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Event Date Tue Nov 16 HKT (19 days ago)
In your timezone (EST): Tue Nov 16 2:00am - Tue Nov 16 3:00am
Location Virtual
Region APAC

Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, and perhaps especially sensitive in regions such as the Middle East. The November 16 Hubbis Digital Dialogue event will see a panel of experts review the state of the wealth management industry in the GCC and in particular the evolution of carefully planned and well-executed wealth, estate and succession planning and structuring, all from the perspective of the engagement with the client base and the nurturing of the right types of discussions around these important subjects. The mission is to help unravel the nuances of the right approaches, and how the wealth industry and associated advisors can encourage private clients in the region to adopt the best products, solutions and structures to safeguard and build their investible wealth in their lifetimes, as well as to help facilitate the transition of their estate to their loved ones later on.

Estate and succession planning solutions are certainly key areas for rising emphasis in the GCC, as the founder generations age and as the younger generations return from overseas armed with their Western education. For wealth management to thrive in the Middle East, there is accordingly no doubt that the quality of advice on investments, wealth structuring, and estate planning must improve; hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the industry can offer in order to keep their private clients engaged.

There are some fascinating developments that will facilitate a more active wealth structuring and estate planning market in the region. For example, there is ongoing liberalisation of the financial markets and the availability of Common Law structures through the Dubai International Financial Centre.

Our panel of experts will analyse how wealth management and other professionals can turn these developments to the advantage of their clients and help devise the right solutions for their Middle East clients. They will debate what talent, experience and expertise are required, and how the client-facing advisors and professionals should most effectively approach and communicate with these clients. Only if the correct approaches and the right communication are taken will clients in the region take up more advice and more solutions in the region, rather than quickly heading off to overseas jurisdiction for their wealth structuring and estate planning and solutions.


2021 Speakers

Nirav Dinesh Kumar Shah
Founder and Managing Director, FAME Advisory

Sunita Singh Dalal
Of Counsel, Stephenson Harwood

Laurence Black
Regional Director, Client Solutions, EMEA, Asiaciti Trust

David Varley
Chief High Net Worth Officer, Hong Kong, Sun Life Financial

Tim Searle
Chairman, Globaleye

Sponsors & Partners

2021 Partners

• Sun Life Financial