Legacy

Planning for the future has never mattered more

Discover what experts and industry leaders are saying through their viewpoints, stories and exclusive conversations.

Legacy planning and wealth transfer can mean different things to different people. We all have varying goals, priorities and hopes for the future. But one thing common to us all is the need to plan and prepare to ensure our goals are reached.

Providing you with a diverse and thoughtful perspective is integral to our approach. In this series, discover what your peers are prioritising, how the needs and wants of the next generation are shaping decisions, and how protecting your assets is more important than ever.

The expert perspective

Dr. Eliza Filby on the COVID-19 Generation

Listen to what leading intergenerational expert Dr. Filby has to say about the generation being defined by the global COVID-19 pandemic. How this new world is changing the way they learn, engage in politics and use technology.

Q&A with intergenerational expert Dr. Eliza Filby

One of the country’s leading intergenerational experts talks to us about how values and behaviours have evolved over generations. What are the implications for us in 2020 as we look to the next generation, and their response to work, consumption, politics, society and economics.

Succession-planning tips for your family business

Your business

Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.

6 minute read

Anatomy of the South Korean equity rollercoaster ride

Analysis

Unprecedented volatility has South Korean equities in the spotlight. The MSCI Korea Index surged 150 percent to its June peak before a sell-off of 25 percent within a month. We explore the impetus for this and where we believe the market is heading.

6 minute read

The Bank of Mum and Dad – How to gift efficiently

Wealth transfer

With the right financial plan in place, helping your children or grandchildren through life’s milestones doesn’t have to come at the expense of your own retirement.

6 minute read

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