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.
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.
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.
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 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.
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.
Creating a robust family governance structure
Christian Stewart of Family Legacy Asia explains how families can put in place a solid and sustainable governance system for family-owned businesses, to ensure their smooth running and avoid conflict.
Managing multi-jurisdictional wealth
Barbara R. Hauser of Barbara R Hauser LLC discusses the various steps and challenges involved in helping families manage their multi-jurisdictional wealth in an effective and sustainable way.
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.
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.
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.
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.
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.
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.
Techniques for advising on inter-generational wealth transfer
Ser-Keng Ang of Singapore Management University talks about some of the key issues and considerations for relationship managers when advising their clients and wider families on wealth transfer.
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.
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.