CapBridge partners with AIA for legacy planning to expand wealth offerings

New products support asset protection and legacy planning via digital platform.

CapBridge has partnered with AIA Singapore to expand its insurance offering for high-net-worth clients.

Under the partnership, CapBridge will distribute AIA’s customised insurance products through its digital investment platform. 

The products are aimed at supporting wealth protection, estate planning and long-term financial security, alongside CapBridge’s existing investment and advisory services.

CapBridge said the move reflects changing client needs, as more investors look beyond returns and focus on protecting assets and planning for the transfer of wealth across generations. By adding insurance to its platform, the company aims to offer a more com

plete approach to financial planning.