PCS Vision
In the midst of unpredictable global conditions, it has never been more important for high net worth (HNW) individuals to be strategic and forward-looking with their assets. Our clients are acutely aware of their need to balance lifestyles with protection and future earnings – and they come to us looking for solutions.
Issue 2 | May 2023
In this issue of Vision, we find solutions.
We share case studies on helping a client to maximize control over generational wealth; a combination of products that secure guaranteed future income while dispersing risk; as well as a solution that safeguards offshore liquidity while achieving investment diversification. Our Hong Kong CEO, Christina Wong, shares the upsides of incepting Mainland China’s onshore life protection solutions, and Leo Chow, PCS by Mercer Managing Director, reflects on the estate planning needs of HNW individuals and their families.