Wealth Solutions & Wealth Planning

White Paper - The internationalisation of Chinese wealth

Jersey Finance

Oct 23, 2016

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In October 2016, we published a White Paper, in conjunction with Jersey Finance, to highlight key trends linked to the demand for advice and solutions amid the flow of assets and people from Mainland China.

Increasingly, Chinese HNW and UHNW clients are looking for new wealth management options, especially cross-border solutions, to diversify, protect and grow their wealth in today’s complex world.

They are increasingly aware of the various challenges they face in relation to business succession planning and the transfer of their personal wealth to the next generation. This has brought with it a growing demand in terms of diversification of product, channel and destination.

These trends present significant opportunities for wealth managers and professional services firms targeting this growing segment.

This was the backdrop for proprietary research conducted by Hubbis and Jersey Finance.

I hope you find these initial insights interesting and valuable.

We welcome and greatly appreciate your thoughts and feedback - please email [email protected]

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