Tag: next-gen
APB Summit 2024: BNP Paribas WM, Julius Baer, UBP on engaging next-gen clients
“Playing with Legos”: Indosuez WM on innovative DPM for the next-gen
Is the new wealth legacy academy Hong Kong’s secret weapon in FO push?
“Cruel and brutal reality”: Banks that don’t engage the next-gen will see assets shrink – BNP Paribas WM
Citi introduces 11-year-olds to wealth management with new NextGen Account
This is how family legacy can be succeeded by Next Generations: Morgan Stanley PWM Asia
Planting the seeds of trust now that will bear fruit over a lifetime
Three next-gen philanthropy trends to watch in 2022
Succession planning is moving beyond wealth preservation: Steven Weekes of HSBC GPB
APB Thought Leaders:
Credit Suisse in Asia
BTO financial planning platform speeds up PB product customisation
Asia’s NextGens will professionalise management of UHNW family wealth
FOs play key role in professionalising succession planning: Golden Equator Wealth
Sustainable investing a priority for BNP Paribas WM’s next-gens
HSBC PB’s NextGen clients go ‘hands on’ in Borneo
Family offices challenging the dominance of family businesses in succession planning
Wealthy Asian families use philanthropy to “train” the next generation: UBS WM
