Not One Solution, but Several: Christopher Tanchou on Matching PPLI and VUL to the Client’s Actual Position
Product comparisons in high-net-worth insurance tend to be framed as contests. On a panel in Singapore last month,…
Concentrated, Illiquid and Sometimes Unwanted: Jeffrey Yap on the Three Gaps in Asian Succession Planning
Asked how well-prepared Asia’s wealthy families are to move from transactional wealth management to genuine succession planning, most…
From Accumulation to Preservation: Terry Koon on Finexis Hong Kong’s Next Phase
Finexis Advisory (HK) Limited is reshaping a business historically built around insurance brokerage and institutional referrals. Following its…
Growth, Efficiency and Speed: Insights from Akash Anand
India’s wealth management industry is expanding rapidly, but firms face a growing shortage of experienced relationship managers. Against…
Growth, Efficiency and Speed: Insights from Akash Anand
India’s wealth management industry is expanding rapidly, but firms face a growing shortage of experienced relationship managers. Against…
MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance
At the Hubbis India Wealth Management Forum 2026, Anant Agarwal, Head of Growth & Partnerships at MProfit, examined…
MProfit’s Anant Agarwal: From Fragmented Reporting To Intelligent Family Office Governance
At the Hubbis India Wealth Management Forum 2026, Anant Agarwal, Head of Growth & Partnerships at MProfit, examined…
Structuring Beyond Borders: Ocorian’s Nina Auchoybur on Jurisdictional Diversification and the Indian Family Balance Sheet
Nina Auchoybur, Head of Private Client, Middle East, and Country Head for the UAE at Ocorian, took the…
From Illustration to Outcome: Structuring Effective HNW Insurance Solutions
At the Hubbis HNW Insurance Summit – Singapore 2026, the second panel examined how advisers and insurers can…
Objectives First, Structures Second: Insights from Kshitij Kulkarni
The wealth structuring industry is not short of tools. Trusts, foundations, holding companies, variable capital companies, insurance structures…
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
From Direct Equity to Holistic Wealth: Manish Kathuria on Kotak Neo’s Next Phase
India’s wealth management industry is being reshaped by several forces at once. Household savings are moving further into…