Legacy Trust appoints wealth management director

Legacy Trust, a US-based investment and wealth-management services firm, has named Mark Periard as the director of wealth management.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.

The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.

The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.

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Periard will be tasked with heading the firm’s client advisory team, and advising its family office clients.

Periard had a spell of over 17 years at Michigan-based law firm Warner Norcross & Judd. He chaired the law firm’s trusts and estates practice group and was a member of its management committee.

He previously also served as a senior systems analyst at Anderson Consulting, now Accenture, in Chicago.

Legacy Trust president and CEO William Walker said: “We are very fortunate to add someone of Mark’s expertise to our team.

“He brings a wealth of experience in estate planning and general business planning that will immediately benefit our clients and complement the skills of others at the firm. Mark has deep roots in West Michigan and is a proven and respected advisor in this market.”

Free Report

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.

The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.

The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.

By GlobalData