Our Investment Philosophy
THE SCALE
Wealth is Changing Hands
Asia is the fastest-growing wealth market in the world. Over the next two decades, a historic transfer of capital will reshape who holds wealth, and how it is managed.
Asian wealth market is growing at a 6% CAGR, the fastest in the world.
~ $21.7T
Expected to transfer to the next generation over the next 20 years.
~ $34.6T
73.4% flows to heirs — the rest to taxes, charity, and estate costs.
~ $25.4T
THE DISRUPTIONInvestment Preferences
The next generation doesn’t invest the way their parents did. Institutions that fail to adapt risk losing clients at the very moment assets transfer.
Of heirs change advisors after inheriting wealth, making succession a huge retention risk in private banking.
43 %
More allocated to alternatives by Millennials and Gen Z compared to Boomers — a fundamental shift in how wealth is deployed.
3 X
Retention at risk
Without next-gen engagement and differentiated investment access, AUM walks out at inheritance.
Demand for alternatives surging
Younger HNWI demand private market access, liquidity optionality, and personalized portfolio construction — capabilities most institutions aren’t yet equipped to deliver at scale.
Source: McKinsey, WealthBriefing, PwC, Cerulli, Capgemini, 2020-2025
This is precisely the gap LUCA SGP was built to fill — giving the world's most sophisticated financial institutions the private market infrastructure, deal access, and advisory expertise to meet next-generation investors where they are.
Serving the World's Most Sophisticated Partners
01
Private Banks
WEALTH MANAGEMENT · INVESTMENT STRUCTURINGWe partner with private banks to deliver scalable access to alternative investments across private markets. Through curated deal flow, rigorous due diligence, and structured execution, we help enhance client portfolios with differentiated opportunities typically reserved for institutional investors.
02
Family Offices
SINGLE-FAMILY · MULTI-FAMILY · EXTERNAL ASSET MANAGERS · PRIVATE WEALTHWe partner with family offices seeking differentiated access to private markets and alternative strategies. Through curated deal flow and institutional-grade execution, we help families build resilient, multi-generational portfolios aligned with long-term wealth preservation and growth objectives.
03
Fund Managers
GENERAL PARTNERS · EMERGING MANAGERS · FUND-OF-FUNDSWe support fund managers through secondary transactions, co-investment syndication, and strategic advisory to optimise fund lifecycle management and investor relations.