Institutional Advice and a Broader Wealth Market: Ashwin Patni on Julius Baer India
India’s private wealth market is growing and becoming more widely distributed. Initial public offerings and private equity transactions…
Talent, Not Tools: Himanshu Kohli on Where Advisers Stay Relevant
When a client arrives having already run the analysis, the adviser’s traditional advantage of superior access to information…
Structural, Not Cyclical: Anuj Kapoor on India’s Global Turn
For the best part of a decade, Indian investors had little reason to look abroad. Domestic returns were…
Courage, Frameworks and the Art of Saying No: Insights from Zeherra Mecklai
In an industry that increasingly measures itself by the sophistication of its products, the breadth of its platform…
Structuring, Succession and the Evolving Role of Cross-Border Wealth Advice: Insights from Varun Kalsi
India’s wealth management landscape is undergoing a profound transformation, shaped by geopolitical shifts, regulatory evolution and an increasingly…
Nordic Expertise, Asian Ambition: Marcus Lindholm on SEB’s Specialist Growth Strategy
SEB is bringing a distinctly Nordic proposition to Asia. Part of a banking group whose origins stretch back…
Beyond the Balance Sheet: The Maturing of India’s Family Office Market
As family offices multiply across India and the wider region, the profile of who is setting them up,…
A Wider Investment Reach: Robert Ramos on RCBC Trust Corporation’s Next Phase
RCBC Trust Corporation has changed considerably since its days as the Trust and Investments Group within Rizal Commercial…
Independence, Capability and the Human Adviser: Alfred Chia on SingCapital’s Expanding Proposition
Singapore’s financial advisory sector is moving into a broader and more sophisticated phase. Retirement adequacy remains an urgent…
Taking Wealth Global: Diversification, Routes and the New Offshore Playbook for Indian Investors
At the Hubbis India Wealth Management Forum 2026, the panel examined the accelerating interest among Indian investors in…