Mark I. Wightman

Jan 23, 2024 | ey.com | Gurdeep Singh Batra |Hermin Hologan |Mike Lee |Elliott Shadforth |Mark I. Wightman

Firms should aim to be “the best versions of themselves” in what promises to be another challenging year. In brief The start of the year is often a time for economic, market or technology forecasts — and for personal resolutions. We combined both elements in this countdown of the top 10 resolutions for WAM leaders to make in 2024. Faced with continuing market uncertainty and growing earnings pressure, resolving to "get in shape" has never been more important.

Jun 15, 2023 | hubbis.com | Julien Le Noble |David Wang |Mark I. Wightman

Julien Le Noble, CEO of GTN Asia Financial Services, offered delegates at the Hubbis Independent Wealth Forum in Singapore on May 10 some valuable insights into the evolution of digital execution and investment platforms, as well as discussed the merits for the independent wealth community to work with external partners and FinTechs. This is a brief snapshot of his talk for readers to digest alongside a detailed yet concise slide.

Jun 12, 2023 | hubbis.com | Mark I. Wightman |Adam Reynolds

Independent wealth management firms in Asia are finding that talent across all key areas of their businesses is in short supply, and costs are rising inexorably. Luckily, the growth of the local private wealth market and the influx of more global HNW and UHNW wealth to the region are combining to make the revenue potential plenty worthwhile to sustain these types of investments and commitments.

May 11, 2023 | ey.com | Mike Lee |Jan Bellens |Mark I. Wightman |Valerie Nott

In our view, the best way for wealth managers to meet clients’ fast-changing engagement preferences is to offer a frequent, seamless, omni-channel combination of virtual engagement and traditional in-person advice — in effect, a next generation hybrid model. But how can firms achieve this in practice? One key element is placing advisors at the heart of digital transformation.

May 10, 2023 | hubbis.com | David Wang |Mark I. Wightman

David Z Wang, Co-Founder and Group CEO of Helicap offered delegates an interesting talk at the Hubbis Independent Wealth Management Forum in Singapore on May 10, focusing their attention on private credit strategies for uncertain market conditions, and outlining some key trends he is witnessing in the market and that the firm anticipates in the foreseeable future. Helicap is a five-year-old Singapore-based firm that promotes itself as one of Asia’s fastest-growing FinTech platforms.