Wealth

Explore strategies for effective wealth management and legacy planning to secure the financial future for you and your loved ones

 

Sun Life : Shaping wealth legacies for generations with insurance

Sun Life : Shaping wealth legacies for generations with insurance

October 10, 2025

Singapore’s status as a leading wealth hub shows no signs of slowing. The island-state continues to attract High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families from across the region. Over the past five years, the number of UHNW individuals in Singapore grew by 158 percent to 4,200, driven by newly minted citizens and the establishment of family offices. This figure is expected to rise by another 43 percent to around 6,000 by 2026 from Citywire Asia report.

Continuity or collapse: The silent risk in Asia’s great wealth transfer

Continuity or collapse: The silent risk in Asia’s great wealth transfer

October 10, 2025

Possibly the single greatest unspoken risk in Asia’s family enterprises is the death of the principal (a matriarch or patriarch), who holds everything together – key person risk – and it can unravel decades of wealth creation in a matter of weeks.

Legacy or loss? Insurance and the great wealth transfer

Legacy or loss? Insurance and the great wealth transfer

October 10, 2025

Asia stands on the cusp of possibly the largest intergenerational transfer of wealth in history. Trillions of dollars will change hands as the first generation of wealth creators in the region pass on their assets to the next generations. Singapore, already established as a hub for wealth management and family offices, sits at the heart of this shift.

Choosing between an Indexed Universal Life and a Universal Life insurance policy

Choosing between an Indexed Universal Life and a Universal Life insurance policy

August 20, 2025

Particularly appealing to high-net-worth individuals (HNWIs), an indexed universal life policy can provide wealth accumulation while preserving flexibility. This article explores what an IUL is, how it differs from traditional universal life (UL), and what to consider when evaluating it as part of a wealth growth and preservation strategy.

How to leave a legacy with Indexed Universal Life (IUL) insurance

How to leave a legacy with Indexed Universal Life (IUL) insurance

June 24, 2025

To leave a legacy is to make a lasting impact—one that endures across generations. While wills and trusts remain key pillars of traditional estate planning, life insurance has emerged as a powerful, often underappreciated, component of a well-rounded legacy strategy.

Estate Planning in Singapore: Things to settle before you go*

Estate Planning in Singapore: Things to settle before you go*

April 11, 2025

Estate planning goes far beyond drafting a will —it forms a crucial component of a comprehensive wealth management strategy. Whether it's a family business, real estate holdings, or a diverse investment portfolio, a thoughtful estate plan ensures that an individual’s life work continues to grow and protects his family's financial future for generations to come.

Women’s Wealth in Focus - Building confidence and security

Women’s Wealth in Focus - Building confidence and security

February 26, 2025

Women in Asia Pacific have made significant strides on the road to financial empowerment, with each new generation in greater control of their finances than the one before. However, many face financial and time pressures as they attempt to build wealth while caring for family members and balancing increasing healthcare costs with wider cost of living pressures.

Brightening lives through purpose-driven giving

Brightening lives through purpose-driven giving

November 13, 2024

Philanthropic giving does more than just support those in need. By shining a spotlight on good causes, it inspires others to contribute as well. Sun Life Singapore unveiled its Life is Brighter charity fund, an initiative aimed at driving positive change.

Retirement Reimagined: Facing the future with confidence

Retirement Reimagined: Facing the future with confidence

October 17, 2024

By 2050, close to 1.3 billion people in Asia Pacific — one in four people — will be over 60 years old. This significant demographic shift, as large segments of the population reach old age and live longer, will create new challenges and opportunities for societies across the region.