Family Office

Julius Baer’s latest research highlights the challenge of turning founder-led wealth into shared ownership.

Investors want returns beyond Bitcoin’s price gains, but appetite outpaces deployment. Custody, liquidity and the source of yield remain central to the investment decision.

Portfolios can be inherited, but leadership cannot. As a massive generational wealth transfer looms, top private banks are partnering with elite universities to prepare heirs for the realities of family governance and enterprise stewardship.

The firm’s latest survey shows rapid adoption plans for tokenised funds and digital cash settlement among wealth and asset managers.

The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.

As a massive wealth transfer accelerates, the region's ultra-rich are more concerned about investment risks and tax hurdles than inheritance disputes.

As younger family members shift capital into private markets and tech, a reluctance to discuss money with older relatives is complicating succession planning.

A new Citi Wealth survey reveals the region's ultra-wealthy are shifting towards active management and direct investments to navigate market volatility.

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.

Major institutional investors and family offices are increasing their liquidity allocations and pulling back from private debt, moving away from pure yield-chasing as inflation and geopolitical risks put them on the defensive.

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.

The launch reflects intensifying competition to connect Singapore’s growing family office sector with direct investments and institutional-grade private-market opportunities.