{"id":815285,"date":"2026-10-27T08:54:11","date_gmt":"2026-10-27T08:54:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/815285\/"},"modified":"2026-10-27T08:54:11","modified_gmt":"2026-10-27T08:54:11","slug":"wealth-transfer-handover-starts-long-before-the-inheritance","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/815285\/","title":{"rendered":"Wealth transfer: Handover starts long before the inheritance"},"content":{"rendered":"<p data-testid=\"article-description\">Firms that adapt their proposition, technology and service model will be best placed to keep the client relationship<\/p>\n<p class=\"whitespace-pre-wrap break-words mb-4 md:mb-6\" data-testid=\"article-paragraph-component\">WHEN wealth passes between generations, the relationship with the bank does not automatically follow. Capgemini\u2019s World Wealth Report 2025 found that 81 per cent of inheritors plan to switch wealth management firms within one to two years of inheriting.<\/p>\n<p class=\"whitespace-pre-wrap break-words mb-4 md:mb-6\" data-testid=\"article-paragraph-component\">That puts assets built over decades at risk, but it is also an opportunity. UBS\u2019 first Global Next Generation Report, published in May, found that around 72 per cent of Asia-Pacific heirs look first to wealth managers and family offices for succession support, against 42 per cent in North America and 19 per cent in Europe.<\/p>\n<p class=\"whitespace-pre-wrap break-words mb-4 md:mb-6\" data-testid=\"article-paragraph-component\">Heirs in Singapore clearly want professional help. Many will look for it elsewhere if the firm that served their parents does not meet their very different expectations.<\/p>\n","protected":false},"excerpt":{"rendered":"Firms that adapt their proposition, technology and service model will be best placed to keep the client relationship&hellip;\n","protected":false},"author":2,"featured_media":815286,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,229701,24606,56,54,55,1630],"class_list":["post-815285","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-private-banking","tag-succession-planning","tag-uk","tag-united-kingdom","tag-unitedkingdom","tag-wealth-management"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/815285","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=815285"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/815285\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/815286"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=815285"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=815285"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=815285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}