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English(EN) Sun Life launches global private wealth platform targeting Asia’s booming HNWI market

Sun Life 推出面向亚洲高净值人士的全球私人财富管理平台

Sun Life 推出了新的综合性私人财富管理平台,旨在为高净值人士(尤其是在亚洲)提供服务,帮助他们在国际范围内管理、保值和转移资产。这家加拿大保险公司此举反映了寿险公司日益扩展到财富管理领域的趋势,并利用了其现有客户群。该平台解决了跨代财富保值的问题,并迎合了当前经济环境下对财务确定性和韧性日益增长的需求。 AI

影响 金融机构越来越多地利用技术和集成平台为高净值客户提供服务,这可能会增加对人工智能驱动的财富管理工具的需求。

排序理由 一家主要金融机构推出针对重要且不断增长的市场细分的新平台。[lever_c_demoted from significant: ic=1 ai=0.4]

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Sun Life 推出面向亚洲高净值人士的全球私人财富管理平台

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一家主要金融机构推出针对重要且不断增长的市场细分的新平台。[lever_c_demoted from significant: ic=1 ai=0.4]
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报道来源 [1]

  1. Fortune TIER_1 English(EN) · Angelica Ang ·

    宏利金融推出全球私人财富平台,瞄准亚洲蓬勃发展的超高净值人士市场

    Insurers are expanding into wealth management, tapping a customer base that already uses their products to protect their finances.