Wealth Planning

The proposed deal builds on a strategic partnership announced in March, with IFCG considering the adoption of WRISE’s AI-driven adviser technology after the transaction closes.

The democratisation of private markets is giving family offices and wealthy investors enhanced access, but experts warn that liquidity risks remain easy to underestimate.

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 Singapore-based single family office is examining whether surging computing demand will create new opportunities across power generation, energy infrastructure and critical industrial supply chains.

The partnership will offer access to private assets, infrastructure and venture investments through a range of evergreen private markets funds.

Real assets are gaining favour over private credit among the region's wealth advisers, but client adoption remains stubbornly low, new report finds.

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.

As the ultra-rich across Greater China increasingly diversify assets into European jurisdictions, the Geneva-based bank is strengthening its offshore advisory capabilities.

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.