A liquidity event marks a pivotal shift from business owner to wealth allocator. But why are so many entrepreneurs unprepared for what comes next? What are the most common mistakes made after an exit, and how can entrepreneurs protect, diversify and grow their wealth?

Barclays Private Bank’s Stephen Zhu shares the strategies and institutional-grade solutions that can help entrepreneurs navigate the complex journey from business wealth to long-term personal wealth.

Synopsis: The Business Times Podcast Channel presents diverse perspectives, in-depth analysis and news covering career, business, markets, investing, current affairs and tech.

This episode is produced in collaboration with Barclays Private Bank.

Highlights:

01:37 The psychological shift from entrepreneur to wealth allocator

04:30 The biggest post-exit mistakes: holding too much cash or investing too quickly

07:05  Why wealth planning should start before the exit

10:50 Building a diversified portfolio around the family’s needs and goals

17:17 Why Singapore is a strategic base for globally mobile wealth

More about:

Private Bank Singapore

AI Mid-Year Outlook 2026: The productivity paradox | Barclays Private Bank

---

Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

---

Hosted by: Claressa Monteiro

Written by: Howie Lim (howielim@sph.com.sg)

With Stephen Zhu, senior portfolio manager, Barclays Investment Management, Private Bank Singapore

Edited by: Nicole Teo & Claressa Monteiro

Produced by: Nicole Teo & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

---

Follow BT Podcasts:

Channel: bt.sg/pcOM

Apple Podcasts: bt.sg/pcAP

Spotify: bt.sg/pcSP

YouTube Music: bt.sg/giK9

Website: bt.sg/btpod

Feedback to: btpodcasts@sph.com.sg

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. 

---

Discover more BT podcast series:

BT Money Hacks at: bt.sg/btmoneyhacks

BT Correspondents at: bt.sg/btcobt

BT Market Focus at: bt.sg/btmktfocus

BT Lens On: bt.sg/btlenson