The outbreak of the pandemic back in 2020 reaffirmed the importance of going back to the basics and being objective when it comes to wealth preservation, especially in times of uncertainty and unfounded optimistic rallies.

Broaching the topic of succession planning has always been culturally sensitive, particularly in Asia. However, it remains important to approach the issue across societies, and this needs to be done with understanding and empathy to ensure the family legacy continues to be passed down.

Speaking with Citywire Asia, our Group CEO Shirley Crystal Chua and Senior Portfolio Manager Vishal Nanwani shared more about our goal-based investment approach for clients, our growth roadmap, increased interest in private assets, and other emerging investment areas such as ESG, AI and Web3. At Golden Equator Wealth, we’re uniquely positioned as a multi-family office to offer clients access to alternatives with our strong in-house fund management team, and access to NextGen Programme that prepares family successors in carrying on their family legacy. Speak to a Family Office Advisor about your Wealth and Legacy Planning needs.

Vishal Nanwani, Senior Portfolio Manager of mutl-family office Golden Equator Wealth (GEW), recently spoke to The Business Times on banks’ AT1 bonds also known as Contingent Convertibles (CoCos), on the back of the Credit Suisse takeover.

Singapore-based multi-family office Golden Equator Wealth (GEW) today announced two senior hires as it expands its market coverage and team of Family Office Advisors. Rai Rummaan Kharal joined as a Managing Partner of Wealth and Capital and Haroon Tufail joined as an Executive Director.

Many have heard of the old proverb “Shirtsleeves to shirtsleeves in three generations.” In Japan, the expression goes, “Rice paddies to rice paddies in three generations.” In China, “Wealth does not last beyond three generations.” These depict the challenges wealthy families face in sustaining and passing on their wealth.