Lina Lim drives BlackRock’s customised portfolio services for ultra-high-net-worth clients, while Koh Pi Hann takes charge of Zedra’s regional fund operations.
From navigating multi-jurisdiction lifestyles to preventing corporate fire sales, Asian founders face a 10-year deadline to organise their cross-border assets before passing down their fortunes, warns the wealth chief of Sun Life.
As the ultra-rich across Greater China increasingly diversify assets into European jurisdictions, the Geneva-based bank is strengthening its offshore advisory capabilities.
As younger family members shift capital into private markets and tech, a reluctance to discuss money with older relatives is complicating succession planning.
A new Citi Wealth survey reveals the region's ultra-wealthy are shifting towards active management and direct investments to navigate market volatility.
The wealth management industry is ignoring the surviving wives who will inherit Asia's fortunes first, leaving these crucial decision-makers unprepared to manage family empires, the firm's Asia chief says.