Chubb Investment Management ( HK ) Limited, a wholly owned subsidiary of global insurer Chubb, has launched a digital wealth management platform that offers holistic investment and advisory solutions for high-net-worth ( HNW ) investors.

Drawing on Chubb’s global network and longstanding partnerships, Chubb Wealth offers clients 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.

The platform adopts a simple fee structure, with all fees clearly disclosed upfront. It does not charge any platform fees, mutual fund trading fees, or mutual fund back-end fees. Minimum investments for mutual funds start as low as US$100.

Eligible clients can access a curated range of investment funds to gain exposure to alternative asset classes, including private equity, private credit, infrastructure, and real estate. They can invest in alternative funds with a minimum outlay of US$10,000, one of the lowest entry points in the industry in Hong Kong.

Clients also receive personalized support from licensed advisers who have completed a comprehensive training programme at the Chubb Wealth Academy – a programme co-created in partnership with KKR, Goldman Sachs Asset Management, and S64.

“Our goal is to help clients make confident decisions for the long term, leveraging institutional-grade opportunities and personalized guidance,” says Chubb Wealth general manager Ben Rudd. “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, adds: “Over the years, Chubb has continuously enhanced its high-net-worth offerings to meet the evolving needs of our clients. The launch of Chubb Wealth is a natural complement to our existing strengths, providing a holistic wealth solution that goes beyond traditional insurance.  

“As we celebrate the 50th anniversary of our life business in Hong Kong, we are proud to mark this milestone with the introduction of Chubb Wealth, further strengthening our commitment to protecting, preserving, and growing our clients’ assets through our global heritage and investment expertise.”