Friday, 9 December 2022
Busch Pu is a research manager at The Asian Banker, where he focuses on the wealth management industry, ESG , sustainability and impact investment. He also manages the Wealth & Society programme in China and several consulting projects. Prior to joining the company, he works at China Development Bank as a financial analyst, where he gained extensive experience on China's bond market and burgeoning green finance market. He also had work experience in higher education in Europe and Sino-Italian inter-governmental cooperation programme. He holds a MSc degree in economics from University of Freiburg. He is a Certified ESG Analyst (CESGA) of European Federation of Financial Analysts Societies (EFFAS) and GRI Certified Sustainability Professional.

Research Note
泓湖百世全球家族办公室和亚洲银行家近期发布的白皮书《家族财富管理与家族办公室行业洞察白皮书——全球视野,中国情怀》中显示,继承计划对于财富的代际转移至关重要。然而,大多数家庭并没有为财富的代际转移做好准备或计划,导致需要传承的财富或家族价值部分甚至全部丧失。