Important update:

Introducing new settlement cycles in the US, Canadian and Mexican markets.

LOMBARD ODIER × JBWERE

The Wealth Blueprint

76.6%

Preserving wealth 

Top priority for affluent families

56.3%

Succession planning

Planning remains a key opportunity

96.6%

Investment confidence

Strong confidence despite uncertainty

87.5%

Family alignment 

Advice delivers better outcomes

Building Wealth. Sustaining Legacy.

As part of the longstanding strategic alliance between Lombard Odier and JBWere, we are pleased to introduce The Wealth Blueprint: Building Wealth, Sustaining Legacy, with global insights exploring how affluent individuals and families across Asia-Pacific are approaching wealth creation, preservation, and intergenerational legacy planning. 

About the research

The study was conducted in collaboration with Lombard Odier's Strategic Alliance partners and captures insights from more than 390 high net worth respondents across Australia, China, Hong Kong, Japan, Malaysia, Singapore, Taiwan, Thailand and the Philippines.

Explore the three reports below to discover how families across Asia-Pacific are approaching wealth planning, succession and generational preparedness, and how these insights can help strengthen both financial and family outcomes over the long term.

 

Explore the Research

Ready to put these insights into action?

Speak with a JBWere adviser about your wealth goals.