High Net Worth Individuals

Stable growth and early engagement shift advice beyond transactional transfers.

A quarter of respondents still have no arrangements in place for wealth transfer.

The lack of structured succession planning leaves many businesses exposed.

AIA and Prudential were ranked 2nd and 3rd most trusted brands.

They offer stability and in-depth estate planning solutions.

Also, over a third expect to grow their exposure to alternative investments.

They are less aware about insurance products than Millenials.

Grandtag Financial’s regional CEO spills how ‘jumbo life insurance’ attracts UHNWIs in Asia.