Published: September 2026.

Based on a survey of 1,049 NextGen clients in Singapore and Southeast Asia, this study shows that the coming wealth transfer will not automatically preserve banking relationships. 71% already bank somewhere other than their parents, and 68% use three or more banks.

Clients expect access to private markets and deals, clear pricing, and banking that works across borders. They value trusted advisors, while increasingly using AI for routine tasks. The study sets out what private banks must do to earn a greater share of the next generation’s wealth.

This study is available in English.