partners’ Dominic Volek: Residence, Citizenship And Education Planning For India’s Global Families
At the Hubbis India Wealth Management Forum 2026, Dominic Volek, Group Head of Private Clients and Member of…
Trust Has to Be Structured: Munish Randev on Building for the Next Generation
Every wealth manager in India will say that trust sits at the centre of the proposition. Rather fewer…
Governance Before Structures: Sovereign Group’s Andrew Galway on Why Succession Plans Stall
Andrew Galway, a Managing Director at Sovereign Group based in Singapore, was the third fiduciary provider to take…
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
Institutional Advice and a Broader Wealth Market: Ashwin Patni on Julius Baer India
India’s private wealth market is growing and becoming more widely distributed. Initial public offerings and private equity transactions…
Structuring, Succession and the Evolving Role of Cross-Border Wealth Advice: Insights from Varun Kalsi
India’s wealth management landscape is undergoing a profound transformation, shaped by geopolitical shifts, regulatory evolution and an increasingly…
Structural, Not Cyclical: Anuj Kapoor on India’s Global Turn
For the best part of a decade, Indian investors had little reason to look abroad. Domestic returns were…
Courage, Frameworks and the Art of Saying No: Insights from Zeherra Mecklai
In an industry that increasingly measures itself by the sophistication of its products, the breadth of its platform…
Options, Not Constraints: Insights from Nirav Dinesh Kumar Shah
Much of the discussion around Indian outbound wealth is framed by market conditions, a weaker rupee, softer domestic…
No Relationship Is Inherited: Thomas Stephen on Hiring for the Client of the Next Decade
One sentence cut through an hour of discussion at the Hubbis India Wealth Management Forum 2026 in Mumbai,…
Nordic Expertise, Asian Ambition: Marcus Lindholm on SEB’s Specialist Growth Strategy
SEB is bringing a distinctly Nordic proposition to Asia. Part of a banking group whose origins stretch back…