Chubb Wealth Debuts Evergreen Private Markets Fund Series with S64

HONG KONG, Sept. 17, 2026 /PRNewswire/ -- Chubb Wealth and S64 have partnered to launch an evergreen private market fund series tailored for professional investors in Hong Kong, addressing the growing demand from high-net-worth individuals for greater portfolio diversification through institutional-grade private market solutions. The series debuts with two strategies, both investing predominantly in KKR's K-Series.

Alternative investments are becoming increasingly popular among private investors, and according to the 2025 EY Global Wealth Research Report, 51% of wealthy clients globally already have some exposure to alternatives. Additionally, 61% say it is important to discuss alternatives with their advisor, rising above 75% for the wealthiest segments.

To address this rising demand, the new investment fund series is designed to provide simplified institutional-quality access to private markets. Chubb Wealth has also co-created a holistic educational program with S64 and KKR to strengthen Chubb Wealth Advisors' understanding of the strategies and benefits of these alternative funds, and to better support their clients in reaching their financial goals by incorporating these solutions into their portfolios.

Ben Rudd, General Manager of Chubb Wealth, said: "We see increasing demand from investors for private investment products, which usually come with complexity in the process and require significant resources. We are proud to launch our new evergreen fund series, making high-quality private market solutions more accessible. This marks an important step in our strategic partnership, and further solutions are already in development to expand access to additional alternative strategies and asset classes."

Tarun Nagpal, Founder and CEO of S64, added: "Evergreen fund portfolio solutions are quickly becoming the operating standard for private wealth access to private markets. S64 is delighted to partner with Chubb Wealth to launch this innovative program which reflects the evolving direction of private markets distribution."

About 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. It 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 Limited. Additional information can be found at www.chubbwealth.com.

About 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 45,000 people worldwide. Additional information can be found at: www.chubb.com.

About S64

S64 is a global alternative investments fintech and solutions partner to the wealth management industry. The firm specialises in designing, manufacturing, and operating innovative private market investment solutions for private banks, wealth managers, and asset managers across EMEA and APAC. Through its proprietary Arena platform, S64 provides end to end digital infrastructure covering product structuring, onboarding, reporting, governance, and lifecycle management.

Disclaimer

The views and opinions are current as of the date of this news release and are solely for general informational purposes only and do not consider any specific investment objectives, financial situation, and/or particular needs of any specific person who may receive this document. Reliance upon information in this news release is at the sole discretion of the reader, and none of Chubb Wealth, S64, or their respective affiliates shall be liable for any damages arising out of any person's reliance upon this information. Please be cautioned that investment involves risks, and you may not get all your money back. Please consult your own professional adviser and consider your own financial objectives, risk tolerance, and circumstances before making any investment decisions. This news release discusses general market activity, industry or sector trends, or other broad-based economic, market, or political conditions and should not be construed as research or investment advice. This news release is not intended as a promotion, an offer, a solicitation of an offer, or a recommendation to deal in any securities or any financial instruments or services. Past performance is no guarantee of future results. Please refer to the respective fund disclosure documentation for details about potential risks, charges, and expenses. The material contained in this news release has not been reviewed by the Securities and Futures Commission (SFC) or any regulatory authority in Hong Kong.

Licensing Information

Chubb Wealth is operated by Chubb Investment Management (HK) Limited, an indirect wholly-owned subsidiary of Chubb and licensed (CE No. AVR438) under the Securities and Futures Ordinance (Cap. 571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities.

SOURCE Chubb Investment Management (HK) Limited