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.
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.
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.
US estate and gift tax laws to impact many in Asia
A number of forthcoming changes to US tax law will adversely affect current US estate and gift tax planning opportunities, in turn impacting a substantial number of people in Asia, according to Withers, the law firm.
A day-in-the-life: wealth planner – Jonathan Hubbard
Jonathan Hubbard of UBS Wealth Management explains what his role involves as head of the firm’s wealth planning business in Asia, and looks at how to effectively work with other parts of the organisation.
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.
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.
Bedell Trust hires head of Asia Pacific
Bedell Trust has appointed Victor Ho as head of Asia Pacific to lead the development of its services to clients based in Asia, including those with family and business connections in the UK and Europe.
Taking advantage of Asia's “bull market” for wealth planning
One of the most notable obstacles to capitalising on the growing need for wealth planning for Asia’s ever-wealthier and increasingly international families continues to be education – at both the adviser level as well as for high net worth (HNW) clients.
An evolving approach to using trusts in Asia
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 structures as part of the various wealth planning options available to high net worth (HNW) clients.
Tackling wealth planning for families
Barbara R. Hauser of Barbara R Hauser LLC explains the various planning considerations and challenges for families when trying to ensure smooth governance and wealth transfer.
How to use trusts for family planning
Christian Stewart of Family Legacy Asia assesses the use of trusts as part of wealth planning for families, and explains the most effective way to use this tool in this succession process.
A growing focus on wealth planning advice
Angelo Venardos of Heritage Trust looks at how and why wealth planning is becoming more important in Asia, and how discussions with clients are evolving.
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.
Wealth planning trends in mainland China
Marcus Leese of Ogier looks at some of the trends and developments in estate and succession planning in mainland China, including key characteristics of the local market.
Proper wealth planning
Jonathan Hubbard, head of wealth planning at UBS Wealth Management in Asia, explains how high net worth (HNW) individuals in Asia should view and use trusts.
How to select a trustee
Elizabeth Thomson of ICS TRUST looks at the different types of trust companies and individual trustees, and explains how families and individuals can choose the right one for them.
How to avoid family conflict through wealth planning
Marcus Leese of Ogier explains how estate and succession planning can help families tackle potential conflict over wealth, and looks at key considerations in the process.
Withers focuses on Chinese wealth planning opportunities
Withers has hired private client lawyer Pearl Lam as special counsel, to advise on corporate reorganisation and charitable trusts.
Opportunities and challenges in wealth management in China
Hubbis' inaugural China Wealth Management Forum in November 2011 sought to foster open dialogue and debate on strategic and operational issues facing the development and growth of the industry.
Offering estate planning and philanthropy in India
Shiv Gupta of RBS looks at the role of estate planning and philanthropy as part of the services offered to wealthy individuals in India.
Report reveals key predictions for wealth planning in Asia
A recent report conducted by the Society of Trust and Estate Practitioners has revealed 19 predictions for the development of wealth planning in Asia.
Indian private banking – how to win more market share
Atul Singh of Merrill Lynch Wealth Management looks at the potential for private banks to capture a greater share of the overall wealth which exists in India, and explains how to achieve this.
RBC Wealth Management opens new trust office in Singapore
To further develop its fiduciary capability in Asia, RBC Wealth Management has launched a new trust office in Singapore.
How to be an effective adviser for wealthy families
Henry Hirzel of UBS explains some of the main skills and attributes that wealth managers need to be able to effectively advise families on wealth protection and succession planning.
How to protect family wealth
Henry Hirzel of UBS discusses some of the effective ways for families to protect their wealth from one generation to the next, paying particular consideration to the family business.
Understanding wealthy Asian families
Henry Hirzel of UBS looks at some of the specific issues for Asian families when planning for succession and the protection of the family business.
Using insurance as part of the estate planning process
Thomas Vonrueti of Swiss Life looks at the potential for using life insurance as another estate planning tool.