七月 28, 2026

永明金融推出 Sun Life Private Wealth 綜合平台 支援高淨值及超高淨值客戶跨市場財富管理需求

香港(2026年7月28日)— 永明金融今日宣布推出「永明私人財富」(Sun Life Private Wealth)綜合平台,旨在協助高淨值及超高淨值人士、家族及理財顧問,更有系統地建立、守護並跨代傳承財富,以應對日益增加的跨市場財富管理需求。

(左至右) 永明私人財富行政總裁 Mr. Sujoy Ghosh以及香港永明金融有限公司行政總裁林嘉言先生。

 

「永明私人財富」的推出,進一步體現永明金融對高淨值及超高淨值客戶的長期承諾。平台把永明金融的全球網絡、專業實力及跨市場服務能力整合於同一體系,為客戶及理財顧問提供更一致、更流暢的體驗。

自1996年於百慕達設立高淨值業務以來,永明金融一直是高淨值保險市場的先驅,亦是首家設立相關業務的人壽保險公司。過去三十年,永明金融先後於百慕達、香港及新加坡拓展高淨值業務,累積深厚經驗,亦獲不同世代客戶長期信任。

永明私人財富行政總裁 Sujoy Ghosh 表示:「『永明私人財富』把我們多年累積的專業與優勢整合於同一平台,標誌著高淨值業務發展的重要里程碑。隨著財富配置愈趨全球化,家族需要亦愈見多元而複雜,客戶及理財顧問更需要一位值得信賴的夥伴,在財富管理不同階段提供專業支援。『永明私人財富』結合我們的財務實力、專業知識及深厚的本地市場經驗,協助客戶建立、守護並推動跨世代財富規劃目標的實現。」

 

積極回應富裕家庭不斷演變的財富管理需求

永明金融推出私人財富業務之際,全球私人財富持續增長,亞太區的重要性亦日益提升。2025年全球高淨值人士財富增長8.7%,達98.3萬億美元1;亞太區增幅更為全球最高,達10.5%。同年,全球跨境財富規模亦上升8.4%,至15.7萬億美元2

現時亞洲不少高淨值客戶具備成熟的財富管理理念及國際視野,其資產、業務及家庭成員往往分布於不同地區,因而帶動跨境保障安排、財富累積與傳承規劃,以及多元資產配置與管理等需求。

永明金融於2025年發布的傳承規劃調查顯示,67%新加坡高淨值受訪者及44%香港高淨值受訪者憂慮財富未能傳承至下一代。調查亦指出89%新加坡受訪者及91%香港受訪者曾就傳承規劃諮詢專業意見,或有意於未來尋求相關建議。

Sujoy 續指:「面對高淨值客戶需求愈趨國際化、互聯互通,我們的服務模式亦必須與時並進。過去18個月,我們建立統一的業務受理及核保平台,整合流程與表格,並提供全天候支援,進一步把各地團隊的專業與資源連繫起來,打造更緊密的全球網絡,為分銷夥伴及其客戶帶來更順暢的體驗,同時由永明金融處理跨市場營運所涉及的複雜性。」

憑藉逾160年的全球營運經驗、深耕亞洲133年的穩固基礎,以及在高淨值保險市場的先驅地位,並配合標普授予、屬全球人壽保險業領先水平的「AA」級長期財務實力評級3,永明私人財富充分展現永明金融在百慕達、杜拜、香港及新加坡等主要財富管理中心的策略布局與服務能力。

1資料來源:凱捷《全球財富報告》

2資料來源: BCG《2026年全球財富報告》

3上述財務實力評級由加拿大永明人壽保險公司持有。資訊截至2026年3月31日。

 

