1291 Group

“Private Clients in the Changing World: Where East Meets West”   📅 Thursday, April 10, 2025 ⏰ 08:30-18:00 (Cocktail Reception to follow from 18:00-20:00) 🌇 Four Seasons Hotel, Limassol   The Cyprus Chamber of Commerce and Industry, in collaboration with the STEP – Advising Families Across Generations, proudly presents its flagship event focusing on the ever-evolving needs of private clients.   This full-day gathering brings together High Net Worth Individuals (HNWI), family offices and their advisors, professional services firms, and other relevant stakeholders. Having renowned experts in the panels from Cyprus, Greece, Israel, Switzerland, Luxembourg, the United Kingdom, the Middle East, and the United States, the event offers a diverse perspective and global outlook on pressing issues in wealth management and international business.   Key Topics Include:   ✅Staying Ahead of the Curve: Dealing with Economic Sanctions, Anti-Money Laundering (AML) Regulations, the Common Reporting Standard (CRS), as well as the Financial Markets ✅International Relocations: Immigration and Tax ✅HNWI in 2025: Political Uncertainty, Change of Legal and Tax Regimes ✅Case Study on Inheritance, Wills, and Probate ✅Leaders’ Insights: Where We are Now and What is Next   Beyond the dynamic presentations and panel discussions, participants will also have the opportunity to engage in meaningful networking sessions and a cocktail reception at the close of the conference. This reception will provide a more informal setting to connect with fellow attendees, share insights, and forge valuable professional relationships.   Supported by the CIFA Cyprus and the Invest Cyprus - CIPA, and sponsored by Fairwinds International Bank, 1291 Group, Eurobank Cyprus,Alpha Bank Cyprus, Cyfield Group, and Privacy Management Group Ltd, with Economy Today serving as the official media sponsor, this conference promises cutting-edge insights from renowned experts in the field.   We anticipate a full house of esteemed professionals ready to delve into the challenges and opportunities that lie ahead. We look forward to your participation in what promises to be a landmark event for private client advisors and practitioners worldwide. Let’s seize this opportunity to collaborate, share knowledge, and shape the future of private wealth management in a turbulence era.

On Thursday 3rd April, from 3.00pm - 4.00pm HKT/SGT, we're delighted to be hosting the next webinar in the Hubbis Digital Dialogue Series - The Growing Potential of PPLI for HNW Clients. View the event homepage: https://lnkd.in/gq6RV4iv The Digital Dialogue discussion, is partnered exclusively by 1291 Group. Many thanks to our panel of experts - namely Heinrich Grabner of 1291 Group, Philipp O. Piaz of Finaport, Ike Kutlaca of King & Wood Mallesons, and Zac Lucas TEP of Spencer West. The discussion will explore the evolving global life solutions market, with a focus on key developments and emerging trends in Asia. It will examine why the market has diversified beyond traditional Universal Life (UL) policies and delve into the growing appeal of Private Placement Life Insurance (PPLI). Topics include the types of assets PPLI can hold, its advantages in tax optimization, cross-border planning, and regulatory compliance (AEOI, CRS, FATCA). The conversation will also cover how PPLI complements structures like trusts and foundations, its flexibility in tailoring to client needs, the ideal client profile, and how it's being marketed and implemented in Asia. Join us on Thursday, 3rd April 2025 for an engaging Digital Dialogue exploring the evolving role of life insurance solutions in today’s wealth management landscape. #WealthManagement #WealthSolutions #Insurance #PrivateBanking #PPLI

We're very much looking forward to hosting the upcoming Hubbis Independent Wealth Management Forum in Singapore on Wednesday 9th April from 9.00am to 5.00pm. View the forum homepage here: https://lnkd.in/gPpqqN_Q The forum will feature six expert-led presentations, four dynamic panel discussions (taking place from 9.00am to 1.00pm), proactive workshops (taking place from 2.00pm to 4.00pm) in the afternoon and over 40 prominent local and international speakers. Topics will range from overcoming regulatory complexities to harnessing technology for improved client experience. Participants will have the opportunity to connect with over 300 key industry professionals, including independent wealth managers, private banks, fund houses, digital solutions providers, fintech firms, insurance companies, lawyers, and consultants. The forum will be a great opportunity to connect with our sponsors: Swissquote, Premia Partners, 1291 Group, Kilde, AllianceBernstein, J. Rotbart & Co., Henley & Partners - The Firm of Global Citizens®, Interactive Brokers, Alger, M/HQ, Fiera Capital, Janus Henderson Investors, Federated Hermes, Eton Solutions LP, KGI 凱基, Wealtra, America Mortgages, EFG Private Bank, Moxo, Sumitomo Mitsui DS Asset Management Co., Ltd., Bellevue Asset Management, Lombard Odier Group, Wealth Dynamix, Leonteq, Adviscent AG, StoneX Group Inc., Vantage Point Asset Management, Arta Finance, CGS International Securities Singapore, Bordier & Cie (Singapore) and Endowus. And expert speakers include: Roger CHI of 1291 Group, Brandon Bogoog Suh of AB CarVal, Donald Klip of America Mortgages, Jackson N. of Azimut Investment Management, Valerie d'Argembeau of Bordier & Cie, Carolyn Leng of CGS International, Muralee Manickam of Adviscent, Hugh Chung of Endowus, and many more. Join us at the Hubbis Independent Wealth Management Forum – Singapore, where industry leaders and emerging players alike come together to exchange insights, explore opportunities, and shape the future of the independent wealth management industry in the region.

🙏 Thank You to Our Sponsor: 1291 Group! We are proud to have 1291 Group as a sponsor for IPCC Miami Global 2025! Their expertise in bespoke wealth planning, international life insurance, and investment solutions plays a crucial role in helping HNWIs across Latin America navigate privacy, asset protection, and tax-compliant strategies. With a strong network of private banks, asset managers, law firms, and tax professionals, 1291 Group provides tailored solutions for clients across Mexico, Central & South America, and the Caribbean, ensuring wealth protection and long-term financial success. Thank you for your support and commitment to the industry! 📅 Join us on April 24 at Loews Coral Gables Hotel to connect with top professionals in wealth planning. https://lnkd.in/eU25b7eh #IPCCMiami #WealthPlanning #1291Group #TaxCompliance #EstatePlanning #AssetProtection #Networking Juan Manuel Gonzalez, Ceci Hassan, Gema De la Calle, Santiago Costa, Sebastian Rodríguez