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Balancing legacy with digital-first investing in the Middle East 

13 Oct 2025

By Richard Surrency, Group Chief Commercial Officer 

The Middle East stands at a pivotal moment as more than $1 trillion prepares to transfer to the next generation of family business heirs. This historic wealth transition is fundamentally reshaping how family offices approach governance, investment strategies and long-term planning. 

Speaking to Neesha Salian at Gulf Business, I explored how predictive analytics can bridge generational divides, why governance structures are becoming increasingly formalised and how fund managers across the Gulf are responding to heightened demands for operational excellence, sustainability and stronger local presence. 

From data centre expansion to private markets growth, the region’s investment landscape is evolving rapidly; those who can balance tradition with innovation will be poised for success. 

Read the full interview by clicking below: 

Family offices must balance legacy with digital-first investing 

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