Media365
[The content of this article has been produced by our advertising partner.]
Chubb Investment Management (HK) Limited (“Chubb Wealth”), a wholly owned subsidiary of Chubb, has launched a new wealth management platform for high-net-worth investors, providing access to a selection of mutual funds and private market opportunities.
The launch coincides with continued growth in Hong Kong’s private wealth sector, where assets under management rose 15 per cent year on year to more than HK$10tn by the end of 2024, according to the Hong Kong Private Wealth Management Report 2025 published by KPMG China and the Private Wealth Management Association.
Total assets and wealth management assets in the city reached HK$35tn, supported by sustained cross-border inflows and rising demand for diversified investment exposure, per the Securities and Futures Commission’s (SFC) Asset and Wealth Management Activities Survey 2024.
Chubb Wealth holds licences from the SFC for dealing in securities, advising on securities and asset management. The platform combines advisory services with digital tools.
“What many are seeking is a partner that can provide access to institutional-grade opportunities alongside professional advisory and objective guidance. Chubb Wealth has been designed to simplify the complexities of wealth planning and investments, empowering clients to make confident decisions for the long term, while accessing a market that traditionally has high entry barriers and lacks transparency.”
A defined client focus
Chubb Wealth’s platform is available to clients classified as Professional Investors under Hong Kong regulations, specifically those with investable assets of no less than HK$8mn. While bespoke advisory services are often reserved for ultra-high-net-worth individuals and families, a market gap exists for the entry-level high-net-worth segment – investors with US$1mn to US$10mn in liquid assets – and Chubb Wealth seeks to address this.
Belinda Au, President of Chubb Life Hong Kong and Head of North Asia, notes that Chubb Wealth is positioned between traditional private banking models and execution-led digital platforms. Its launch forms part of Chubb’s ongoing strategy in the territory.
Broaden investment horizons
Through Chubb Wealth, clients can gain access to a range of mutual funds and alternative investment vehicles managed by global asset managers such as KKR, Goldman Sachs Asset Management and PIMCO.
Minimum subscription thresholds have been set to support diversified portfolio construction. Mutual funds may be accessed from US$100.
Alternative funds, covering private equity, private credit, infrastructure and real estate, may be subscribed from US$10,000, regarded as among the lower entry levels available to professional investors in Hong Kong.
“Alternative investments are increasingly essential for effective portfolio diversification. Investors who identify these opportunities early and partner with the right experts are best positioned to benefit,” says Ben. “Leveraging Chubb’s global investment relationships, our clients gain access to investment products that were previously out of reach for individuals.”
Transparent fee structure and aligned incentives
Chubb Wealth adopts a simplified fee model with no platform fees, mutual fund trading fees or mutual fund back-end charges. All other fees are disclosed upfront, in line with regulatory standards. Client assets are securely held with recognised custodians and are never lent or leveraged.
Instead of relying on commissions that encourage frequent fund switching, the platform rewards its advisers based on the long-term growth of client assets. This approach supports evidence-based advice focused on helping clients achieve their personal financial and life goals.
“Our commitment to transparency and alignment ensures that our clients’ interests always come first. This means every investment recommendation is guided by the merits of each opportunity, free from external influences or conflicts of interest,” says Ben.
Expert guidance with seamless digital access
The initial cohort of advisers has been drawn from Chubb Life Hong Kong, bringing an average tenure of 12 years. They hold regulatory licences from both the Hong Kong Insurance Authority and the Securities and Futures Commission, enabling advice to be provided across insurance and investment solutions in line with regulatory requirements.
To ensure wealth advisors are fully equipped to drive client success, the Chubb Wealth Academy has been established in collaboration with KKR, Goldman Sachs Asset Management, and S64. The academy offers a structured curriculum covering asset allocation, alternatives and portfolio construction.
“As clients’ wealth grows, they increasingly seek coordinated planning across insurance and investments. Chubb Wealth enables us to respond to that demand in a structured and regulated manner,” Belinda says.
Account opening has been designed to be completed through a digitally-driven process. Verification, documentation and portfolio access are handled through the platform, while licensed wealth advisers provide ongoing guidance.
A focused entry into Hong Kong’s wealth market
Hong Kong’s wealth sector features global private banks, independent asset managers and technology-led platforms competing for affluent clients. Cross-border flows have continued to build, supported by regional connectivity and booking activity.
In this environment, Chubb Wealth enters with a defined client segment, access to a range of funds and a transparent pricing structure.
The platform integrates Chubb’s heritage with licensed investment advisory and digital execution. Looking ahead, Hong Kong is positioned to reinforce its role as a leading global hub for offshore private wealth management, driven by strong wealth management pipelines, closer collaboration between private banks and asset managers, and sustained inflows from diverse sources.
“We are committed to being a trusted, long-term steward for our clients – guiding them on their journey to sustainable wealth and enduring legacy,” says Ben. “Our goal is to build the wealth management model of the future.”
Disclaimer:
All information herein is provided for general reference purpose only. It should not be construed as investment advice nor does it constitute an offer or solicitation to buy or sell any securities or financial products. Readers should seek independent professional advice before making any investment decision.
