A historical wealth transfer is underway in APAC

As trillions in wealth passes to younger cohorts, the challenge for wealth managers is to keep up with a whole new set of expectations.

Using SS&C Advent’s wealth management solution suite, firms are empowered with tools to help attract and retain HNWIs of the future.

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Three important strategies explained

Our paper on APAC’s great intergenerational wealth transfer summarises the dramatic changes ahead, the threats for wealth managers, and three key strategies for turning heirs into clients.

1

Individuals with $5+ million in net worth are due to pass on $1.9 trillion to the next generation of Asian investors.

Wealth models that served baby boomers won’t cut it with younger generations.

2

At least 80% of millennial heirs are likely to take their investments elsewhere after they inherit.

High levels of churn are predicted in coming years.

3

Half of HNWIs under 40 aren’t satisfied with their wealth manager’s personalised offerings and their firm’s digital interfaces.

Firms must step up to meet the heightened expectations of digital natives.

Read the report

Get essential insights and learn more about key strategies for investment managers in our free paper.

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Make your firm indispensable

Start those meaningful conversations now and stop the churn with technology and services from a market leader.

Full breadth of capabilities
  • Portfolio management
  • Trading and compliance
  • Performance measurement
  • Reporting and accounting

Portal-delivered digital client experiences
  • Bring clients and advisors closer together
  • Elevate your technology game
  • Connect with beneficiaries early
  • Position your firm for generations

ADVENT INVESTMENT SUITE

Solutions and services to help you meet the needs of the next generation of investors

Get in touch

If you’ve read the guide, you’ll know: time is of the essence

Building relationships with younger generations of heirs depends on the strategic use of digital tools and supporting technology. Before they take their investments elsewhere.

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