ORGANISED BY
27 September 2022
Park Hyatt Dubai
United Arab Emirates
300+
Delegates
30+
Industry-leading speakers
3
Presentations
1
Awards ceremony
Family offices
Real Estate Investors
Venture Capitalists
Senior Investment Executives
Wealth / Asset Managers
Private Bankers
Entrepreneurs
Alternative Assets Investors
Tuesday, 27 September 2022
Even when planned, succession is frequently a complex and fraught experience, with the global nature of families in these times bringing yet more complexities to navigate. How have instruments such as Foundations, SPV Mortgages or the DIFC Will and Probate Registry (WPR) smoothed the path of generational change in the region? Can the technologies that are coming on stream make the succession processes any easier at what is often a time of high stress?
MEA Finance
Senior Wealth Planner, Private Banking, UAE, HSBC
Private Clients Director, Ocorian
Head of Dubai, Senior Executive Officer & Managing Director, Charles Monat Associates
Vice Chairman for Origination, Citi Private Bank- EMEA
Founder and Chairman, Globaleye
The prosperous and high net worth, conscious of their privilege and the wider world we all share, frequently contribute to, or instigate efforts to make positive contributions. As newer generations with new social justice and environmental concerns move into the HNW sphere, what are becoming the current leading philanthropic requirements of your clients and how are they shaping your ESG policies?
Director - GCC, Jersey Finance
Independent Board Director, Senior Advisor - Sheikh Hamdan Bin Ahmad Al Makhtoum Private Office
Head of Investment Strategy Private Banking Group, First Abu Dhabi Bank
CIO, Head of Asset Management, Al Mal Capital, UAE
Managing Director & Head of Middle East, Banque Cantonale de Genève (BCGE)
Head of Global South Asia & Middle East, Bank of Singapore
Gold, Real Estate, US Treasury Bonds, Preferred Stocks and Corporate Bonds are currently among the best safe investments. How will these options fare in the coming years and in todays’ inflationary environment? What currently are the optimum sectors and what new investment options and techniques will arise to protect against or mitigate bear markets and black swan events. What further benefits can such investments bring to the private or institutional investor?
Head of Equity Strategy, CIO Office, Emirates NBD
Independent Board Director, Senior Advisor - Sheikh Hamdan Bin Ahmad Al Makhtoum Private Office
Head of Investments, Treasury, Asset Management and Global Markets Department, Commercial Bank of Dubai
Chief Executive Officer, Virtugroup
Lead Market Head Arabian Gulf & NRI, UBS Global Wealth Management
Family offices are growing in popularity in the Middle East, driven by factors including the need for family businesses structures more akin to a corporate set-up to manage wealth, by the fact that over the coming decade will see vast sums passing between generations with a consequent need for better organisation, and a growing number of overseas families coming to reside in the UAE. How will regional service providing market change to accommodate this growth and what do these families need to be mindful of when they arrive in the region?
Partner, Entrepreneurial Private, Business, Family Office Services, PwC Middle East
Founder, Abbey Road Investment Group
Senior Director, Private Banking, Mashreq
Head of Private Banking, UAE, HSBC
Principal - Global Family Office, The Bank of New York Mellon
The world will significantly change in the coming decade with geopolitics, climate change, demographic pressures and economic stresses growing more evident, bringing more frequent “Bear Market” conditions. What might this upheaval mean for investment and portfolio management strategies? Will Equities, Fixed Income Assets and Forex, safe-haven investments or stores of value like gold, retain the prominence they have in the markets or will alternative investment options such as in the Metaverse, NFT’s, Tokenisation and crypto assets grow to dominate?
Head of Investment Strategy Private Banking Group, First Abu Dhabi Bank
Founder, Abbey Road Investment Group
Chief Market Strategist, Century Financial
Unit Head - Investment Solutions, National Bank of Fujairah
Head of Investments, Mashreq
Head of Wealth Management - Gulf, Deutsche Bank
Chief Investment Officer, Greenstone Equity Partners
Futurist, Bestselling Author, Founder - Moven, Media Personality
Newer and more digitally native generations are moving into the high net worth brackets through entrepreneurship, advancement within family business, succession or inheritance, so how is the demand for secure, intuitive and high-yielding asset and wealth management being satisfied by technology vendors and the traditional wealth service providers? Can digital innovations developed by technology for wealth management provide the kinds of specialized tailored services and advisory skills that HNWI’s are accustomed to receiving from premium finance services providers?
