This initiative brings together AXA’s extensive expertise in insurance solutions with Deloitte Private’s renowned capabilities in tax planning and wealth advisory, creating a powerful synergy designed to meet the evolving needs of HNW 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.

 

Jonathan Li, chief distribution officer, AXA Greater China, says, “As a leading insurer, AXA offers a seamless, integrated one-stop solution of products and services tailored for HNW clients. 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. 

 

“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.”

 

Allen Wong, Hong Kong Business managing partner, Deloitte China, says, “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.”

 

As demand for sophisticated, integrated financial strategies continues to grow among HNW clients, this initiative represents a strategic step forward in AXA’s efforts to deliver tailored, innovative wealth solutions. 

 

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