Hubbis Round Table discussion

𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗮 𝘆𝗼𝘂𝗻𝗴 𝗨𝗛𝗡𝗜 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝘄𝗮𝗻𝘁 ? 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗥𝘀. 𝟭𝟬𝟬𝟬+ 𝗰𝗿𝗼𝗿𝗲𝘀

Thanks to Michael Stanhope, the founder of HUBBIS, I had the opportunity to participate in a roundtable discussion with a group of sharp, young, forward-thinking industry leaders. 

One of the agenda items was a role-play exercise to better understand the evolving expectations of the next-generation UHNI.

My assigned role? A young entrepreneur who had just exited his business with a substantial windfall and was now evaluating wealth management options. Others on the table had to make a pitch to manage my wealth.

The character I played was inspired by a real-life client; a dynamic individual in his early 30s with 1000+ crores cash inflow, who made a bold, unconventional choice with his wealth.