Perspective
The insurance wealth planning opportunity.
The external market is moving quickly, and largely without the banks.
Marc Baloch · 1 min read
Insights
Our quarterly report tracks leadership appointments, market developments and the transformation agenda across the region's insurers, written by the people who work inside it.
Perspectives
Written by the team.
The Insurance Quarterly Report
The Insurance Quarterly Report — Q2 2025
Leadership moves, carrier strategy and the wealth-planning shift across Asia-Pacific insurers in the second quarter.
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Senior appointments, distribution transformation and digital agendas across the region's insurers to start the year.
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The Insurance Quarterly Report — Q4 2024
A year-end view of leadership change, market entries and the private-wealth opportunity in insurance.
Marc Baloch
Perspective
The insurance wealth planning opportunity.
The external market is moving quickly, and largely without the banks.
Major insurance carriers are investing substantially in global private wealth capabilities.
New carriers are entering, or re-entering, the international high-net-worth market.
Private equity is acquiring and consolidating the major insurance brokers.
Brokers are expanding across Hong Kong, Singapore, Dubai, Switzerland, Bermuda and the United States.
UHNW families are increasingly multi-jurisdictional and multi-generational, and the intergenerational transfer of wealth is accelerating.
Insurance is becoming central to liquidity, succession, family governance, asset protection and wealth transfer.
Every other participant is organising strategically around the private bank's clients. The bank itself is not necessarily doing so. We help banks and carriers engage directly on product, distribution, bancassurance and the long-term conduct questions that matter.
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