In our Digital Dialogue of April 29, a panel of experts will focus on the needs and expectations of the next generations of Asia’s private clients, and how the private banks and independent wealth management providers can tailor their offerings and the approach to retain and/or attract those clients, and how they can maximise the opportunities ahead, for those clients and for their own businesses. With many trillions of dollars of wealth due to change hands in the coming few decades from the founder and second generations to the younger generations, and with so many of the third and fourth generations building their own businesses, or planning to do so, the wealth management community must grasp the opportunity to forward their activities and their propositions.

It is well known that the younger wealth generations in Asia are usually highly educated, often in long-established Western institutions, which leads to a wider understanding of worldly matters, of wealth management issues, and often serves to boost their entrepreneurial hunger as well as enhancing their focus on governance generally, and on sustainability in the family business and indeed in financial investments. They are digital natives, and often more inclined than their parents or grandparents to adopting a more professional structured approach to family wealth, frequently desiring to focus on either their new businesses, their lifestyles, or even social impact pursuits. As a result, we know that Asia’s wealth management community, and indeed the global wealth management ecosystem, must adapt their products, solutions and services to cater to the needs and expectations of these younger generations. The family office can often help draw them in to the centre of the family’s affairs, hence we are already seeing them take an increasing role in the growing numbers of family offices in the region.

The wealth industry in Asia needs to understand and address the key differences between the generations to develop value, trust and a pull-together attitude, and then design products and solutions to suit the different generations.

Apr 29

The new normal requirements of the next-gen client

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Lee Wong

Lombard Odier

Lee Woon Shiu

DBS Private Banking

Nick Xiao

Hywin International

Dominic Volek

Henley & Partners

Ross Belhomme

Asiaciti Trust

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Event Agenda
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  • 15.00pm

    The new normal requirements of the next-gen client

    • What do we know and what should we know of the younger generations of wealthy and soon-to-inherit clients in Asia?
    • What can wealth managers do to reach out and connect to these NextGen?
    • What do the younger private clients of today and of the future expect from the wealth management industry in terms of style, advice, investments, structures and jurisdictions?
    • How can we characterise their approach compared to the founder or even the second generation?
    • Where do the NextGens sit with regards to investment driven by ESG principles, ethics and sustainability, and are Asia’s wealth management players deliver on this proposition?
    • What about life insurance, how does this feature for these younger clients, many of whom are decades away from retirement or old age?
    • What role does digital play in engaging with these NextGens, or is digital simply ‘hygiene’ today rather than a genuinely differentiating factor?
    • In short, what are the opportunities ahead in working with the NextGen clients of Asia, and how can the Asian and indeed global wealth management industry provide them with laser-targeted advice, products and solutions?
    • How do you intend to boost your engagement with Asia’s NextGen clients?
    • What’s their approach to Residency and Citizenship planning?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Lee Wong

    Head of Family Services, Asia

    Lombard Odier

    Lee Woon Shiu

    Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions

    DBS Private Banking

    Nick Xiao

    Chief Executive Officer

    Hywin International

    Ross Belhomme

    Managing Director, Singapore

    Asiaciti Trust

    Dominic Volek

    Member of the Executive Committee and Group Head of Private Clients

    Henley & Partners

  • 16.00pm

    Webinar Ends

Apr 29

The new normal requirements of the next-gen client

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Lee Wong

Lombard Odier

Lee Woon Shiu

DBS Private Banking

Nick Xiao

Hywin International

Dominic Volek

Henley & Partners

Ross Belhomme

Asiaciti Trust

Apr 29

The new normal requirements of the next-gen client

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners

platinum

Apr 29

The new normal requirements of the next-gen client

3.00pm - 4.00pm HKT/SGT

REGISTER