<\/p>\n
The inheriting generation is reshaping how family wealth is managed and who they trust to manage it.<\/p>\n
Among the respondents, 11 per cent resided in Asia, though UBS noted the figure is understated, as some second-generation members of Asian families are based in Europe and the US.<\/p>\n
\u201cIn the past, many of our clients found it taboo talking about succession and wealth transfer in Asia, particularly because of our culture,\u201d said Young Jin Yee, co-head of UBS global wealth management for the Asia-Pacific.<\/p>\n
\u201cBut today, more and more of our clients are a little bit more open and they approach it much earlier, and also in a more structured and professional way.\u201d<\/p>\n
She presented the findings with Conrad Huber, next-generation lead and head of UBS global wealth management for Indonesia and Japan international.<\/p>\n
The \u201cnext-generation\u201d label is defined by UBS as \u201cthe inheriting generation, stepping into responsibility within their families\u201d. Survey respondents represented \u201cthe full age spectrum\u201d, though a majority were between 26 and 40 years of age.<\/p>\n
When it comes to choosing a wealth manager, next-generation clients are clear on what they want.<\/p>\n
Networking opportunities were the biggest differentiating factor for 78 per cent of the next generation, far outpacing the second-ranked factor, legal and tax consultation, which came in at 56 per cent.<\/p>\n
In terms of what the next generation invests in, UBS found \u201cmore muted\u201d enthusiasm for newer asset classes such as digital assets, with just 11 per cent invested in cryptocurrencies. Traditional assets such as stocks and bonds accounted for 79 per cent of holdings.<\/p>\n
The next generation \u201cdrives strong interest in sustainability and impact investing, with nearly half building exposure to these investment themes\u201d, UBS noted.<\/p>\n
Succession takes different forms across the regions; the report revealed a cultural divide in how wealth transfers are perceived.<\/p>\n
In the Asia-Pacific, 57 per cent associate wealth transfer with a family milestone, usually with the death of a family member.<\/p>\n
In Europe and North America, more tend to \u201cassociate wealth transfer with taking on responsibility\u201d. UBS found that 45 per cent of the next generation in Europe and 67 per cent of those in North America hold such a view.<\/p>\n
Huber said that over time, Asia-Pacific families\u2019 perceptions may begin to shift and converge with those of their counterparts in Europe and North America.<\/p>\n
He pointed out that UBS sees the wealth transfer across generations not as a disruption, but a journey with \u201ca long runway\u201d.<\/p>\n
\u201cThey the next generation will have to have great responsibility for managing a lot of wealth,\u201d he added. \u201cIt is a very different pressure \u2013 one that we cannot imagine ourselves.\u201d<\/p>\n
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The inheriting generation is reshaping how family wealth is managed and who they trust to manage it. Among the respondents, 11 per cent resided in Asia, though UBS noted the figure is understated, as some second-generation members of Asian families are based in Europe and the US. \u201cIn the past, many of our clients found […]<\/p>\n","protected":false},"author":1,"featured_media":6075,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-6074","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bez-rubriki"],"featured_image_src":{"landsacpe":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/05\/UBS-1.jpg",612,407,false],"list":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/05\/UBS-1-463x348.jpg",463,348,true],"medium":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/05\/UBS-1-300x200.jpg",300,200,true],"full":["https:\/\/relinvestmentsgroup.com\/wp-content\/uploads\/2026\/05\/UBS-1.jpg",612,407,false]},"_links":{"self":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts\/6074","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/comments?post=6074"}],"version-history":[{"count":1,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts\/6074\/revisions"}],"predecessor-version":[{"id":6076,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/posts\/6074\/revisions\/6076"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/media\/6075"}],"wp:attachment":[{"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/media?parent=6074"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/categories?post=6074"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/relinvestmentsgroup.com\/en\/wp-json\/wp\/v2\/tags?post=6074"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}