Succession Planning Report 2019

Succession Planning 2019

Asia is expected to be the fastest growing HNW region over the next five years. Research suggests that, by 2020, Asia could be home to more than US$14.5 trillion in HNW wealth. The future of how wealth is managed is becoming increasingly intertwined with purpose as the Next-Gen of HNWIs are expected to take over within the next 10-15 years.

Understanding the current behavior and preferences for different segments of HNWIs is crucial for providing a suitable and successful wealth transfer and succession planning insurance solutions.

Asian Private Banker, under the sponsorship of Transamerica Life Bermuda, examines the key factors and behaviors of HNWIs’ decision-making in the wealth transfer and succession planning space.

The questionnaire takes approximately 10’ to complete, and all questions refer to your business in Asia (ex-Japan). If you consider any question(s) too complicated or sensitive, please ignore them or feel free to contact our Research Team. Last, be assured that all collected data will be handled with the utmost confidentiality, and they will only be presented on an aggregated basis.

As a token of our appreciation, you will be the first to receive the executive summary of our research findings and our full report.

For more information, contact Shunta Kamba at shunta.k@asianprivatebanker.com.

This questionnaire addresses relationship managers at private banks, independent asset managers, external asset managers and multi-family offices, as well as end-clients who have or are considering purchasing high net worth life insurance. It is conducted independently by Asian Private Banker, under the sponsorship of Transamerica Life Bermuda.

COMPLETE THE QUESTIONNAIRE AND SHARE YOUR VIEWS

It takes only 10 minutes to contribute to this year’s survey. In return, you will be the first to receive the executive summary of our research findings and the full report.