Chubb Wealth Launches in Hong Kong to Tap Booming Private Wealth Market
Insurer-backed digital wealth platform enters the city to serve high-net-worth investors with low fees and diversified investment access
Chubb Investment Management (HK) Limited has officially launched Chubb Wealth, a new digital wealth management platform in Hong Kong targeting high-net-worth investors as demand for diversified private investment solutions grows.
The insurer-backed platform, introduced by the wholly owned subsidiary of global insurer Chubb, aims to leverage Hong Kong’s status as one of the world’s fastest expanding wealth hubs, where private wealth assets under management reached more than HK$10 trillion by the end of 2024 amid robust inflows and broader regional initiatives fostering cross-border investment activity.
Chubb Wealth offers a comprehensive digital investing and advisory experience, facilitating the entire client lifecycle from onboarding to order execution and portfolio management.
Reflecting a transparent pricing model, the platform does not charge platform fees, mutual fund trading fees or back-end mutual fund fees, which Chubb says simplifies cost structures for clients.
Minimum mutual fund investments start at US$100, while eligible clients defined under Hong Kong’s Securities and Futures Ordinance can access alternative asset classes such as private equity, private credit, infrastructure and real estate with minimum commitments of US$10,000.
Institutional-grade fund access is a key differentiator for the new platform, drawing on Chubb’s global network and partnerships with leading asset managers to curate a selection of investment opportunities across diverse geographies and sectors.
Clients also benefit from personalised support provided by licensed advisors trained through a dedicated programme designed to align investment guidance with long-term wealth objectives.
Ben Rudd, General Manager of Chubb Wealth, said the platform is designed to help investors navigate a complex market environment with confidence and clarity.
Belinda Au, President of Chubb Life Hong Kong and Head of North Asia, emphasised Hong Kong’s strategic importance as a global wealth management centre and described the launch as complementary to the firm’s broader offerings beyond traditional insurance.
The entry of Chubb Wealth reflects continued innovation in Hong Kong’s private wealth sector, which has benefited from initiatives such as the Cross-boundary Wealth Management Connect Scheme and sustained interest in diversified investment products across asset classes.
The insurer-backed platform, introduced by the wholly owned subsidiary of global insurer Chubb, aims to leverage Hong Kong’s status as one of the world’s fastest expanding wealth hubs, where private wealth assets under management reached more than HK$10 trillion by the end of 2024 amid robust inflows and broader regional initiatives fostering cross-border investment activity.
Chubb Wealth offers a comprehensive digital investing and advisory experience, facilitating the entire client lifecycle from onboarding to order execution and portfolio management.
Reflecting a transparent pricing model, the platform does not charge platform fees, mutual fund trading fees or back-end mutual fund fees, which Chubb says simplifies cost structures for clients.
Minimum mutual fund investments start at US$100, while eligible clients defined under Hong Kong’s Securities and Futures Ordinance can access alternative asset classes such as private equity, private credit, infrastructure and real estate with minimum commitments of US$10,000.
Institutional-grade fund access is a key differentiator for the new platform, drawing on Chubb’s global network and partnerships with leading asset managers to curate a selection of investment opportunities across diverse geographies and sectors.
Clients also benefit from personalised support provided by licensed advisors trained through a dedicated programme designed to align investment guidance with long-term wealth objectives.
Ben Rudd, General Manager of Chubb Wealth, said the platform is designed to help investors navigate a complex market environment with confidence and clarity.
Belinda Au, President of Chubb Life Hong Kong and Head of North Asia, emphasised Hong Kong’s strategic importance as a global wealth management centre and described the launch as complementary to the firm’s broader offerings beyond traditional insurance.
The entry of Chubb Wealth reflects continued innovation in Hong Kong’s private wealth sector, which has benefited from initiatives such as the Cross-boundary Wealth Management Connect Scheme and sustained interest in diversified investment products across asset classes.
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