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Jan 27, 2025 | 
hongkonger.world | Sharon Yam
I often felt trapped growing up in Hong Kong: trapped in an apartment where my parents quarrelled and sulked; trapped in my extra lessons at Kumon, surrounded by middle-class kids like me and piles of maths workbooks; trapped in a lecture hall where we watched video recordings of famous private tutors who promised to get us good grades in the all-important final exams, the HKCEE.
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Oct 21, 2024 | 
hubbis.com | Sharon Yam |Joshua Rotbart
The private banking and wealth management sectors in the Philippines are entering a crucial phase of development. With rapid economic growth, a rising middle class, and an expanding base of ultra-high-net-worth (UHNW) families, the opportunities for wealth managers to tap into this growing market are immense. However, the challenges are equally significant.
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Apr 10, 2024 | 
hubbis.com | Darell Miller |Karina Wong |Sharon Yam |Avishek Nandy
Wealth Dynamix delivers innovative software designed to help reduce costs, improve efficiencies, and, most importantly, empower client-facing bankers and advisors with productivity-boosting tools that help enhance client personalisation, elevate the client experience, and thereby drive revenues in the world of private banking and advisory.
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Apr 9, 2024 | 
hubbis.com | Karina Wong |Sharon Yam |Joshua Rotbart |Dominic Volek
Since November 2023, when she was appointed EY[1] Greater China Business Tax Services Leader, Private Tax Co-leader, and Family Enterprise Leader, Karina Wong has dedicated her working hours to advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Greater China. Hubbis recently caught up with her to learn more about her missions in tax matters advisory, estate and succession structuring and family office advisory.
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Mar 20, 2024 | 
hubbis.com | Robert Ramos |Karina Wong |Sharon Yam |Joshua Rotbart
Dr Robert Ramos is the President and CEO of RCBC Trust Corporation. He moved to RCBC in 2020 on leaving a prominent post at EastWest Bank in Manila. He has also been President of the CFA Society of the Philippines and has in the past served as President of the Trust Officers Association of the Philippines. In short, he is a mine of information and valuable insights into the wealth market and the trust space in the Philippines.
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Sep 28, 2023 | 
mondaq.com | Sharon Yam
Sharon Yam, Regional Head for APAC at Ocorian,
recently attended the HNW Insurance Summit – Singapore 2023
where she provided insights to delegates on the considerations for
wealthy families aiming to pass on their businesses to future
generations.
In this article, we delve into the challenges and strategies of
transitioning family businesses to the next generations, from a
legal and technical point of view.
1.
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Sep 27, 2023 | 
hubbis.com | Jessica Xu |Sharon Yam
Jessica Xu, CFA, Senior Investment Strategist at Hywin International in Hong Kong, is, amongst other areas of expertise, a keen China watcher, as that is Hywin’s home base and where so many of their private clients come from. She participated as an expert speaker during a panel discussion in mid-September that focused on the big-picture developments in China’s economy and the challenges and opportunities for investors looking at China’s markets.
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Sep 6, 2023 | 
hubbis.com | Junwei Han |Roger Chi |Lee Sleight |Sharon Yam
Junwei Han is a Director at Deloitte Private and specialises in tax matters. Junwei was a speaker at the Hubbis HNW Insurance Summit in Singapore on September 6 and offered delegates a detailed Workshop reviewing tax developments in the Greater China markets.
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Jun 14, 2023 | 
hubbis.com | Sharon Yam |Lucie Hulme |John Shoemaker
The Hubbis Wealth Solutions Forum in Singapore on June 14 saw a host of experts offer their views on how the wealth management industry in Asia can help wealthy clients enhance their planning and structuring. In the second panel discussion of the day, a small group of experts drilled down into some quite complex areas of trusts and their regulation.
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Jun 14, 2023 | 
hubbis.com | Sharon Yam |John Shoemaker |Lee Woon Shiu |Lee Sleight
Sharon Yam is Regional Head for APAC and leads the Private Client and Corporate Services businesses at trust, administration and fiduciary services provider Ocorian. She gave a very useful presentation to delegates at the Hubbis Asian Wealth Solutions Forum in Singapore on June 14, highlighting some of the key challenges and considerations for wealthy families seeking to transition their businesses to the next or future generations.
