Wealth Management Forum 2024 - India | Hubbis | 27 August 2024 | Four Seasons Hotel Mumbai, 1/136, Dr Elijah Moses Rd, Gandhi Nagar, Upper Worli, Worli, Mumbai, Maharashtra 400018, India

Given the rapid growth of private wealth in India and the continued globalization of UHNW Indian families, we believe this forum provides a unique opportunity to address the most pressing topics and trends in our industry.

Very simply, the event will focus on the evolution of wealth management in India’s dynamic market. This forum provides a unique platform for senior management, product gatekeepers, business heads, and other wealth management professionals to engage in meaningful discussions, share knowledge, and collaborate on strategies for the future of this compelling industry.

These are some of the key topics that will be covered in the Summit:
• Crafting enduring value for clients contemplating their legacy in a modern world.
• A 2024 perspective on the Opportunities and Challenges to be found in India's Wealth Management Industry.
• Tracking the trajectory and role of insurance solutions for India’s HNWIs.
• How Indian wealth management professionals can effectively collaborate with insurers, brokers, and private client experts to curate more holistic client solutions.
• What is the role of innovative digital tools in a modern wealth manager's arsenal.
• What are the key strategies to consider for successfully pursuing intergenerational wealth transfer and legacy planning?
• How are wealth management firms in India tailoring their strategies to meet the needs of multi-generational clientele and their families?

Key elements of the event:
• 8 specialist presentations
• 6 panel discussions
• A unique get-together by senior management, product gatekeepers and business heads from local and universal Private Banks and Retail Banks, along with other blends of Indian Wealth Managers – including Independent Wealth Managers, Multi-Family Offices (MFOs) and Single Family Offices (SFOs). Also in attendance are lawyers and tax advisers who are licensed to offer advice to UHNW families.
• An unprecedented opportunity to hear from more than 25 local and international speakers who are well-known experts in the Indian wealth management and wealth advisory & solutions community
• Lunch, networking, coffee and refreshment breaks
• And…the event will qualify for 5 hours of Continuing Professional Development (CPD / CPT)

These are the main topics we will cover at the event:
• Strategies for finding and developing talent.
• The impact of global economic trends on Indian UHNW families and their wealth management strategies.
• Challenges and opportunities in the intergenerational transfer of wealth within Indian families.
• The role of technology and digital innovation in transforming wealth management practices.
• Regulatory developments and their implications for wealth management in India.
• Investment strategies and asset allocation trends among Indian UHNW clients.
• Dealing with the rapid growth and scaling your proposition.
• Maximizing opportunities external to India – embracing and exploiting the growing impact of GIFT City, the UAE and Singapore.

2024 Speakers

Michael Stanhope
Founder & Chief Executive Officer, Hubbis

Shiv Gupta
Founder & Chief Executive Officer, Sanctum Wealth

Feroze Azeez
Deputy CEO, Anand Rathi Wealth

Virendra Somwanshi
Head - Wealth Management, Capital Markets and NRI, Bank of Baroda

Saurabh Jain
Managing Director & Head of Wealth Management, Standard Chartered Bank

Senthil Gunasekaran
Chief Business Development Officer, India & Global Business, KFin Technologies

David Varley
Chief Partnership Officer - Brokerage, International HuBS, Sun Life

Caroline Kulkarni
Co-Founder, Head of Human Resources, Sanctum Wealth

Anuj Kapoor
MD & CEO – Private Wealth and Alternatives, JM Financial

Anuragg Jhanwar
Co-Founder & Partner, Upwisery

Suvashree Dutta Rebello
Head of Human Resources, Nuvama Private

Donald Young
Head of New Market Development, Dominion Capital Strategies

Bryan Henning
SVP, Head of International, Eton Solutions

Philip Story
Senior Executive Officer and Head of Distribution EMEA, Investors Trust

John Reade
Market Strategist, Europe and Asia, World Gold Council

Anshu Kapoor
President & Head, Nuvama Asset Management

Anil Gudibande
Co-Founder, 1Crowd

Bijon Pani, Ph.D.
Senior Vice President, Quantitative Investments, Motilal Oswal Asset Management

Ashish Khandelia
Founder, Certus Capital I Earnnest.me

Kaustubh Belapurkar
Director of Manager Research, Morningstar

Bijal Ajinkya
Partner, Khaitan & Co

Shweta Shah
Head - Wealth Structuring & Estate Planning, Nuvama Private

Gautami Gavankar
President, Kotak Mahindra Bank

Pranav Khanna
Consultant, Trident Trust

Rohit Bhardwaj
Country Head - India, Director Private Clients, Henley & Partners

Tess Wilkinson
Director of Education Services, Henley & Partners

CHAIRS:

Sean Coughlan
Managing Director, Trident Trust

Kees Stoute
Managing Director, Hubbis

Andrew Hendry
CEO Asia, Janus Henderson Investors

Dominic Volek
Group Head of Private Clients and Member of the Executive Committee, Henley & Partners

2024 Partners

PLATINUM:
• Henley & Partners
• Trident Trust

GOLD:
• ETON Solutions
• Investors Trust
• 1291 Group
• Nuvaman Private
• Sunlife
• Dominion
• World Gold Council
• Kfintect Experience Transformation

SILVER:
• Wealtra
• Morningstar

BRONZE:
• Janus Henderson Investors
• 1Crowd
• Motilal Oswal Asset Management
• Earnest.me