Wrise Group and CTF Life Bermuda today announced a global partnership to deliver a new, integrated approach to wealth management and legacy planning for clients.

The collaboration will use CTF Life Bermuda’s products and services to provide advice for clients in integrated wealth, health and legacy planning globally.

“This landmark partnership with CTF Life Bermuda is a testament to Wrise Group’s vision of creating a seamless and holistic 360-degree wealth management platform for our clients,” said Derrick Tan, group executive chairman, Wrise Group.

The signing ceremony for the partnership agreement took place on Tuesday in Dubai.

Wrise is a growing Asia financial firms, driven by strategic acquisitions of companies, a network of independent qualified advisors and a presence in Singapore, Dubai, Hong Kong, Shanghai, Shenzhen and Tokyo.

CTF Life Bermuda is a wholly-owned subsidiary of CTF Services, a member of Chow Tai Fook Enterprises, which offers wealth management planning and services beyond core insurance.

“Our clients are increasingly focused on leveraging insurance for long-term legacy planning, and this strategic alliance was conceptualised specifically to meet those evolving needs. We are confident that our partnership with CTF Life Bermuda will set a new standard for how EAMs can meet their clients’ holistic wealth needs, while creating more choice, transparency, and value for our clients worldwide,” Tan said.

Wrise will begin distributing a variety of CTF Life Bermuda insurance solutions, including Universal Life Insurance, Indexed Universal Life, and Variable Universal Life, to clients across its private and prestige segments in key markets by the end of the year.

Man Kit Ip, executive director and CEO of CTF Life Bermuda said: “This strategic alliance represents a bold leap in our global expansion. Backed by CTF Group’s ecosystem and its robust company strength – our integrated suite of wealth, legacy planning and health solutions – coupled with Wrise’s expertise in serving high-net-worth individuals, positions us strongly to transcend geographical boundaries to meet the evolving wealth management and protection needs of customers across the globe.”