Succession Planning 2018: Perceptions and Opportunities for HNWIs

As Asia’s first generation of HNWIs/UHNWIs approaches retirement, succession planning and inheritance issues becomes a top concern for the super-rich in the region.

Research suggests that, by 2020, Asia – which today has the world’s largest HNW population – could be home to more than US$14.5 trillion in HNW wealth. China alone will account for over 50% of this total, according to Julius Baer.

In partnership with Transamerica Life Bermuda, this year’s survey investigates the industry’s perception of succession planning, clients’ needs for effective wealth transfer and wealth preservation, and the role of HNW insurance solutions in succession planning.

Kindly note that the survey takes approximately 10′-15′, and all our collected data will be treated with utmost confidentiality; we will present data only on an aggregated basis, and we will not disclose any information about our contributors on an individual basis. We are also happy to provide you with an NDA, if necessary. Last, all contributors will receive an executive summary of our research findings!

For more information, contact Stratos Pourzitakis at

This survey is conducted independently by Asian Private Banker, but is made possible through the sponsorship of Transamerica Life Bermuda.


Contribute to this year’s survey and be the first to receive the executive summary results this fall.