Site icon Advanced Analytics Solutions

Chubb Wealth unveils platform in Hong Kong

Chubb Wealth unveils platform in Hong Kong

Chubb Investment Management (HK) Limited, a wholly-owned subsidiary of Chubb, announced today the launch of Chubb Wealth in Hong Kong, a new wealth management platform for high-net-worth individual investors.

Chubb Wealth, an insurer-backed wealth management platform, features digital investing and wealth management that covers the entire lifecycle – from onboarding and investing to order execution and advisory services.

The firm says it uses a simple fee structure, with all fees clearly disclosed upfront, and does not charge platform, mutual fund trading, or back-end mutual fund fees. Minimum investments for mutual funds start at $100.

The platform also offers “institutional-grade fund selection” and provides clients with access to select opportunities across diverse asset classes and geographies, including a curated range of funds managed by over 10 leading global asset managers, such as KKR, Goldman Sachs Asset Management, and PIMCO.

Moreover, eligible clients (as defined under the Securities and Futures Ordinance in Hong Kong ) can access a range of investment funds to gain exposure to alternative asset classes, including private equity, private credit, infrastructure, and real estate. Clients can invest in alternative funds with a minimum investment of $10,000.

Ben Rudd, general manager of Chubb Wealth, said: “Our goal is to help clients make confident decisions for the long term, leveraging institutional-grade opportunities and personalized guidance. At this pivotal moment in Hong Kong’s wealth market, we are committed to empowering our clients to invest with purpose and clarity, so they can achieve their aspirations and build lasting legacies.”

Belinda Au, president of Chubb Life Hong Kong and head of North Asia, added: “Hong Kong has firmly established itself as a global wealth management centre and remains one of the fastest-growing markets. The launch of Chubb Wealth is a natural complement to our existing strengths, providing a holistic wealth solution that goes beyond traditional insurance.”

The platform will launch in Hong Kong, where private wealth management assets under management increased 15% year-on-year to over HK$10trn ($ 1.33trn) at the end of 2024, according to The Hong Kong Private Wealth Management Report 2025, published by KPMG China and the Private Wealth Management Association.

The growth has been supported by strong fund inflows, facilitated by initiatives such as the Cross-boundary Wealth Management Connect Scheme in the Guangdong-Hong Kong-Macao Greater Bay Area, and increasing demand for diversified investment products, including alternatives.

link

Exit mobile version