The future of financial advice in Asia: whitepaper
A clearer view of how tokenisation could expand personalised investing across Asia’s wealth market.
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Asia’s wealth market is creating a larger opportunity for more tailored investment models. This whitepaper examines how tokenisation could help asset and wealth managers attract new high-net-worth assets, improve personalisation and reshape operating economics across the region.
Asian wealth scale
Opportunity
Holding a combined USD 11.1 trillion, this population represents one of the most significant untapped opportunities in global wealth management.
A leading share of the region’s total HNWI wealth sits with this segment, while expectations for personalisation are rising faster than firms can meet them.
Personalisation gap
Demand
That represents USD 1.1 trillion in assets under management held by investors who may be ready to move to a better model.
Around 660,000 investors in Asia may be actively seeking more personalised portfolio access in the near term.
Tokenisation revenue upside
Growth
The market opportunity for personalised portfolios is estimated at around USD 3.3 trillion in incremental assets under management.
For fund managers, tokenisation is not an operational experiment — it is a potential revenue catalyst at institutional scale.
Asia's wealth market is entering a new phase as firms look for more scalable ways to deliver personalised investment advice and administration. The opportunity is not only about serving a growing high-net-worth population, but about using tokenisation to align product design, operating efficiency and client demand more effectively.
How can firms use tokenisation to attract more high-net-worth assets in Asia? What does greater personalisation mean for revenue growth, operating cost and the convergence of wealth and institutional investment models?
The whitepaper examines the role tokenisation could play in expanding personalised investing across Asia. It looks at the size of the addressable wealth market, where dissatisfaction with current personalisation models is creating opportunity and how tokenisation could support growth in assets under management.
The research, led by HSBC, Calastone, MarketNode and Northern Trust, highlights:
Asia is home to 6.6 million investors with US dollar (USD) 1–5 million in investible assets, holding a combined USD 11.1 trillion
40% of Asian high-net-worth investors, representing USD 1.1 trillion in assets under management, are dissatisfied with the level of personalisation they receive today
One third of fund managers believe tokenisation could help them grow revenues by more than 25%
The market opportunity for more personalised portfolios is estimated at around USD 3.3 trillion in additional assets under management
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