From navigating multi-jurisdiction lifestyles to preventing corporate fire sales, Asian founders face a 10-year deadline to organise their cross-border assets before passing down their fortunes, warns the wealth chief of Sun Life.
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.
The partnership will begin with a bespoke global multi-asset portfolio and extend into wealth planning, intergenerational transfer and adviser development.
Locked holdings, layered investment vehicles and limited collateral value are complicating private-market exposure, while AI is changing what wealthy clients expect from their relationship managers.
The industry can offer tailor-made hybrid funds to fix the liquidity issues frustrating wealthy Asian investors, says the global head of L&G's $1.7 trillion asset management business.
The world's largest asset manager continues its expansion into alternative investments as its adjusted operating margin hits its highest in nearly five years.
Asian family offices are turning to evergreen structures to protect their wealth and balance their real estate investments, as they look for steady income and ways to invest right away.
Investors are rotating capital from cooling private credit into AI-focused venture and private equity, but the industry’s rapid expansion is colliding with new questions regarding liquidity and performance.
Capital Group, KKR, and HSBC have joined forces on a fund that signals a growing industry push to bring Wall Street's most exclusive private deals directly to wealthy clients.