Wealth Management Conversations in Asia - Mercer

Wealth Management Conversations in Asia - Mercer

In Conversations with Mercer

Wealth Management in Asia: Issues and Insights

At Mercer, we believe that keeping abreast of the latest market trends and industry issues is vital to business success. In our latest Conversation series, Mercer invites leading practitioners in Asia to share their insights on subjects and trends that are important to the wealth management industry.


Campden Wealth research shows Philanthropy is an increasingly important function for family offices in Asia-Pacific, with one-third of family offices having endowments of at least $15 million and 10 percent having over $50 million.

In our first Conversation in our series, Danny Howell, Managing Director of Wealth Management of CreditEase, a Chinese company, talks about intergenerational wealth transfer, how families are getting involved in philanthropy and how his Mainland clients look at overseas investing.


According to Global Wealth 2015: Winning the Growth Game, Asia Pacific (ex Japan) will control more than one-third of the world’s private financial wealth by 2019, representing $75.1 trillion, a CAGR of 9.7 percent based on the $47.3 trillion currently held.

In our second Conversation, Coutts Executive, Director Aman Dhingra, based in Singapore, talks to us about the fund selection process the private bank uses for clients.



The Middle Class to Affluent segment is defined as having between US$100,000 and $1 million in wealth (i.e. financial and non-financial assets minus debts) and is currently thought to include around 344 million people, or 7.5% of the number of adults worldwide.

In the third of the Conversation series, Judy Hsu, Group Head, Wealth Management at Standard Chartered Bank talks about the evolving investment needs and behaviors of Asian wealth management clients and how Standard Chartered supports this.



We provide wealth management firms and other intermediaries with professional advisory services, analytical technology and implemented solutions driven by manager research and intellectual capital.

Every relationship centers on evolving discussions of your business needs and setting governance, fiduciary responsibility, and investment control. We tailor our offerings to focus on your particular goals, step up to your challenges, and unlock your business advantage.



Building Equity Portfolios With Style

The Multiple Flavors Of Multi-Asset Strategies

Hedge Funds In The Current Environment

Small Caps Within A Global Equity Allocation - Small Wonder

Private Wealth Management - Intergenerational Investment Strategies

The ABC of Environmental, Social and Governance

Climate Change And Portfolio Decarbonization — What Can Investors Do?

Liquid Alternatives — A Hedge Fund Innovation Or A Fad?

Optimizing Fund and Manager Selection

New Family Planning: Inter-Generational Wealth Transfer

Please complete the form below to download the PDFs.
*Required Fields
First name is required
Last name is required
Role is required
Email is required Email is invalid
Company name is required
Country is required

I would like to receive communications about products and offerings from Mercer. I understand that I can unsubscribe at any time. 

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

There are some errors processing this form. Please check the fields and try again.

Thank you for submitting, we will get back to you shortly


Any opinions, projections, forecasts, economic trends, forward-looking statements or views expressed herein are those of the interviewee(s), are based on available information as of the date of this video presentation, are subject to change without notice and are being provided for general information purposes only.

The information contained herein may not adequately take into account the recipient’s particular investment objectives, financial situations, or needs. Investors should consult their legal, tax and financial advisers as to the consequences of an investment.  In making an investment decision, investors should not solely rely on this information and must rely on their own examination of the merits and risks involved.

Mercer is not soliciting or recommending any action based on this material. The information contained in this video presentation is not intended to constitute investment advice or an offer to sell, or the solicitation of an offer to purchase shares or other securities.