Futurist, Bestselling Author, Founder - Moven, Media Personality
Chief Executive Officer, Greenstone Equity Partners
Head of Consumer, Private and Business Banking, UAE (CPBB UAE), Standard Chartered Bank
CEO, Saxo Bank MENA
Head of Customer Experience and Platform Development, National Bank of Fujairah PJSC
Managing Director and Partner, Boston Consulting Group (BCG)
Chief Technology Officer, Securrency Capital
Brett King
Futurist, Bestselling Author, Founder - Moven, Media Personality
Alex Gemici
Chief Executive OfficerGreenstone Equity Partners
Ayesha Abbas
Head of Consumer, Private and Business Banking, UAE (CPBB UAE)Standard Chartered Bank
An Kelles
Director - GCCJersey Finance
Anita Gupta
Head of Equity Strategy, CIO OfficeEmirates NBD
Arjun Mittal
FounderAbbey Road Investment Group
Dr. Bhaskar Dasgupta
Independent Board Director, Senior AdvisorSheikh Hamdan Bin Ahmad Al Makhtoum Private Office
Biju Thomas
Senior Director, Private BankingMashreq
Damian Hitchen
CEOSaxo Bank MENA
Damien Morgan
Senior Wealth Planner, Private Banking, UAEHSBC
Deepak Mehra
Head of Investments, Treasury, Asset Management and Global Markets DepartmentCommercial Bank of Dubai
Devesh Mamtani
Chief Market StrategistCentury Financial
Devid Jegerson
Head of Customer Experience and Platform DevelopmentNational Bank of Fujairah PJSC
Faisal Hasan, CFA
CIO, Head of Asset ManagementAl Mal Capital, UAE
Farzad Billimoria
Head of Private Banking, UAEHSBC
George Hojeige
Chief Executive OfficerVirtugroup
Haitham Juma
Unit Head - Investment SolutionsNational Bank of Fujairah
Ismael Hajjar
Partner, Entrepreneurial Private, Business, Family Office ServicesPwC Middle East
Leevyn Isabel
Private Clients DirectorOcorian
Mario Al-Jebouri
Managing Director & Head of Middle EastBanque Cantonale de Genève (BCGE)
Mubashar Ayoob
Head of Wealth Management - GulfDeutsche Bank
Mustafa Bosca
Managing Director and PartnerBoston Consulting Group (BCG)
Nabilah Annuar
MEA Finance
Neale Croutear-Foy
Chief Technology OfficerSecurrency Capital
Dr. Niels Zilkens
Lead Market Head Arabian Gulf & NRIUBS Global Wealth Management
Omar Al-Gharabally
Chief Investment OfficerGreenstone Equity Partners
Rahul Chopra
Head of Dubai, Senior Executive Officer & Managing DirectorCharles Monat Associates
Samir Raslan
Vice Chairman for OriginationCiti Private Bank- EMEA
Shadi AlNasr
Principal - Global Family OfficeThe Bank of New York Mellon
Tim Searle
Founder and ChairmanGlobaleye
Vipul Kapur
Managing Director & Head of Private BankingMashreq
Vivek Gehani
Head of Global South Asia & Middle EastBank of Singapore
MORE SPEAKERS TO BE ANNOUNCED
Click below to view individual award categories and submit nominations.
This category is open to all private banking institutions operating inside a regional country (Middle East & Africa). It will be awarded to the private bank showing the most outstanding past 12 months based on factors including core performance, innovation, adaptability and customer experience.
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This category is open to private banks founded, based and operating in its home domestic market, showing the most outstanding past 12 months based on factors including core performance, innovation, adaptability and customer experience.
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This category is open to global private banks showing the most outstanding past 12 months based on factors including core performance, innovation, adaptability and customer experience.
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Awarded to the family office services provider offering bespoke financial products, services and guidance with the best options in terms of portfolio growth, digital services and meeting clients investing principles, philanthropic interests and ethics.
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The award in this category will be presented to the regionally founded and based (Middle East & Africa) Asset Management firm that has demonstrated the best results for their clients’ portfolios as a whole, increasing their financial performance in either real terms or relative to the prevailing post-pandemic conditions.
