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UBS Sees Surge in China Family Trusts as Founders Plan Wealth Transfers

Created at 11 Jun · 4:50 PM1 source↑ Market-relevant
IN SHORT

Demand for wealth-succession tools among China's ultra-rich is accelerating, with family trusts becoming a preferred method for generational wealth transfers amid market volatility. The market is estimated to approach 1 trillion yuan ($147 billion) in 2025.

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Key Numbers

1 trillion yuanestimated family trust market size in 2025
$147 billionestimated family trust market size in 2025

Who's Involved

UBS (China) Ltd.
local banking unit of UBS Group AG
Yang Dexing
president of UBS (China) Ltd.
UBS Sees Surge in China Family Trusts as Founders Plan Wealth Transfers

↳ Why This Matters

This trend highlights a significant shift in wealth management strategies among China's wealthiest individuals, indicating a growing reliance on sophisticated financial instruments for intergenerational wealth transfer and a response to market uncertainties.

Key facts

  • Demand for wealth-succession tools among China's ultra-rich is accelerating.
  • First-generation entrepreneurs are shifting from traditional inheritance to structured trust arrangements.
  • The family trust market is estimated to approach 1 trillion yuan ($147 billion) in 2025.
  • This trend reflects navigation of market volatility and preparation for generational transfers.

Demand for wealth-succession tools among China’s ultra-rich is accelerating, with the family trust market estimated to have approached 1 trillion yuan ($147 billion) in 2025, according to Yang Dexing, president of UBS (China) Ltd.

The rapid growth reflects a shift in wealth planning among China’s first-generation entrepreneurs, who are moving beyond traditional inheritance methods and turning to structured trust arrangements as they navigate market volatility and prepare for generational transfers.

Frequently asked questions

The demand is driven by China's first-generation entrepreneurs who are seeking structured arrangements for generational wealth transfers amidst market volatility and a move away from traditional inheritance methods.

The family trust market in China is estimated to approach 1 trillion yuan ($147 billion) by 2025.

Yang Dexing, president of UBS (China) Ltd., has commented on the accelerating demand for these wealth-succession tools.

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Cadence

How It Developed

Demand for wealth-succession tools among China's ultra-rich is accelerating.
Family trusts are increasingly used for generational wealth transfers.
The family trust market is estimated to approach 1 trillion yuan ($147 billion) in 2025.

Sources

T1
UBS Sees Surge in China Family Trusts as Founders Plan Wealth TransfersCaixin Global

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