Harsha Vardhana

Jan 8, 2025 | hubbis.com | Michele Ferrario |Alice Tan |Nancy Chien |Harsha Vardhana

As part of the Asian Private Wealth Management Year-End Review 2024, Michele Ferrario, Co-founder and CEO of StashAway, reflects on the trends shaping the industry and shares the strategies propelling his firm forward. In 2024, clients prioritized cash and yield, spurring demand for secure, low-risk products and innovative offerings like StashAway’s Income Portfolio and semi-liquid private credit solutions.

Jan 8, 2025 | hubbis.com | Alice Tan |Nancy Chien |Anmol Budhraja |Harsha Vardhana

As 2024 draws to a close, the Asian private wealth management industry reflects on a year marked by rapid digital transformation, shifting client expectations, and a volatile global economic landscape. As part of the Hubbis Asian Private Wealth Management Year-End Review 2024, Alice Tan, Head of Group Wealth Management at Maybank, shares her insights on the most significant trends and challenges of 2024, how they shaped Maybank’s strategy for 2025, and the opportunities that lie ahead.

Jan 8, 2025 | hubbis.com | Alice Tan |Nancy Chien |Harsha Vardhana |Debra Tran

As part of the Asian Private Wealth Management Year-End Review 2024, Debra Tran, Managing Director & Head of Private Banking Singapore at CIMB Bank, reflects on key trends shaping the industry, including the "Great Wealth Transfer," shifts in portfolio strategies amid high interest rates, and heightened AML/CFT compliance demands.

Jan 8, 2025 | hubbis.com | Harsha Vardhana |Nancy Chien |Anmol Budhraja |Yann Mrazek

As part of the Hubbis UAE Private Wealth Management Year-End Review 2024, Harsha Vardhana V.M., Founder & Managing Director of Atom Privé Financial Services, reflects on the trends and challenges that have shaped the industry this year and shares his firm’s strategy for 2025. Reflecting on 2024, what were the most significant trends or challenges that impacted your firm and the private wealth management industry in the UAE? How have these influenced your strategy for 2025?

Jan 8, 2025 | hubbis.com | Arpita Vinay |Nancy Chien |Harsha Vardhana |Anmol Budhraja

In the Hubbis India Private Wealth Management Year-End Review 2024, Arpita Vinay, MD & Co-CEO at Spark PWM Private, reflects on a year marked by global macroeconomic and geopolitical complexities, rising competitive intensity, and India’s accelerated wealth creation. Spark PWM Private responded with agility, expanding their reach, enhancing client-centric solutions, and doubling down on digital innovation.