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The winner in this category will be the private bank, wealth management business or asset management firm that demonstrates it has provided the best results based on ethical investments focusing the full spirit of the meaning of the ESG acronym.
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Awarded to the firm or institution with a track record of successful capital raising for over a range of investments including examples such as PE, VC, Growth Equity, Private Debt, Real Estate, Infrastructure etc.
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This is awarded for devising and implementing a finance initiative that has both performed successfully in the industry context while also best maintaining its principal sustainability focus.
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The award will be presented to the best firm providing a service allowing high net worth individuals the agility to expand their business and personal planning through successful domicile diversification.
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Awarded to the business showing the strongest track record of providing original insights in advisory services that are also the best suited to the needs of individual clients.
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This category awards the private bank, wealth management business or asset management firm that demonstrates it has provided the best results based on investments made that can show either positive effects or the least negative impacts on the environment.
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The award in this category will be presented to the real-estate investment business that consistently provides the best land and real-estate asset investment opportunities to investors based in the region.
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This category awards the bank or business that has been acknowledged to provide the best advice, guidance, instruments and sensitivity to the complex needs of their clients at the time of the transfer of assets to those chosen, or in line to take charge of a valuable legacy.
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This awards the business or institution with the best track record of creating a path helping clients to build, protect and transition their wealth by taking a holistic overview of their financial life including retirement, tax, legacy and business planning.
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The best DPM award will go to the bank or fund management firm that, on behalf of their clients has generated the most value with strong performance, and by staying close the clients, keeping them invested long enough to see real benefits.
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This will be awarded to the company that offered the best service and advice in the establishment of foundations and the maintenance of these entities through and including the provision of asset protection, privacy, philanthropy, succession, legacy planning and wealth planning, particularly where the family is internationally mobile with assets in multiple jurisdictions.
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This will be awarded to the Online Brokerage Accounts and Trading Platforms that offers unparalleled research and assets variety and provides an extensive investor education to their HNWI clients. The winner will have successfully given strong account management options including any contingencies for every conceivable situation, competitive cost and transparency in pricing disclosures, efficient account management usability that gives their clients the clarity of different investment portfolios.
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This category is awarded to the institution with the Robo Advisory and AI Investment service providing the best options for clients with high balances. Ease of use or a hands-off experience, ease of connections to a bank account, asset allocation, portfolio rebalancing and tax optimization are key considerations, as well as offering proprietary and diverse portfolio options.
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Awarded to the institution offering the best services to Family Offices through a range including data, analytics and reporting, Investment Management and Financial Stewardship, Securities Services and Wealth Management.
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This will be awarded to the wealth and investment technology provider for harnessing technology enabling the provision of greater opportunities for wealth offices and institutions to expand their clients businesses through digitally enabled investment services.
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This will be awarded to the wealth management software company whose products and services provide wealth management institutions with the best tailored investment strategies for their clients’ portfolios, bringing advice, orders, compliance and risk together, allowing focus on delivering premium levels of service and the clearest overview of their clients relationships and positions.
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This category will be awarded to the financial technology company that has succeeded in providing the most innovative and groundbreaking digital services for wealth management and private banking institutions and clients. The winner will have successfully balanced the convenience and utility of digitalisation with the bespoke, premium experience expected by HNWIs.
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Awarded to the bank or financial institution with the best threat prevention, detection and mitigation capabilities to counter the increasing prevalence and multitude of cyber threats to the assets of premium and high net worth clients.
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This will be awarded to the financial technology company that provides the best solutions for detailed analysis of potential deals or investments through analysis of reporting scenarios and scenario simulations to determine the best possible investment opportunities.
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This will be awarded to the technology vendor that has created and implemented the best system or product for allowing banks and financial institutions the most effective management of the insurance portfolios of their affluent and high net worth clients.
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Awarded to the cyber-security provider that shows best operational practices and security provision in preventing general or targeted cyber-attacks potentially resulting in theft of assets, confidential intellectual property and interruptions of service against the financial institutions working with, and service providers to HNWI’s.
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Located in Dubai Creek Resort on the banks of the majestic Dubai Creek, Park Hyatt Dubai provides an idyllic setting for a luxury getaway. From an inspired assortment of award-winning restaurants to a luxury destination spa, every moment at Park Hyatt Dubai is meticulously curated to ensure a sophisticated, enriching, and uncommon experience.
