A time for change in approaches to wealth planning
William Ahern, principal of Family Capital Conservation, explains to Hubbis about how various regulatory, tax and generational changes are impacting the approach individuals and families are taking to their longer-term planning - especially in China.
The Skandia approach to wealth solutions in Singapore
Craig Ellis, head of region and principal officer for Skandia International Group in Singapore and South-east Asia, tells Hubbis why the firm is well-placed to make the most of the potential in the local market for estate planning structures and other long-term solutions.
How to avoid conflicts and losses due to divorce
Marcus Dearle, Hong Kong Office managing partner at Withers, talks to Hubbis about the tools, structures and techniques which can help individuals structure their assets to preserve wealth from the risk of divorce.
Using trusts and choosing trustees
Chee Fang Theng, director, advocate & solicitor, at Pan Asia Wikborg Rein, talks to Hubbis about the decision-making process for high net worth clients in relation to the types of trust structure – as well as trustees – they use to manage their wealth.
Trends in managing multi-jurisdictional wealth
Martin Crawford, chief executive officer at OV Group, explains how he sees the role of wealth planning evolving, especially relating to cross-border advice, including the appeal of different jurisdictions and structures.
Making more of life insurance
Thomas Henze, chief executive officer of Swiss Life in Singapore, explains the role and application of investment-linked insurance solutions as a key component of wealth structuring in areas such as succession planning, asset protection and tax optimisation.
Facing up to the reality of increased transparency
Peter Golovsky, managing director and global head of private clients at Amicorp Group in Hong Kong, explains what today’s increasingly transparent and compliant world means for fiduciary services, and for the role of advice in wealth planning.
Dealing with the pitfalls of settlors being in control
William Ahern, principal of Family Capital Conservation, looks at some of the issues and risks which can arise in structures which fulfill the desire by clients to retain as much control as possible over a trust – and explains how to tackle these effectively.
How Indians can get overseas residency
High net worth Indians can invest abroad and obtain residency and citizenship to achieve their financial and non financial goals, says Prashant Ajmera of Ajmera Capital.
How to flourish in a tough landscape for trust services
Nigel Rivers, TMF Group’s managing director in Hong Kong, and regional director of private clients for the firm in Asia Pacific, explains to Hubbis why the firm is well-positioned to prosper in an environment of greater complexity – but one which requires a tailored and independent approach yet with sufficient global scale.
Accessing China's growing appetite for trusts
Alex Cho, managing director at Intertrust Group in Hong Kong, talks to Hubbis about the increasing interest in trusts from wealthy mainland Chinese as part of the realisation of the value of proper estate and succession planning – and explains how to make the most of this business opportunity.
Tackling a more complex world for trusts
Andrew Miller, partner and global head of trust at Walkers, and Lee Syin Long, head of trusts for Walkers in Asia, talk to Hubbis about how advisers and clients should think about structuring their assets in a more burdensome environment.
Repositioning Switzerland for private banking
Peter Triggs, managing director, and head of international clients and wealth structuring at DBS Private Bank, explains to Hubbis how Swiss private banks – and the industry generally – should redefine value propositions and engage Asia in a more meaningful way.
Handling tricky wealth planning topics
Relationship managers must be more proactive around helping their clients tackle thorny issues such as death, divorce and disputes in creating suitable plans for wealth transfer and general estate planning.
Getting planning and structuring right
Peter Triggs, managing director, and head of international clients and wealth structuring at DBS Private Bank, explains to Hubbis the many considerations for clients around ensuring they get the most appropriate advice on their wealth planning needs.
A shift towards more bespoke trust structures
Markus Grossmann, managing director of Trident Trust in Singapore, talks to Hubbis about some of the main trends and opportunities in wealth planning in Asia, and explains the need for greater education and knowledge to address current shortcomings.
A growing role for tax planning
Bernard Rennell, chief executive officer, North Asia, global private banking, and global head of private wealth solutions at HSBC Private Bank, discusses the bank’s approach to – and the increasing significance of – tax structuring and trusts for local clients.
Using pre-nuptial agreements
Rita Ku of Withers explains the trends and applications of pre-nuptial agreements, especially given the increasing number of divorces, and looks at how the courts view these agreements.
The role and use of trusts in divorce proceedings
Rita Ku of Withers discusses the various issues and considerations around the use and role of trusts in terms of divorce proceedings and related court hearings.
Wealth planning - the pitfalls of not planning
Marcus Leese of Ogier looks at the main reasons why many wealthy individuals and families don’t engage in effective wealth planning, and at the dangers this poses, and also explains how to overcome this.
The basics of pre-nuptial agreements
Rita Ku of Withers explains the main features, characteristics and content of pre-nuptial agreements, and looks at some common misconceptions.
Understanding divorce proceedings and tactics in Hong Kong
Rita Ku of Withers explains some of the key proceedings and factors in relation to getting divorced in Hong Kong, and looks at the implications of the landmark ML v YJ case – especially in terms of divorce tactics.
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.
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.
HSBC's approach to wealth planning
Bernard Rennell, chief executive officer, North Asia, global private banking, and global head of private wealth solutions at HSBC Private Bank, explains the bank’s approach to wealth planning, and reveals what it does to build trust with its clients to get them to open up about their succession planning needs.
Taking a more proactive approach to succession planning
Bernard Fung, head of family office services and philanthropy advisory within Credit Suisse’s private banking division in Asia Pacific, talks to Hubbis about the increasing realisation and action by HNW clients – and especially family business founder-leaders – in relation to succession planning.
Supporting the shift towards the next generation
Nigel Rivers, managing director of TMF Group in Hong Kong, and the regional director of private clients in Asia Pacific, outlines how the increasing focus on inter-generational wealth transfer and the many considerations around planning for future generations is influencing how HNW clients today are thinking about how they manage and plan their wealth.
Taking advantage of Asia's “bull market” for wealth planning
One of the biggest strategic opportunities for the wealth management industry in the long-term lay in its ability to service the increasingly urgent and complex needs of HNW clients in relation to succession planning and inter-generational wealth transfer. But only if they can overcome the main blockage at both the client and RM levels – education.
Getting the approach to wealth structuring right
In line with the many regulatory, tax and general transparency-driven developments globally, there is a growing focus within Asia’s advisory community on how to make the best use of trust and other structures as part of the various wealth planning options available to HNW clients.
Understanding wealthy Asian families
Christian Stewart of Family Legacy Asia explains the various issues and needs of wealthy families in the region, especially overseas Chinese families, and looks at how patriarchs should approach succession planning.