AXA and Deloitte Private enhance wealth planning with strategic initiative

AXA Hong Kong and Macau has launched a strategic initiative with Deloitte Private to elevate its wealth management offerings for high-net-worth (HNW) clients and drive sustainable growth in this premium segment. 

This comes as demand for sophisticated, integrated financial strategies grows among high-net-worth clients, according to AXA Greater China’s chief distribution officer Jonathan Li. “In an increasingly professional wealth management landscape, HNW clients are becoming more aware of wealth planning and succession, and are turning to insurance as a strategic tool to hedge risks and support long-term legacy planning.”

Therefore, this initiative marks a strategic step forward in AXA's efforts to provide tailored and innovative wealth solutions. It combines AXA’s expertise in insurance solutions with Deloitte Private’s capabilities in tax planning and wealth advisory, aiming to create a synergy that meets the evolving needs of high-net-worth individuals.

Through this initiative, AXA clients will benefit from AXA’s enhanced access to Deloitte’s professional expertise, enabling highly personalised and comprehensive advice tailored to complex financial requirements. This initiative reinforces AXA’s commitment to delivering a seamless, client-centric experience by integrating holistic wealth management solutions into its service platform.

Backed by Deloitte’s global network and advisory services to AXA, complemented by legacy planning and other offerings, AXA said it remains dedicated to leveraging its expertise and strategic alliances to deliver sustainable value and reinforce its leadership position in the HNW market.

“This strategic initiative with Deloitte Private marks a significant milestone in enhancing our HNW offerings. By combining our insurance expertise with Deloitte’s specialised advisory capabilities, we can deliver personalised and comprehensive solutions that address our clients’ complex and evolving needs, helping them achieve long-term financial success. This reinforces our unwavering commitment to providing superior service and building enduring relationships, while shaping the next chapter of growth in the HNW segment,” Li said.

Allen Wong, Hong Kong business managing partner, Deloitte China, said, “The HNW markets have needs that are distinct from the broader market. With Deloitte Private’s professional insights into wealth and tax management, insurance financial consultants are better equipped to deliver one-stop solutions — from insurance to comprehensive advisory guidance in wealth management, cross-border tax advisory, legacy and succession planning.”

“This approach transforms expertise into tangible business results, strengthens market confidence, and opens new possibilities for growth. Looking ahead, we look forward to working together with AXA to support the HNW segment in preserving wealth and planning for legacy, while reinforcing Hong Kong's position as a leading wealth management hub,” Wong added. 

MARKETING-INTERACTIVE has reached out to AXA for more information.

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