We explore how Asia-Pacific's HNWIs and their families are approaching their investments: with a strong commitment to preserving and growing wealth, ensuring liquidity, and diversifying portfolios. Discover practical insights as we redefine what it means to invest with confidence.
Bridging the gap: the intention–action disconnect among Asia-Pacific’s high-net-worth investors
Omar Shokur
Regional Head for Asia, Private Clients
Why do so many high-net-worth investors struggle to align their portfolios with their investment convictions? Omar Shokur examines the disconnect facing investors across Asia-Pacific.
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Which findings were you most surprised by?
What could the consequences of such paradoxes be?
The survey suggests significant generational differences around investment allocation interests and priorities. What do these differences suggest?
What did you learn about APAC investors’ approach to investments into digital assets? Are they believers, or are they worried?
view sources.
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(1) Preservation and Succession: Family Wealth Transfer 2021 – Wealth X. Available here.
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