UBS says around one‑third of surveyed families are already actively transferring wealth or decision-making power, while another quarter are in the “active planning” phase.
UBS's newly launched Global Next Gen Report demonstrates the bank's strategic engagement with the next generation of ultra-wealthy clients, just as it expects around US$83 trillion ($105.4 trillion) to change hands over the next two to three decades.
The UBS Next Gen Report – based on a survey of roughly 170 clients and interviews with 10 next gen members – underlines that wealth transfer is “already in motion”.