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永明金融簡介

永明金融是主要的國際金融服務機構,為個人及機構客戶提供資產管理、財富、保險及健康方案。永明金融在全球多個市場發展業務,當中包括加拿大、美國、英國、愛爾蘭、香港、菲律賓、日本、印尼、印度、中國、澳洲、新加坡、越南、馬來西亞及百慕達。截至2026年3月31日止,永明金融管理的總資產為 15,800億加元。如欲了解更多資訊,請瀏覽www.sunlife.com

Sun Life Financial Inc. 於多倫多 (TSX)、紐約 (NYSE) 及菲律賓 (PSE) 的證券交易所上市,交易代號為「SLF」。

傳媒聯絡:

Sandpiper

全球: sunlifepw@sandpipercomms.com

香港:sunlifehk@sandpipercomms.com

新加坡: SunlifeSG@sandpipercomms.com

 

永明金融

Grace Ngoh

亞洲資產管理私人財富傳訊主管

grace.ngoh@sunlife.com

This press release is provided for general information purposes only and does not constitute, and should not be construed as, solicitation or offer to purchase any insurance product. Nothing contained herein is intended to constitute any financial, insurance, legal, accounting, or tax advice. Any references to Sun Life’s operations in different jurisdictions are intended solely as corporate information.

Sun Life Assurance Company of Canada is an insurance company federally incorporated in Canada, with OSFI Institution Code F380 and its registered office at 1 York Street, Toronto, Ontario, Canada M5J 0B6. It is regulated by Office of the Superintendent of Financial Institutions, Canada.

Life insurance products available through the international business based in Bermuda are offered by Sun Life Assurance Company of Canada (Bermuda Branch), which is licensed and regulated by the Bermuda Monetary Authority to carry on long-term insurance business in Bermuda. These products may not be sold in the United States, nor to citizens or residents of the United States, nor to residents of Bermuda or Canada. Other restrictions may apply. 

Sun Life Assurance Company of Canada Singapore Branch (UEN T19FC0132B) is registered with the Accounting and Corporate Regulatory Authority of Singapore as a foreign company with its registered office at 50 Raffles Place, #26-04 Singapore Land Tower, Singapore 048623 and carries on life insurance business in Singapore. It is licensed and regulated by the Monetary Authority of Singapore. Not all life insurance products of Sun Life Assurance Company of Canada Singapore Branch are available to all individuals. Other restrictions may apply. 

Sun Life Hong Kong Limited (incorporated in Bermuda with limited liability) is an authorized insurer in Hong Kong to carry on long-term life insurance business in or from Hong Kong. It is licensed and regulated by the Insurance Authority of Hong Kong. Life insurance products of Sun Life Assurance Company of Canada may not be marketed to the public of Hong Kong.  Other restrictions may apply.

Sun Life Financial Inc. trades on the Toronto (TSX), New York (NYSE) and Philippine (PSE) stock exchanges under the ticker symbol SLF. Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. Sun Life Hong Kong Limited (incorporated in Bermuda with limited liability) is a wholly-owned subsidiary of Sun Life Assurance Company of Canada and operates in Hong Kong.

Sun Life (DIFC) Limited, a company formed and licensed under the laws of the Dubai International Financial Centre (“DIFC”), is authorized and regulated by the Dubai Financial Services Authority to carry out Advising on Financial Products and Arranging Deals in Investments in relation to Rights Under Long Term Insurance Contracts. Sun Life (DIFC) Limited is a member of the Sun Life group of companies.

In certain communications, we may refer to our High Net Worth life insurance business unit as “Sun Life Private Wealth”, “Sun Life Private Wealth Bermuda”, “Sun Life Private Wealth Singapore” and/or “Sun Life Private Wealth Hong Kong” strictly as marketing names only; no legal significance is thereby expressed or implied. 

Sun Life Assurance Company of Canada is a member of the Sun Life group of companies. The Sun Life group of companies operates under the “Sun Life” name. Sun Life Financial Inc., the publicly traded holding company for the Sun Life group of companies, is not a product offering company and is not the guarantor of the obligations of its subsidiaries.

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