Delayed exits and concentrated technology holdings are reducing wealthy families&#8217; flexibility, making specialist investment expertise and decision-making clarity increasingly important.

While product offerings and client interest continue to increase, shifting digital assets into core portfolio allocations requires fundamental structural evolution.

J.P. Morgan Private Bank strengthens its Greater China leadership while WRISE elevates its Middle East operations following strong regional growth.

Insurance and inheritance services are addressing the practical challenges of passing on cryptocurrency, leaving families to assess issues of control, access and service provider obligations. 

Singapore and Hong Kong are well positioned to benefit as families look beyond returns to jurisdictions that offer greater protection and structures to their wealth, Julius Baer says.



The senior appointees will bolster third-party fund distribution across intermediaries and scale digital platform advisory services for clients in Asia Pacific.

Local partnerships can ease the cost of entering Southeast Asian markets, but the quality of client relationships and the expense of servicing them will determine whether expansion is sustainable.

The latest survey from Citi reinforces the role of AI in investment decision-making, but wealthy investors prefer the hybrid model: AI and human advisers working together.

Tokenisation is opening new pathways into equities, commodities and alternative investments, but investors must look beyond the underlying asset and assess the infrastructure supporting it.

Preparing spouses early can help safeguard family wealth and preserve continuity across generations.



Private equity continues to navigate an evolving market environment, with deal activity, competition and exits remaining in focus. In KKR&#8217;s latest insights piece,  <i>A Clearer View of Private Equity</i>, KKR looks beyond the headlines to examine the broader dynamics shaping the asset class and the considerations for investors today. 

Artificial intelligence (AI) is redefining global equity markets, with the US and China at the centre of a multi-decade innovation cycle. For private wealth allocators, capturing this opportunity requires more than thematic exposure &#8211; it demands deep sector expertise, high-conviction positioning and a disciplined, research-led process, explains Wan Chengshui of Global Value Chain Investment Corporation (GVC).

The wealth management industry is ignoring the surviving wives who will inherit Asia's fortunes first, leaving these crucial decision-makers unprepared to manage family empires, the firm's Asia chief says.

As central banks resume tightening, James Durance touts 'career-high' yields and daily liquidity to family offices, while warning that a flood of AI-driven debt could trigger a market event.

Family offices are piling into liquid hedge funds for downside protection and venturing deep into the AI supply chain for growth, says Pictet&#8217;s top fund selector for Asia.

Family offices and private investors are keeping their risk appetite firm, piling into multi-asset products, tech stocks, and gold.

After a $250m Blackstone buyout, one tech family faced a new challenge: how to invest the windfall. They hired Ricardo Beninatto to build an institutional-grade portfolio from scratch.

China wants a 20% cut of offshore trust assets. Wealthy families now have 90 days to find the cash.

Family offices face a private markets liquidity squeeze

Hong Kong wealth managers embrace digital assets, but portfolio adoption remains limited

J.P. Morgan Private Bank names Taiwan market head, WRISE promotes Middle East CEO

Bitcoin inheritance creates a new test for wealth advisers

Asia gains from shift towards safe-haven wealth jurisdictions

Lazard and Syfe announce key advisory and distribution appointments in Asia

Wealth managers face a tougher test of profitable growth in Asia

Hong Kong's wealthy embrace AI, but few trust it with full wealth management

How wealthy investors are navigating the rise of tokenised real-world assets

The spouse succession gap: What traditional estate planning overlooks

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Asian private banks are overlooking widows in the great wealth transfer, Janus Henderson says

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‘Hedge funds came back big time’: Asian family offices chase liquid protection and deep value in AI

Asia’s wealthy buy the dip in risk assets despite high US rates

From a $250m Blackstone buyout to 70% fixed income: Inside a new single family office

China’s global tax hunt is closing in. Now comes the hard part

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