Asia is facing an unprecedented intergenerational wealth transfer, while young entrepreneurs are driving a boom in regional wealth creation. Private banks are jostling to compete for new assets, but trust and careful guidance are needed so as to ensure wealth inheritors do not mismanage their new fortunes or switch service providers at the point of inheritance. 

As Asia’s wealthy families enter a transition, transferring assets and responsibilities from one generation to the next, private banks are racing to refine their succession planning capabilities. Headlines warn of the dangers of family disputes, and wealth managers must formalise family governance structures: a challenge compounded by intergenerational differences in values and increasingly geographically dispersed family members. 

On the asset allocation side, next-generation clients are pivoting away from the liquid, conservative preferences of their elders to more growth-oriented investment strategies. While private banks are under pressure to develop expertise in alternative and digital assets, thematic and sustainable investments are enticing this impact-driven client segment. Younger investors are demanding access to real-time information, instant communications, and hyper-personalised portfolios, and private banks are investing in digital tools in order to keep pace with robo-advisory challengers.

This webinar will convene leading wealth managers seeking to win the trust of Asia’s elusive next-generation private clients. Chaired by Owen Walker, Singapore Correspondent at the Financial Times, our panel will explore the differing demands of this emerging client base, while spotlighting the importance of robust family governance structures, alluring digital capabilities, and alternative assets expertise.

Gain Insights into Generational Wealth  

Learn practical strategies to bridge the gap between younger and older clients' values, expectations, and investment behaviours.

Address Family Wealth Challenges

Explore best practices for mitigating family disputes and fostering a shared vision for wealth management, ensuring lasting harmony and financial success across generations. 

Stay Competitive in a Digital World

Learn how private banks are adapting to the rise of digital and alternative investments to strike the perfect balance between technology and personal relationships.  

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