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1 month ago | 
hubbis.com | Christopher Tanchou |Zac Lucas |Jeremy Young
Swiss Life, one of Europe’s longest-established financial institutions, has built a powerful reputation for delivering a wide range of life insurance solutions.
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Sep 9, 2024 | 
hubbis.com | Jeremy Young |Alice Chen |Sunita Singh-Dalal |Zac Lucas
Today, Hubbis hosted a thought-leadership luncheon at ZUMA in the DIFC, co-hosted by Transamerica Life (Bermuda) (TLB). The exclusive event gathered senior contacts from private wealth managers, Single and Multi-Family Offices, and professional services firms, including lawyers and tax advisers, to discuss critical trends in succession and estate planning for 2024.
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Dec 13, 2023 | 
hubbis.com | John Shoemaker |Zac Lucas |Dave Lange
As we approach 2024, there are a number of changes on the horizon to be navigated by Asia's private client advisory community. John Shoemaker, Registered Foreign Lawyer at Butler Snow, took the time to speak with Hubbis to explore a number of the changes pinging most loudly on his radar, such as the US Corporate Transparency Act, and local KYC and AML procedures in Singapore.
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Dec 8, 2023 | 
hubbis.com | Zac Lucas |Mark Smallwood |Shawn Wang |Ralf Huber
In 2023, significant transformations unfolded within the compliance and regulatory framework of Asia's private wealth management industry. As we approach 2024, a myriad of forthcoming changes await further negotiation. Hubbis seized the opportunity to engage in a discussion with Zac Lucas, Partner – International Private Wealth at Spencer West, to gain insights into the pivotal shifts expected in the coming year.
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Dec 7, 2023 | 
hubbis.com | Mark Smallwood |Zac Lucas |Shawn Wang |Ralf Huber
The Annual Financial Return Holding Clients to Account – Are Yours? Many clients in Asia utilise a BVI (or other tax neutral) company as an asset holding vehicle, often as part of their estate and succession plan and structure, but also for business purposes. Once a simple vehicle, the complexities of administering these entities continues to grow.
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Nov 30, 2023 | 
hubbis.com | Zac Lucas
Privacy PolicyHubbis is committed to safeguarding the privacy of our users while providing a personalised andvaluable service. This Privacy Policy statement explains the data processing practices ofHubbis. Ifyou have any requests concerning your personal information or any queries with regard to thesepractices please contact our Privacy Officer by e-mail at [email protected]Our site contain links to third party sites which are not subject to this privacy policy.
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Oct 12, 2023 | 
hubbis.com | Zac Lucas |Philippe Amarante |Mark Smallwood
The Hubbis Wealth Solutions Forum in Dubai on September 20 provided delegates with lots of information and interesting concepts to help them deliver smart estate and succession planning ideas to their private clients. One of the experts on display was Zac Lucas, Partner – International Private Wealth at law firm Spencer West. He offered delegates some valuable perspectives on the use of business succession trusts as a key element of robust business family governance and succession planning.
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Oct 4, 2023 | 
hubbis.com | Zac Lucas
We were delighted to have held our Hubbis Digital Wealth Forum in Singapore for 2023 recently. And are pleased to report it was a resounding success!A heartfelt thank you to our 260+ participants who came together to make the forum a vibrant, enlightening, and engaging experience. The 2023 Digital Wealth Forum was held in Singapore, convening digital technology and wealth management experts. They explored the integration of innovative digital solutions in wealth management across Asia Pacific.
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Sep 20, 2023 | 
hubbis.com | Philippe Amarante |Mark Smallwood |Zac Lucas
At the recent Hubbis Wealth Solutions Forum in Dubai, Philippe Amarante, Head of Middle East for global leader in residence and citizenship by investment, Henley & Partners, offered a captivating look into the emerging paradigms of private wealth.
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Sep 20, 2023 | 
hubbis.com | Philippe Amarante |Mark Smallwood |Zac Lucas
Philip Story, Senior Executive Officer and Head of Distribution EMEA at Investors Trust Phil gave a lively talk to delegates at the Hubbis Wealth Solutions Forum in Dubai on September 20, drilling down to highlight some of the vast opportunities available to financial advisors in a region experiencing rapid economic growth and diversification. From wealth management to guiding startups, he explained that these opportunities often come with unique challenges.
