Chubb Investment Management (HK), a wholly-owned subsidiary of Chubb, has launched Chubb Wealth, an insurer-backed wealth management platform licensed by the Securities and Futures Commission (SFC) in Hong Kong.
The platform offers digital investing and wealth management services covering the entire client lifecycle, from onboarding and investment execution to advisory support.
Chubb Wealth operates a transparent fee structure, with all fees disclosed upfront.
The platform does not charge platform fees, mutual fund trading fees, or back-end mutual fund fees. Minimum investments for mutual funds start at US$100.
The platform provides clients with access to a curated selection of funds across multiple asset classes and geographies, including offerings from over ten global asset managers such as KKR, Goldman Sachs, and PIMCO.
Eligible clients can also invest in alternative assets, including private equity, private credit, infrastructure, and real estate, with minimum investments of US$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 personalised 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.”
Featured image credit: Edited by Fintech News Hong Kong, based on image by Chubb Life via LinkedIn