Impact Investing

The private bank is linking investment advice with business transition and family stewardship as it expands its services for ultra-wealthy clients.

As Indian women prepare to inherit billions in family wealth, Abha Dandekar argues that real stewardship comes from building operating experience, independence and the confidence to challenge investment decisions.

After a sustained housing boom and three decades of compulsory superannuation, an estimated A$3.5 trillion to A$5.4 trillion is expected to change hands in Australia over the coming decades.

New research shows how Asia’s richest families organise their philanthropy.

Hong Kong is positioning its discreet, registry-free ecosystem and centuries-old philanthropy framework as a unique competitive shield for the next generation of global wealth.

The move comes as the region’s wealthiest families move away from simple donations toward a more organised and professional way of handling their charity and legacy.

Families risk losing control of their legacy as a record wealth transfer approaches without the professional frameworks needed to sustain it.

In a rare closed-door discussion, next-gens from prominent Asian families warn that true stewardship requires shifting focus from valuations to family values.

Philanthropic capital can help bring in private funding for Asia’s impact projects by taking on initial losses, according to Margaret Lo from BNP Paribas Wealth Management.

Faye Ong of J.P. Morgan Private Bank champions a hands-on, strategic approach to philanthropy. She believes that for giving to be truly effective, it must be "scalable and catalytic," a principle she puts into practice through immersive client initiatives she calls her "Impact Circuit."

In an era where philanthropy is evolving from heartfelt generosity to strategic impact, Lombard Odier’s Dr. Maximilian Martin emphasizes the growing importance of due diligence, science-based solutions, and measurable outcomes.

As a bank philanthropy adviser, Mae Anderson brings the donor’s voice to the table and helps charities understand what donors care about.