BT Correspondents27 Nov 2022

How to achieve seamless wealth transfer: WealthBT Ep 20

Synopsis: Learn to protect and grow your wealth in this monthly Business Times podcast series for affluent individuals, hosted by BT wealth editor Genevieve Cua.

Can transferring your wealth to the next generation really be easy? The bottom line is: the issue of succession or wealth transfer requires a lot of thought and planning. Genevieve Cua speaks to Angie Han, head of wealth planning for South Asia from Pictet Wealth Management for more insights.

This episode is brought to you by Pictet Wealth Management.

Highlights (click/tap above):

01:30 How much wealth involved in the intergenerational wealth transfer in Asia

03:10 Planning is required for wealth transfer: some considerations

06:15 How family offices help in wealth structuring and transfer

08:23 What a seamless wealth transfer means

10:03 A will alone may not suffice; role of trusts

11:50 Why 70% of intergenerational wealth transfers fail

14:45 How philanthropy helps to keep families engaged

Produced by: Genevieve Cua (gen@sph.com.sg) & Howie Lim

Edited by: Howie Lim

More about:

Pictet Wealth Management Asia

https://asia.group.pictet/

Asian Family Offices Multiplying

https://www.pictet.com/sg/en/insights/asia-s-family-offices-multiply

Asian Family Offices Overcoming Challenges

https://www.pictet.com/sg/en/insights/asian-families-on-a-steep-learning-curve

Follow WealthBT podcasts and rate us at:

Channel: http://bt.sg/btwealthbt

Apple Podcasts: http://bt.sg/wbAP

Spotify: http://bt.sg/wbSP

Google: http://bt.sg/wtGO

SPH Awedio app: https://www.awedio.sg/

Website: http://bt.sg/wealthbt

Feedback to: podcast@sph.com.sg

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

Discover more BT podcast series:

BT Money Hacks Podcast at: https://bt.sg/btmoneyhacks

BT Mark To Market Podcast at: http://bt.sg/btmark2mkt

BT Podcasts at: http://bt.sg/pcOM

PropertyBT at: http://bt.sg/btpropertybt

BT Market Focus at: http://bt.sg/btmktfocus

BT Branded Podcasts: http://bt.sg/btbrpod

#BTPodcast

See omnystudio.com/listener for privacy information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(221)

Investing in an era of AI, techflation and higher bond yields

Bond yields are spiking, the AI trade is wobbling, and the dollar's dominance is under threat — is your portfolio ready? In this episode of WealthBT, wealth editor Genevieve Cua sits down with Kelvin ...

7 Sep 21min

Rising bond yields and the Singapore market

DBS, OCBC and UOB have soared this year while the real estate investment trusts have struggled. Will rising bond yields reinforce this divergence? Or, are the banks getting too expensive? Why are bond...

31 Aug 20min

Lifting the hood on changing needs of home buyers and tenants

Get insights on what matters when people look for a home and PropertyGuru’s value proposition. How do people search for homes? What do buyers and tenants want? Learn about how AI impacts agents, buyer...

24 Aug 24min

Asia-Pacific aviation: is up really the only way?

Asia-Pacific’s aviation market is booming, but is it built to last? With billions of new passengers expected and a massive aircraft backlog, the industry is flying on a knife-edge. From supply chain b...

17 Aug 28min

Are lower private hospital Shield claims on the cards?

Private hospital bills and Integrated Shield Plan (IP) premiums have been climbing steadily, raising concerns about affordability for Singaporeans. Genevieve Cua sits down with Jeffrey Law, chief comm...

10 Aug 18min

Frasers Property’s hospitality revamp

Frasers Property Ltd (FPL) is working with its controlling shareholder to lighten its balance sheet after taking its hospitality Reit private. Its group chief financial officer Loo Choo Leong talks to...

3 Aug 18min

Prospects and challenges for Singapore's hotel industry: the impact of AI and robots

Get insights on latest developments, trends and challenges in the vital hospitality sector. How does a homegrown hospitality management group compete? Will more locals be drawn to hospitality careers?...

27 Jul 20min

Big everywhere else: Carro CEO explains its latest move into Australia and future plans

What does it take to transform the second-hand car industry? Host Derryn Wong sits down with Aaron Tan, CEO of Carro, to explore how AI and a platform-driven business model are bringing greater transp...

20 Jul 16min