Topic
Every InvestIQ Asia story tagged Succession & Next Generation. Subscribe below to get the latest intelligence by email.
Private Wealth
27 Oct 2026
Sun Life data shows most family businesses reject equal division as the definition of fairness, yet formal succession planning and next-generation readiness continue to lag sharply behind stated willingness.
Private Wealth
26 Oct 2026
Raffles Family Office is directing its Hong Kong-licensed Revo platform at stablecoin holders. The permissions cover advice and asset management, not in-house custody, and they sharpen the question of whether on-chain capital belongs in the core mandate.
Private Wealth
15 Oct 2026
Hana Securities has formally designated its first ten ultra-high-net-worth families for a closed family-office service. The deliberate capacity constraint and the inclusion of succession strategy as a core deliverable indicate a shift from open product platforms toward gated, multi-disciplinary advisory models in the Korean market.
Analysis
13 Oct 2026
HSBC’s India ambitions and Bank of Singapore’s South Asian franchise build are expanding wealth-management coverage. Regional studies on allocation discipline and beneficiary readiness suggest that winning assets and preparing families to manage them are separate challenges.
Private Wealth
7 Oct 2026
A series of senior hires, including the latest addition of former UBS banker Anirudh Singh, forms part of a broader effort to capture non-resident Indian and South Asian wealth flows while strengthening the bank’s ultra-high-net-worth and family-office offering.
Opinion
1 Oct 2026
Sun Life Asia’s latest legacy study finds that among those worried their wealth will not survive the next generation, beneficiary readiness is the top concern at 52 per cent, ahead of market volatility at 49 per cent and family conflict at 44 per cent. Seventy per cent worry wealth will not last beyond the next generation, even as documented legacy plans have more than doubled year on year.
Private Wealth
17 Sep 2026
UOB Private Bank’s sixth Next Generation Programme took 26 successors from seven markets to Shanghai and Hangzhou from 31 August to 4 September 2026, pairing company visits with sessions on succession and family office management.
Private Wealth
28 Aug 2026
As ultra-high-net-worth individual client demands shift toward complex, multi-tiered succession planning, J.P. Morgan Private Bank solidifies its regional distribution network with a major senior advisory onboarding in Hong Kong.
Private Wealth
27 Aug 2026
As major European and Swiss private banking institutions enforce increasingly bureaucratic client-onboarding processes, independent multi-family offices in Singapore deploy creative payout structures to strip away top-tier relationship managers.
Private Wealth
24 Aug 2026
Overcoming a historical self-directed trading bias across the Singapore and Hong Kong wealth axis, UBS Global Wealth Management capitalises on generational diversification demands via its customisable architecture.
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