Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia

In Hubbis latest Digital Dialogue discussion, a panel of hand-picked wealth management experts focused their attention on the needs and expectations of the next generations of Asia’s private clients.

They debated how the private banks and independent wealth management providers can tailor their offerings and their approaches to retain and/or attract those clients, and how they can maximise the opportunities ahead, for those clients and for their own wealth management businesses.

With many trillions of dollars of wealth due to change hands in the coming decades from the founder generations and to the second and third generations, and with so many of the younger generations also building their own businesses, or planning to do so, the wealth management community must grasp the opportunity to forward their activities and their propositions.

From this whitepaper you can learn:

  • Why do Asia’s NextGens represent such an important market potential for Asia’s wealth management community
  • What assistance or advice can you give to the older generation to help them involve the next gen in financial discussions?
  • How do the needs and expectations of these NextGens differ from the founder and even second-generation wealthy clients in Asia?
  • What can wealth managers do to reach out to, connect to and win over these NextGen clients?
  • How does the wealth management industry help deliver on the issues of sustainability and ESG-centricity that appears so important for the NextGens?
  • and more

Download the whitepaper now to understand what are the major opportunities ahead in working with the NextGen clients of Asia, and how can the Asian and global wealth management industry provide them with laser-targeted advice, products, and solutions. 

Access the resource
via the form below

Share

Wealth Dynamix
Wealth Dynamix

Wealth Dynamix Team

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

eBook: 10 Reasons to Choose Wealth Dynamix

10 October 2022

eBook: 10 Reasons to Choose Wealth Dynamix

As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.

3 min. read

eBook: Building an Effective Business Case – 7 Pitfalls to Avoid

22 August 2022

eBook: Building an Effective Business Case – 7 Pitfalls to Avoid

In this eBook we lay out 7 pitfalls that we hope can support you in making the best possible business decisions. These are lessons learned from our decades of collective experience in delivering transformational CLM solutions to many of the leading names in Wealth Management, Private Banking and Asset Management.

3 min. read

Whitepaper: Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets

21 August 2022

Whitepaper: Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets

The premise for our Digital Dialogue discussion with Hubbis in July was that Relationship Managers will continue to be central to the delivery of productive client relationships in the Asian wealth management industry, particularly for the healthy HNW and UHNW segments.

3 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding