AXA Hong Kong partners with Deloitte
AXA Hong Kong and Macau has launched a strategic initiative with Deloitte Private to strengthen its wealth planning capabilities for high-net-worth clients, combining insurance solutions with tax advisory, succession planning, and broader wealth management services.
Under the initiative, AXA clients will gain access to Deloitte’s expertise in areas such as cross-border tax planning, legacy structuring, and complex financial advisory, enabling more personalized planning for affluent individuals with multi-jurisdictional and intergenerational needs.
The collaboration reflects growing demand among high-net-worth clients for integrated financial strategies, with insurance increasingly positioned as a tool for risk management, wealth transfer, and long-term legacy planning rather than standalone protection.
For AXA, the move is aimed at deepening relationships in the premium segment and supporting growth in Greater China, while Deloitte Private will support AXA’s financial consultants with specialized insights to deliver more comprehensive, one-stop advisory solutions.
“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.” – Jonathan Li, Chief Distribution Officer, AXA Greater China.
