Our 2020 white paper, produced in collaboration with Hubbis, Asia’s Great Wealth Transfer Implications for the Wealth Management Community researched the evolution of Asia’s wealth management market.

In Summary

Our 2020 white paper, produced in collaboration with Hubbis, Asia’s Great Wealth Transfer Implications for the Wealth Management Community researched the evolution of Asia’s wealth management market.

This paper specifically researched how Asia’s wealth management industry is positioning itself to help plan and manage the succession and legacy requirements of Asia’s elderly high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and business owners in anticipation of the vast wealth transfer to the second generation, and beyond to the younger generations, collectively the NextGens.

It found that the reality is that some of Asia’s families are well organised and well prepared, but many are not. And another reality is that some of Asia’s wealth management community is remarkably well prepared for this transition, others less so.

Download

Implications for the Wealth Management Community White Paper › PDF