Hubbis

🎄 Season's Greetings from Hubbis! 🎄 As 2024 draws to a close, we want to take a moment to reflect on the year and extend our heartfelt thanks to all of you — our valued community, partners, and friends. Your unwavering support, collaboration, and engagement have made this year one to remember. We are infinitely grateful for all those who engaged with our forums, webinars and content this year - your contributions have been instrumental in shaping the wealth management conversations of 2024. We look forward to continuing our journey together in 2025 with even greater purpose and ambition. Wishing you a joyous holiday season and a prosperous New Year! Warm regards, The Hubbis Team

Navigating the Future of Private Wealth Management in Asia: Insights from Arjan de Boer of Indosuez Wealth Management The opening session of the Hubbis Investment Forum in Singapore in early November saw prominent voices in the wealth management industry sharing their views on the future of private wealth in Southeast Asia. Among them, Arjan de Boer, Head of Markets, Investments & Structuring at Indosuez Wealth Management, provided insights rooted in his extensive experience across Asia and Europe. Tasked with overseeing the development of investment strategies and product offerings across the region, de Boer highlighted key trends in wealth transfer, sustainability, and digitalisation, offering a forward-looking perspective on how the wealth management industry must adapt to a new generation of clients. Read on here: https://lnkd.in/gqhvujrX #WealthManagement #PrivateBanking #Investing #Investments #Singapore

Eightstone’s Proactive Approach to Rising Above the Challenges in Today’s Wealth Management Landscape During a recent Hubbis Digital Dialogue featuring wealth management COOs, Chiara Bartoletti, Managing Partner and Chief Operating Officer of Eightstone, shared insights on the firm’s commitment to balancing growth with regulatory compliance. Chiara detailed Eightstone’s strategic focus on operational scalability, compliance readiness, and delivering tailored client experiences amidst growing complexity in wealth management. As regulatory demands increase and clients' needs diversify, Chiara explained how Eightstone continuously adapts its processes, leveraging both technology and efficient practices to ensure seamless client servicing without compromising on quality. She described how this approach has positioned Eightstone as a resilient and responsive player in a highly competitive industry, meeting the dual challenge of operational efficiency and regulatory adherence. Read on here: https://lnkd.in/gzJ44NNN #WealthManagement #IndependentWealth #WealthSolutions #Technology #Singapore

WATCH my recent interview with Michael Stanhope discussing the key trends and opportunities in the #InvestmentMigration industry at the recent Henley & Partners - The Firm of Global Citizens® Global #Citizenship Conference in #Singapore last month https://lnkd.in/ddD7VTHr

Shaping the Future of Wealth Management in Saudi Arabia: Opportunities, Challenges, and Vision 2030 Saudi Arabia’s wealth management landscape is undergoing an unprecedented transformation, shaped by the ambitious Vision 2030 initiative. This program, spearheaded by the Saudi government, aims to diversify the economy away from its heavy dependence on oil, promote financial literacy, and foster a culture of investment among its citizens. For wealth managers, these changes bring both new opportunities and complex challenges, from adopting technology in a traditionally analog environment to navigating the nuances of cultural trust and engagement. To explore these developments, Hubbis hosted a thought-leadership luncheon in Riyadh, exclusively supported by Avaloq, a leading provider of front-to-back software and services for financial institutions. The discussion, led by Akash Anand, Regional Director and Head of the Middle East and Africa at Avaloq, shed light on the strategies needed to thrive in Saudi Arabia’s evolving wealth management industry. Read on here: https://lnkd.in/g6XTVtWR #WealthManagement #WealthSolutions #Digital #Technology #SaudiArabia

CEO Ambre Soubiran on Kaiko’s Vision to Redefine Financial Data for a Blockchain-Powered World Kaiko, founded in 2014, is a leading provider of cryptocurrency market data, analytics, and indices, offering pioneering digital assets customers and the rising numbers of mainstream investors and asset managers institutional-grade, compliant information and data solutions. With a team of over 100 spanning offices in Paris, London, New York, and Singapore, Kaiko is now empowering all types of market participants to participate in the expanding universe of cryptocurrencies with global connectivity to real-time and historical data feeds derived from the world’s leading exchanges and other public sources. Kaiko is intent on bringing digital assets data to the levels of information available in the traditional financial markets. At the helm is CEO Ambre Soubiran, who in 2016 jumped from a lucrative financial markets role with HSBC to buy control of Kaiko, which was then little other than a bright idea but without any revenues or even staff. Ambre took the leap of faith armed with her vision of an exciting future for the global digital assets markets, the belief that data is the vital oil for any viable financial markets, and her financial sector savvy, robust intellect, and abundant drive. In this latest interview with Hubbis, she discusses Kaiko’s mission to bridge the mature world of mainstream financial market data and the nascent blockchain ecosystem, she highlights the importance of their recent acquisition of European crypto indices pioneer Vinter and articulates how the company is helping to accelerate the participation of highly regulated, institutions as crypto investors, supported by Kaiko’s highly sophisticated data solutions. Read the full interview here: https://lnkd.in/g2KaZE-5 #WealthManagement #DigitalAssets #Crypto #Blockchain #Data

