Hubbis Wealth Solutions Forum 2023 - Hong Kong | Hubbis | 17 October 2023 | Island Shangri-La, Hong Kong, Supreme Ct Rd, Admiralty, HongKong

The event will feature our half-day format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking.

Key elements of the event:

• 4 specialist presentations
• 4 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Independent Wealth Management Firms, • Family Offices, IFAs, Securities Firms and digital wealth managers.
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Asian and indeed international wealth management, investment and • wealth advisory & solutions community
• Networking coffee and refreshment breaks

The event will cover the following topics –

• What does Hong Kong need to get right to appeal to Family Offices?
• What are the HNW Life Insurance Options?
• Millionaire Migration – Release of the Henley Wealth Migration Index 2023
• Wealth & Succession Planning in an Increasingly Uncertain World
• HNW Life Insurance and its use in the legacy and wealth structuring toolkit
• Transforming a Family Office to Reimagine the Value it Delivers
• Trends and developments - wealth structuring and planning
• The Science and Art of Helping UHNW Families Transfer Businesses, Estates and Wealth to the Next and Younger Generations

2023 Speakers

Yannick Haeni
Chief Executive Officer, 1291 Group

Kshitij Kulkarni
Partner, 1291 Group

Vincent Au
Managing Director, ALPS Advisory

Richard Grasby
Partner, Private Client & Trusts, Appleby

Mary Chiu
Co-Founder, Blackhorn Wealth Management

Luciano Tattoni
Managing Partner, CIGP

Kenny Ho
SVP, Head of International, Carret Private Capital

Bryan Henning
SVP, Head of International, Eton Solutions

Denise Ng
Director, Head of North Asia, Henley & Partners

Yanyi Choy
Director Wealth Management, Hywin International

Paul Knox
Managing Director, J.P. Morgan Private Bank

Jessica Cutrera
President, Leo Wealth

Lee Sleight
Head of Business Development, Asia, Lombard International Assurance

On Wai Lau
Head of Wealth Planning North Asia, Pictet

Chi Man Kwan
Group Chief Executive Officer and Co-founder, Raffles Family Office

Tan Woon Hum
Partner, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok

Patricia Woo
Partner, Squire Patton Boggs

Kevin Lee
Partner, Stephenson Harwood

Jeremy Young
Chief Commercial Officer, Transamerica Life (Bermuda)

2023 Sponsors

PLATINUM:
• Henley and Partners
• 1291 Group
• LIA

GOLD:
• ETON

SILVER:
• Welta
• J.Rotbart&Co.
• Transamerica

BRONZE:
• Sovereign