Indian WM19 - Post Event Supplement

PRESENTATIONS &WORKSHOPS

Managing Partner, Head Southeast Asia at investment migration consultancy

along with

Henley Director, presented a detailed and

thought-provoking Workshop to delegates at the Hubbis India Wealth Management Forum in

Mumbai. Their talk highlighted just how many viable alternatives there are for Indian HNWIs

seeking alternative citizenship or residence options around the globe.

Swiss platform/custody provider

serves its entire global client base of more than

300,000 customers entirely through a digital interface.

CEO for Asia based

out of the firm’s new Singapore office and armed with the new CMS licence there, presented a

fascinating Workshop to delegates at the Hubbis India Wealth Management Forum, explaining in

considerable detail about the arrival of the digital banks in Asia and how the digital revolution is

picking up steam. He warned that those in the wealth management industry who do not embrace

change face possible extinction as smarter, bigger and more resourceful entrants pile in.

Chief Executive Officer of Mumbai-based Union Asset Management (UAMC)

told delegates at the Hubbis India Wealth Management Forum how India’s wealth clients are

becoming more influential in the mutual fund industry, how their appetite for equity has been

evolving and why the country’s capital gains tax on debt investments seems to be having an

impact on the holding pattern.

The wealth management industry must, many believe, play catch up. If players in the industry

are to both survive and thrive, they require front-to-back digitisation to meet customer

expectations, regulatory demands, enhance staff efficiency and satisfaction, and to improve

cost efficiencies and boost revenues. Importantly, they need to prepare for competition from

new entrants, from smaller FinTechs to Big Techs entering some of their market niches.

Principal Consultant of Finacle Wealth Management Solution for

gave his

insights to the front-end world of empowered digital financial advisory and how Finacle can also

provide the robust digital core wealth management engine for mid and back-office operations.

10 Hubbis

INDIAN WEALTH MANAGEMENT FORUM 2019 POST EVENT SUPPLEMENT