新闻中心/瑞联卓见

Union Bancaire Privée（UBP）中东分部高级财富规划师艾哈迈德·查希迪（Ahmad Chahidi）分享了与客户家庭的沟通方式发生了哪些变化、为何流动性已成为一种战略性保障，以及海湾合作委员会（GCC）地区即将到来的跨代财富传承。

Moving abroad, weathering tax changes or leaving a legacy – expert advice on protecting your finances

Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task.

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overtaken Switzerland as the world’s largest wealth management centre.

UBP has been honoured this year with two prestigious awards at the WealthBriefing European Awards: Best Private Bank – Wealth Planning Team and Best Wealth Management Business Servicing the Nordic Region.

The Middle East stands on the cusp of an unprecedented generational wealth transfer, with an estimated US$1 trillion poised to change hands by 2030.