From Transactions to Portfolios: Insights from Rajesh Hathiramani
Source: hubbis.com
Published on: 2026-10-27 16:08
For wealth managers seeking to shift their advisory model from transaction-led engagement to a structured portfolio approach, the practical challenge lies in building the systems and processes that make that shift repeatable across a large client base. The ambition is widely shared across the industry, but the execution depends on the specific tools, mandates and internal capabilities a firm is prepared to commit to the transition. At the Hubbis Investment Forum Singapore 2026, a panel titled Inside the Engine Room examined how leading institutions are investing in their platforms to deliver better advice at scale. The discussion, chaired by Brett Kennedy, Managing Director for Investments at Hubbis, brought together investment leaders from across the private banking and independent wealth management sectors. Rajesh Hathiramani, Managing Director and Head of Active Advisory, Investment S...
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