This event will bring together luminaries from across the industry. Together with your senior wealth management and family office peers, discussions will focus around business-critical developments and share invaluable case studies and best-practice insights.

The event will feature four panel discussions offering you even more opportunities to take part in a range of discussions that best suit the needs of your organisation.


08:00 – 09:00    Registration and breakfast 09:00 – 09:15     Keynote Speech: Insight into the Luxury Travel Decisions of Private Clients Elegant Resorts, Redmond Walsh, Vice President, Elegant Resorts This keynote address will provide a unique insight into the role luxury travel plays in providing a holistic service to high net worth clients, covering current travel trends, how leisure travel can be incorporated into the luxury lifestyle and how relationships between wealth individuals and their offices can be managed by intermediaries such as travel providers. This speech will also touch upon how luxury travel can be used as an avenue for philanthropy, as well as a method to promote global sustainability through key environmental partners. 09:20 – 10:20      Preparing For The Next Generation: Millennials In The Middle East With $5 trillion of wealth in the region set to transfer to the next generation in the near future, this panel will assess what steps need to be put into place to ensure a smooth transition of wealth, as well as what advisors can do to enhance both the experience for and their relationships with Millennials.
  • What products and services can a wealth manager offer the upcoming wealthy?
  • Utilising digital channels and increased accessibility
  • Striking the balance between the growth and maintenance of wealth and implementing succession planning
  • The place for philanthropy within the next generation’s portfolios
  • Millennials, inheritance and education - both in and outside of the family setting
  • Catering to a globalised family
  • Maintaining the relationship between family principal and advisors upon transition of wealth and leadership
10:20 – 10:50      Refreshments and networking 10:50 – 11:50       Overcoming Legacy Systems For Superior Client Reporting Compared to counterparts across the globe, the GCC has lagged behind in terms of technology investments and front-office developments. As clients increasingly demand a more holistic view of their investments, as well as being able to view reports on an ad-hoc basis, this panel will assess the hurdles faced when looking to upgrade technology systems and how these developments can be used to make stickier clients.
  • What are high net worth clients demanding in terms of reporting capabilities?
  • Replacing legacy systems: a complete overhaul versus application add-ons
  • Pain points in legacy switch-overs
  • Amalgamating reporting data for the benefit of both clients and advisors in product design
  • Improving the operational efficiency of reporting whilst keeping costs under control
  • How can transparency be incorporated into client reporting by updating legacy systems?
11:55 – 12:55         Growing A Family’s Wealth On An International Playing Field As families continue to grow their footprint internationally, from business ventures to children studying abroad, legislative procedures are coming into place to help clients preserve their assets held across multiple jurisdictions (including the DIFC Wills and Probate Registry and the Brussels IV ruling in Europe). This panel will look at how high net worth individuals can continue to grow their wealth during the internationalisation process, as well as wealth structures to be utilised to ease this process. Points to be covered include:
  • Preserving and growing wealth through eased global mobility
  • How can economic migration fit into a wealth manager’s toolkit of options for wealth planning?
  • Diversifying investment and pre-immigration tax options across the globe to achieve long-term financial goals
  • What risks do client face when looking to internationalise and how can these be best combatted?
  • The impact of geopolitical crises in the Middle East on economic migration
  • What regulatory hurdles need to be overcome by wealthy individuals as compliance obstacles continue to rise globally?
12:55 – 13:05           Closing Speech: The Maltese Family Business Act Government of Malta, Dr Nadine Sant, Legal Advisor, Ministry for the Economy, Investment and Small Business Malta has this month launched a white paper public consultation about a proposed legislation specifically designed to assist family businesses.  This legislation is an Act of Parliament intended to encourage the regulation of family businesses, their governance and the transfer of the family business from one generation to the next.  The legislation seeks to encourage and assist family businesses to enhance their internal organisation and structure with the aim of effectively operating the business and working towards a successful succession of the family business.


Date and Time

Date: Tuesday 10th November - 2015
Time: 8:00 am – 2:00 pm


Mina A’Salam Hotel, Dubai

Address: Al Sufouh Rd, Jumeriha 6, Dubai, United Arab Emirates

Telephone: +971 4 366 8888

About our Sponsors

Featured Sponsors

Headline Sponsor


Keynote Speaker

Redmond Walsh

Vice President

Elegant Resorts

Redmond Walsh joined ATG in 2014. He is the vice president of Mawasem Travel and Tourism and has responsibility for ATG’s interest in Europe and the United Kingdom, including the […]


Abhra Roy

Lead Product Line Manager - Finacle Wealth Management


Abhra is a capital markets professional with over 19 years of experience in capital markets, wealth management and IT products businesses.  He has rich domain experience spanning across asset classes, […]

Ahmad Ali Chahidi

Head of Trust and Advisory Services - Private Banking

Emirates NBD

Ahmad Chahidi started his career in the banking industry with Credit Suisse Trust, advising clients in terms of wealth structuring and inheritance & tax planning. Later on, he worked at […]

Jim Drysdale

Investment Sales

Core Savills

Jim has over 30 years’ experience in real estate across the Globe from Europe, Middle East to South Asia. For over 20 years he was employed in the UKs institutional […]

Michael Chahine

Founder and CEO

Nexgen Desert Green Consultancy

Michael Chahine invested his 35 years experience in global finance, corporate and investment management in Nexgen Desert Green Consultancy, a management consultancy focused on family businesses and wealth management solutions, […]

Nadine Goldfoot


Fragomen Worldwide

Nadine has been practicing in the field of immigration law for over 10 years.  She  is considered an authority on high net worth immigration. She works with high net worth […]

Nadine Sant

Legal Advisor, Ministry for the Economy, Investment and Small Business

Government of Malta

Nadine has been tasked by the Government of Malta to draft the first known legislation titled the Family Business Act whose scope is to encourage the regulation of family businesses, […]

Naomi Rive

Group Director and Head of Family Office


Naomi is a Group Director and Head of Family Office at Highvern. A lawyer by training, Naomi was called to the English Bar in 1999 and re-qualified as a Jersey […]

Pedro Sousa Cardoso

Head of Multichannel & CRM

Emirates NBD

Pedro leads a large-scale multichannel transformation program at Emirates NBD, designed to optimise the service and sales delivery by blending digital and physical channels under one consistent and integrated approach. […]

Sabila Din

CEO & Founder

Din Consultants

Sabila is CEO and Founder of Din Consultants, HQ in London and is an accomplished global business management, marketing and gender specialist. She works with global private banks, elite family […]

Siddarth Bhandari

Head of Investment Solutions

Emirates NBD

Siddarth Bhandari is the head of investment solutions, wealth management at Emirates NBD Group. Siddharth has over 19 years of experience in private banking, capital makers and asset management, having […]

Tariq Bin Hendi

Chief Executive

Emirates NBD

Tariq Bin Hendi is the chief executive of Emirates NBD Asset Management, with a mandate to continue building an exceptional asset management business that is the regional benchmark. Bin Hendi, […]