CapBridge, a digital investment platform licensed by the Monetary Authority of Singapore, has announced a strategic partnership with AIA Singapore to distribute tailored insurance solutions for high-net-worth individuals (HNWIs). This collaboration aims to bolster CapBridge’s existing offerings by integrating AIA’s customised insurance products, thereby supporting long-term wealth management and legacy planning.
The partnership will see CapBridge acting as a distributor of AIA’s insurance solutions, complementing its investment and advisory services. This move is designed to address the evolving financial needs of clients, who increasingly view insurance as a critical component of comprehensive financial planning. Janet Liu, CEO of CapBridge, emphasised the importance of this partnership, stating, “By broadening our insurer partnerships, we aim to provide clients with greater choice and flexibility in structuring long-term wealth management and legacy planning strategies.”
Kelvin Kua, Chief Partnership Distribution Officer of AIA Singapore, highlighted the synergy between robust insurance protection and agile investment platforms, noting, “We are delighted to partner with CapBridge to integrate AIA’s wealth and legacy solutions into their digital ecosystem.”
This collaboration aligns with the broader vision of FOMO Group, of which CapBridge is a member, to create a more integrated digital finance ecosystem. By enhancing its insurance distribution framework, CapBridge strengthens its ability to deliver comprehensive financial solutions, supporting the diverse needs of HNWIs within a unified and regulated environment.
