Hubbis Wealth Solutions Forum 2024 - Dubai | Hubbis (HK) Limited | 10 September 2024 | TBA, UAE

These are some of the key topics that will be covered in the Summit:

• What strategies are needed to adapt to clients' evolving demands? How are client expectations changing, and how can practitioners meet these requests?
• What does effective estate and succession planning for aging founder generations look like?
• What steps are necessary to enhance the quality of wealth structuring, and estate planning advice? What are the questions that should be asked?
• How can private wealth management firms provide valuable next-generation advisory services?
• In what ways can advisory propositions be recalibrated and internal capabilities enhanced to suit each generation? How can this be determined before the wealth transfer occurs to keep AuM with the same firm?
• What is required to shift from a sales-based to an advisory-based approach in wealth management, and how does this promote client longevity with the same firm?
• Are wealthy clients more comfortable with paying for advice?
• How can challenges in talent recruitment, management, and resistance to change, be effectively addressed to ensure better client servicing?