Preparing for the Great Wealth Transfer in the APAC region

The wealth landscape is shifting across the Asia-Pacific region. Nearly $10 trillion is expected to change hands by 2030, marking the largest intergenerational wealth transfer in history. In Australia alone, AUD $3–4 trillion is expected to change hands.

This is not only a transfer of wealth, but a transfer of expectations. The younger generation won’t tolerate outdated processes or generic communication. They expect relevance, speed, and digital ease.

So are firms across APAC ready for the Great Wealth Transfer?

To find out, we surveyed 150 senior leaders across key APAC markets. The findings are captured in our latest research with Insights for Professionals: The State of Wealth Management in 2026: Preparing for the Great Wealth Transfer (APAC Edition).