How to create an effective wealth transfer strategy
William Ahern of Family Capital Conservation explains the various issues, considerations and tools involved in advisers putting in place a robust and appropriate succession plan for wealthy clients.
How can advisers tap Asia's wealth transfer potential?
As many of Asia’s first generation of high net worth individuals near the end of their lives, advising them on succession planning offers the private banking and wealth management industry an unprecedented business opportunity.
Tapping Asia's wealth transfer potential
Mark Smallwood of Deutsche Bank Private Wealth Management discusses the challenges and opportunities in relation to wealth transfer in Asia, and explains what advisers can do in this area.
A toolkit for a successful wealth planning strategy
Mark Smallwood of Deutsche Bank Private Wealth Management explains some of the main tools available to relationship managers and advisers when creating a succession plan for their clients.
Putting in place a suitable estate plan
Brendan Harper of Friends Provident International discusses the components of an effective estate plan, and explains how individuals and their advisers can implement an appropriate strategy.
HNW clients struggle with trust in the wealth planning process
A survey by Barclays Wealth to explore the importance of succession planning, and to understand how wealthy individuals seek to divide wealth amongst their children, has found that trust in the wealth transfer process is something that many people struggle with.
The importance of estate planning
Elizabeth Thomson of ICS TRUST explains why it is so important for families and individuals to have in place an estate plan, and looks at some of the problems which arise from not being prepared.
The growing importance of wealth planning in Asia
Jonathan Hubbard of UBS Wealth Management explains why wealth planning is increasingly important and relevant in Asia, and the role it plays within wealth management.
The growing role of wealth planning in Asia
Fan Choi of Coutts discusses the drivers for the increasing focus in Asia on the need for wealth planning, and looks at some of the trends in the tools and structures being used.