2 Wealth Management Guide | Contents CONTENTS Meeting wealth managers’ responsibilities Picking the right technology platform Outsourcing/co-sourcing support Who we are 1 2 3 43 THE THREE-GENERATION RULE IN WEALTH MANAGEMENT HOLDS THAT THE FIRST GENERATION MAKES IT, THE SECOND SPENDS IT AND THE THIRD BLOWS IT. Over the coming decade, trillions in wealth will be passed from the current generation to the next across the Middle East. To safeguard that wealth not just for the next generation but the ones to come, requires professional management based on high-quality, personalised investment and tax advice, succession and estate planning. Wealth preservation and its effective transfer is often as important as accumulation for wealthy and affluent investors. Wealth managers have a

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