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Browsing Tag

E Learning

122 posts
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
The Sovereign Group’s Andrew Galway: From Succession Talk To Governance - Closing The Readiness Gap In Family Wealth Transfer
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The Sovereign Group’s Andrew Galway: From Succession Talk To Governance – Closing The Readiness Gap In Family Wealth Transfer

  • July 7, 2026
At the Hubbis Wealth Planning & Structuring Forum – Singapore 2026, Andrew Galway, Managing Director at The Sovereign…
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
Global Diversification Comes of Age: Building Cross-Border Investment Capability for Indian Wealth
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Global Diversification Comes of Age: Building Cross-Border Investment Capability for Indian Wealth

  • July 2, 2026
Hosted by Andrew Hendry of Janus Henderson, this WealthTHINK India 2026 table examined how Indian private wealth firms…
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
Beyond the Pitch Book: What Private Credit Data Shows and What Allocators Should Ask
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Beyond the Pitch Book: What Private Credit Data Shows and What Allocators Should Ask

  • July 2, 2026
Private credit deserves scrutiny, but the scrutiny has to be precise. Much of the current debate is driven…
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 2, 2026
Hosted by Rohit Bhardwaj, Country Head – India, Director Private Clients at Henley & Partners, and Abhijit Bhave,…
PPersonal finance
Neo Trusteeship Services: Structuring Wealth Preservation in a Rapidly Globalising India
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Neo Trusteeship Services: Structuring Wealth Preservation in a Rapidly Globalising India

  • July 1, 2026
As India’s wealth landscape expands and cross-border capital mobility increases, affluent families are confronting new structural challenges around…
PPersonal finance
WealthTHINK India 2026: Trust, Family Values, and the Evolution of Wealth Advisory in India
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WealthTHINK India 2026: Trust, Family Values, and the Evolution of Wealth Advisory in India

  • July 1, 2026
India’s private wealth market is maturing rapidly, but the conversation around advice, family offices and succession remains deeply…
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