As capital flows surge across Asia, the $1-trillion firm calls for a focus on investor education to anchor the industry’s aggressive push into the mass affluent segment.
In a rare closed-door discussion, next-gens from prominent Asian families warn that true stewardship requires shifting focus from valuations to family values.
Mar 25, 2026
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Traditional banks can no longer rely on personal ties alone as tech rivals use massive digital scale to rewrite the rules of wealth management, according to Ed Lin.
Trillions of dollars in wealth are shifting hands as Asia's founders look past their immediate heirs to secure the future of their youngest family members.
Moving past the old "copycat" label, Felix Brill says China’s tech breakthrough is forcing a global rethink on the market, while a rising interest in longevity is reshaping wealth strategies across Asia.
With trillions of dollars in wealth transfer underway in Asia, Bonnie Qiu is doubling down on regional hubs and AI technology to speed up services for a new generation of global clients.
As rising government debt challenges traditional safe havens, Tatjana Greil-Castro believes robust corporate balance sheets and emerging market value now offer a more reliable path for private wealth.