Chubb Insurance Subsidiary Chubb Investment Management Launches New Wealth Management, Investment & Advisory Platform Chubb Wealth for HNW Investors (Professional Investors with Minimum HKD 8 Million / USD 1 Million Portfolio) in Hong Kong, Chubb Wealth Offerings Include 1) Digital Investing & Wealth Management, 2) Low & Transparent Fee, 3) Exclusive & Curated Funds Including from KKR, Goldman Sachs Asset Management & PIMCO, 4) Mutual Funds Minimum Investment Lowest is $100 to Allow Building Diversified Portfolio, 5) Alternative Funds Minimum Investment Lowest is $10,000, 6) Expert Guidance from Dedicated Licensed Advisors (Chubb Wealth Advisors) Who Completed Training Program at Chubb Wealth Academy (Chubb, KKR, Goldman Sachs Asset Management, S64)
11th February 2026 | Hong Kong
Chubb Insurance subsidiary Chubb Investment Management has launched a new wealth management, investment & advisory platform Chubb Wealth for HNW investors (Professional Investors with minimum HKD 8 million / USD 1 million portfolio) in Hong Kong. Chubb Wealth offerings include 1) Digital investing & wealth management, 2) Low & transparent fee, 3) Exclusive & curated funds including from KKR, Goldman Sachs Asset Management & PIMCO, 4) Mutual funds minimum investment lowest is $100 to allow building diversified portfolio, 5) Alternative funds minimum investment lowest is $10,000, and 6) Expert guidance from dedicated licensed advisors (Chubb Wealth Advisors) who completed training program at Chubb Wealth Academy (Chubb, KKR, Goldman Sachs Asset Management, S64). Announcement (11/2/26): “Chubb Investment Management (HK) Limited, a wholly owned subsidiary of Chubb, announced today the launch of Chubb Wealth , a new wealth management platform with a mission to empower high-net-worth (HNW) investors to achieve their long-term wealth goals and aspirations with ease. The platform will launch in Hong Kong, one of the largest and fastest-growing wealth centers globally, with private wealth management assets under management increasing 15% year-on- year to over HK$10 trillion (or US$1.33 trillion) at the end of 2024. The growth is 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. Chubb Wealth presents an innovative proposition as an insurer-backed wealth management platform that features holistic fund investment and advisory solutions. Its offerings include: 1) Seamless digital investing and wealth management: Clients benefit from a streamlined digital experience that covers the entire lifecycle – from onboarding and investing to order execution and advisory services. 2) Low and transparent fee structure: Chubb Wealth 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. 3) Access to an exclusive and carefully curated range of funds: Drawing on Chubb’s global network and longstanding partnerships, the Chubb Wealth platform delivers institutional-grade fund selection and 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. Minimum investments for mutual funds start as low as US$100, enabling clients to build a diversified portfolio to support their wealth objectives. 4) Alternative investment opportunities with lower entry barriers: 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. Clients can invest in alternative funds with a minimum investment of US$10,000, one of the lowest entry points in the industry in Hong Kong. 5) Expert guidance from dedicated, licensed advisors: Clients receive personalized support from Chubb Wealth advisors who have completed a comprehensive training program at the Chubb Wealth Academy – a program co-created in partnership with KKR, Goldman Sachs Asset Management, and S64. These advisors are equipped to deliver professional asset allocation and investment advice. They are incentivized to provide objective, conflict-free advice that is aligned with clients’ long-term wealth goals.”
“ Chubb Insurance Subsidiary Chubb Investment Management Launches New Wealth Management, Investment & Advisory Platform Chubb Wealth for HNW Investors (Professional Investors with Minimum HKD 8 Million / USD 1 Million Portfolio) in Hong Kong, Chubb Wealth Offerings Include 1) Digital Investing & Wealth Management, 2) Low & Transparent Fee, 3) Exclusive & Curated Funds Including from KKR, Goldman Sachs Asset Management & PIMCO, 4) Mutual Funds Minimum Investment Lowest is $100 to Allow Building Diversified Portfolio, 5) Alternative Funds Minimum Investment Lowest is $10,000, 6) Expert Guidance from Dedicated Licensed Advisors (Chubb Wealth Advisors) Who Completed Training Program at Chubb Wealth Academy (Chubb, KKR, Goldman Sachs Asset Management, S64) “
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Ben Rudd, General Manager of Chubb Wealth: “In today’s dynamic environment, Hong Kong’s high-net-worth investors are navigating an increasingly complex landscape marked by market volatility, evolving regulations, and a rising demand for diversification. What they seek is not just another investment platform, but a true partner that understands their ambitions and the challenges they face. Chubb Wealth is designed to meet these needs by combining global investment expertise, objective advice, and a holistic approach to wealth management. 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: “Hong Kong has firmly established itself as a global wealth management center and remains one of the fastest-growing markets. 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.”
Chubb Wealth – Chubb Wealth is a wealth management platform with a mission to empower high-net-worth investors to achieve their long-term wealth goals and aspirations with ease. As a global insurer-backed wealth management platform, Chubb Wealth offers clients seamless digital investing and wealth management capabilities, access to a carefully curated range of funds, and bespoke advisory services. Chubb Wealth is operated by Chubb Investment Management (HK) Limited, an indirect wholly owned subsidiary of Chubb
Chubb – Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb employs approximately 43,000 people worldwide.
Chubb Insurance Subsidiary Chubb Investment Management Launches New Wealth Management, Investment & Advisory Platform Chubb Wealth for HNW Investors (Professional Investors with Minimum HKD 8 Million / USD 1 Million Portfolio) in Hong Kong, Chubb Wealth Offerings Include 1) Digital Investing & Wealth Management, 2) Low & Transparent Fee, 3) Exclusive & Curated Funds Including from KKR, Goldman Sachs Asset Management & PIMCO, 4) Mutual Funds Minimum Investment Lowest is $100 to Allow Building Diversified Portfolio, 5) Alternative Funds Minimum Investment Lowest is $10,000, 6) Expert Guidance from Dedicated Licensed Advisors (Chubb Wealth Advisors) Who Completed Training Program at Chubb Wealth Academy (Chubb, KKR, Goldman Sachs Asset Management, S64)
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