What’s really driving family office portfolios across APAC as we head toward 2026? This Global Alts Asia panel breaks down the regime shift in rates and inflation, US–China dynamics, FX/capital controls, liquidity discipline, and how next-gen priorities (impact, private markets, and selective digital assets) are reshaping allocations.
Panelists:
- Bryan Goh — CEO, Tsao Family Office
- Vincent Au — MD & CIO, ALPS Capital Management
- Lucy Gao-Azak — COO & Head, Wealth Management, CrossInvest (Asia)
- Moderator: Sarah Jane Mahmud, Senior Banks Analyst, Bloomberg Intelligence
What you’ll learn:
- Why a 40-year tailwind of falling rates may be over—and what that means for duration, real estate, and portfolio construction
- How families are reallocating amid US–China tensions (SE Asia, India, selective Japan)
- Practical FX and capital control strategies (overlay, cash-flow/liability matching, multi-currency assets)
- The private credit boom: underwriting standards, manager selection, and the liquidity trade-off
- Active vs. passive in Asian equities and where active managers can add edge
- Inflation hedges: gold, linkers, real assets, and geographic diversification
- Next-gen & impact: governance, perpetual/charitable mandates, and policy design
- Digital assets for family offices: cautious, regulated, diversification-first approaches
- Five-year outlook: larger intergenerational transfers, more structures, global diversification—and why liquidity is the ultimate shock absorber
📍 Filmed live at Global Alts Asia — presented by iConnections.
