家族辦公室 · 2026 年 10 月第 4 週

滙豐阿聯財富峰會:家辦已占私人銀行客戶六到七成

Gulf News · 2026-10-22

滙豐杜拜財富投資峰會上,私人銀行主管指出家辦與個人投資公司已占私銀客戶60%至70%,十年前則以富裕個人為主(80%至90%);並稱多數中東大型家族尚無接班規劃。杜拜DIFC企業數一年增30%,顯示區域財富正快速機構化。

學習單字
  • personal investment companies個人投資公司(PIC),富豪持有資產的控股載具
  • succession planning接班與傳承規劃
  • high-net-worth高資產(客戶)

HSBC UAE Wealth Investment Summit: family offices now 60–70% of private bank clients

At HSBC's UAE wealth summit in Dubai, a private banking executive said family offices and personal investment companies now make up 60–70% of private bank clients, versus 80–90% individuals a decade ago, while most large MENA families still lack succession planning. DIFC's business base grew 30% in 12 months.

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