🚀 Shaping the Future of Wealth Management: moiq capital ’s Vision for 2025. We were featured at Hubbis "End of the Year Insights - 2024" You can read the full article here: https://lnkd.in/g_SP2mkn Here are some key highlights shaping our perspective on the #WealthManagement industry: 🌟 2024 Highlight: The rise and consolidation of #crypto as a mainstream #assetclass. ⚠️ 2024 Challenge: Systemic misalignments that hinder true #independence. One major hurdle? The persistence of retrocession-based business models 🤮, which we see as fundamentally misaligned with the ethos of independence. 💻 Digital Tools: The industry's #digitalization efforts have primarily focused on internal processes—CRMs, KYC systems, portfolio management, and statement consolation. While operationally vital, these tools often lack client-centric design. At Moiq Capital, we flipped the script—our platform was designed through the eyes of our #clients, creating a truly engaging #experience. 🤖 #AI for Scalability: The future lies in combining human expertise with #artificialintelligence-driven insights. At Moiq Capital, we’re harnessing AI to automate routine tasks, enabling us to scale while maintaining the personalized service that #UHNWI and #HNWI demand. 📈 Biggest Opportunity: #NextGen, NextGen, and NextGen or if you prefer #nextgeneration (and the ones who can't pursue these trends will end like the missing dinosaur meme 🦖). Again, thank you so much Michael Stanhope and Hubbis Team for the space for us to share ideas & views (including the meme mention 😉)

New Co-CEO Valérie d'Argembeau on Developing Bordier & Cie Singapore’s Proposition and Presence in Asia Valerie d'Argembeau, a seasoned private banking executive with over two decades of experience, has very recently assumed the role of Co-Chief Executive Officer at Bordier & Cie (Singapore). She joined in September after a distinguished career that included leadership roles at Lombard Odier, Société Générale, and Barclays Wealth, bringing both additional drive and a unique combination of strategic expertise and client-focused experience to the long-established, family-owned private bank. In a recent conversation with Hubbis, Valérie shared her perspectives on Bordier & Cie’s distinct positioning, the challenges and opportunities in Singapore’s private wealth market, and her own vision for the bank’s future in Asia. Read on here: https://lnkd.in/gusiifw5 #WealthManagement #Independent #IndependentWealth #WealthSolutions #Singapore #Asia

Nomura’s Strategy for Scalable Growth and Operational Excellence in Wealth Management In a recent Hubbis Digital Dialogue featuring COO Leaders articulating their views on futureproofing their business models, Ajit Vaidya, Head of Operations, International Wealth Management, Nomura, based in Singapore, shared his perspectives on Nomura’s efforts to enhance scalability, streamline operations, and integrate innovative technology to support growth across key markets. As Nomura scales its wealth management services in Asia and the Middle East, Ajit highlighted the operational initiatives that have allowed the firm to adapt quickly to rising volumes, regulatory complexity, cross-border challenges, and evolving client demands amongst their typical upper-tier clients, many of them high-value, multi-faceted, business owner UHNW and family office clients across their regions. Ajit discussed Nomura’s approach to building an efficient operational framework, tackling challenges associated with regulatory compliance, and implementing technologies like artificial intelligence to increase productivity while retaining the firm’s client-centric ethos. Read on here: https://lnkd.in/gT4EuM52 #WealthManagement #PrivateBanking #COO #UHNW #WealthSolutions #WealthPlanning

Independent Wealth Specialist Michel Della Libera on the True Meaning of Independence and Value in Private Wealth At the Hubbis Investment Forum in Singapore on November 6, 2024, during a pivotal panel titled "Are MFOs and EAMs Truly Delivering Independent Advice and Adding Value?", Michel Della Libera, Founder and CEO of OneRock Investments Pte Ltd, provided an in-depth view of his philosophy on maintaining independence and transparency in private wealth management. Della Libera outlined how OneRock’s client-centric advisory model, free from external influence, upholds the core principles of trust and integrity, both critical for attracting discerning private clients in Asia’s competitive wealth landscape. Read on here: https://lnkd.in/gsXqMPbS #WealthManagement #IndepednentWealth #Investing #Investments #Singapore