Page 3 - Wealth Management

Minimise disputes when distributing wealth unevenly

Explain reasons for uneven bequest in the will and make small changes to it regularly to show that your intention remains unchanged

Ensure smooth transfer of wealth through a trust

While wills are easy to challenge, trusts are more foolproof. But the latter are more expensive

Assets of family office market to grow in India

An estimated $128bn worth of wealth will migrate from one generation to another in India in next 10 years

Artificial intelligence to disrupt wealth management business: PwC

HNWIs are increasingly using digital technologies such as robo advisors, instead of financial planners, to manage their wealth

Indian wealth managers rush in as foreign players exit

Wealth management arms of IIFL, ASK Group, Anand Rathi and Centrum have been expanding by adding advisors