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News
Making the Invisible Visible: Affluense.ai's Sumit Sahu on Data, Client Acquisition and Institutional Intelligence
1+ hour, 4+ min ago (1093+ words) Twenty Years, Same Playbook Sahu, who appeared alongside his Co-founder and Chief Technology Officer Rishi Kumar, and who said the pair have more than 35 years of combined experience across wealth management and data science, set out the acquisition model as…...
From Product to Outcome: Priyanshu Gaurav on What the Next Generation Is Actually Asking For
1+ hour, 10+ min ago (914+ words) A Proposition Stated Plainly Goel asked each panelist to describe their proposition in a sentence or two, without reciting a website. Gaurav's answer was deliberately compact. "We are an integrated wealth management firm or platform that partners clients across the…...
DataDasher and Quam Asset Management Partner to Bring Silicon Valley AI to Hong Kong's Multi-Family Office Sector
3+ hour, 25+ min ago (322+ words) The collaboration marks a practical step forward in Quam Asset Management's exploration of AI applications within its operations. The foundation of the partnership Both firms view AI as a tool to support advisors, not replace them. It has the potential…...
DataDasher and Quam Asset Management Partner to Bring Silicon Valley AI to Hong Kong's Multi-Family ODice Sector
13+ hour, 33+ min ago (326+ words) Sep 3, 2026 Hubbis The collaboration marks a practical step forward in Quam Asset Management's exploration of AI applications within its operations. The foundation of the partnership Both firms view AI as a tool to support advisors, not replace them. It has…...
Where AI Can Help Wealth Advisers: Amanda Ong on Arta Finance’s Institutional Strategy- Asian Wealth Management and Asian Private Banking
1+ day, 5+ hour ago (1427+ words) Why Ong Joined Arta Finance Ong has spent much of her career establishing businesses, entering markets and building teams. Before Arta, she held leadership roles in partnerships, distribution and client services at Prudential Wealth Management and StashAway. Those roles showed…...
Lending Without the Relationship: How Yuvarra Is Building a Non-Bank Premium Finance Alternative
1+ day, 20+ hour ago (1477+ words) From Facilitator to Lender Yuvarra began taking shape in mid-2025 after Ikard joined Apeiron Group to establish an independent premium-finance platform. At first, it arranged loans through banks and other lenders. It still does so when another provider is a better…...
Trust Has to Be Structured: Munish Randev on Building for the Next Generation
1+ day, 21+ hour ago (1033+ words) A Single Family Office at a Lower Cost Asked to describe the firm's proposition in a sentence or two, Randev was direct about the model and its deliberate limits. "We are basically your single family office, but at a much…...
Hubbis Macro Corner: Treasury Intervention, AI Financing and a Broader Risk-On Case Reshape Portfolios
3+ day, 13+ hour ago (894+ words) Investment research published this week was dominated by a question that cuts across asset classes: who ultimately pays for the extraordinary amount of capital now required by governments, artificial intelligence, infrastructure and strategic industrial policy? The answer is beginning to…...
Eastspring Appoints Insurance Solutions and AI Research Leaders in Singapore
1+ week, 7+ hour ago (476+ words) Aug 27, 2026 Hubbis Eastspring Investments has appointed Ghislain Périssé as Head of Insurance Solutions and Yaqin Zhou as Director, AI Research – Investments, adding two newly created roles as the asset manager strengthens its insurance and artificial intelligence capabilities. Both appointments took…...
Talent, Not Tools: Himanshu Kohli on Where Advisers Stay Relevant
1+ week, 18+ hour ago (857+ words) Client Comes First, and We Are Their Associates Asked to state the proposition without reciting a website, Kohli found it in the firm's own name. “Client comes first, and we are their associates,” he said. “It's a model which is…...