Family Office

Delayed exits and concentrated technology holdings are reducing wealthy families’ flexibility, making specialist investment expertise and decision-making clarity increasingly important.

J.P. Morgan Private Bank strengthens its Greater China leadership while WRISE elevates its Middle East operations following strong regional growth.

The bank’s latest offering gives wealthy clients access to Keppel’s Asia-Pacific data centre strategy, extending its range of alternative investments.

Local partnerships can ease the cost of entering Southeast Asian markets, but the quality of client relationships and the expense of servicing them will determine whether expansion is sustainable.

The Taiwanese lender is adding Swiss investment and succession-planning expertise as Taiwan expands its regulatory framework for serving wealthy families.

Julius Baer’s latest research highlights the challenge of turning founder-led wealth into shared ownership.

Investors want returns beyond Bitcoin’s price gains, but appetite outpaces deployment. Custody, liquidity and the source of yield remain central to the investment decision.

Portfolios can be inherited, but leadership cannot. As a massive generational wealth transfer looms, top private banks are partnering with elite universities to prepare heirs for the realities of family governance and enterprise stewardship.

The firm’s latest survey shows rapid adoption plans for tokenised funds and digital cash settlement among wealth and asset managers.

The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.

As a massive wealth transfer accelerates, the region's ultra-rich are more concerned about investment risks and tax hurdles than inheritance disputes.

As younger family members shift capital into private markets and tech, a reluctance to discuss money with older relatives is complicating succession planning.