Aviva Newsroom - 16 June 2009

Aviva brings award-winning inverstment portfolio administrative platform to Hong Kong.

Single log-in provides 24/7/365 online access to over 200* authorised investment funds Uncomplicated infrastructure minimises administration and allows advisers to focus on advising

16 June 2009

Aviva is introducing to independent financial advisers (IFAs) in Hong Kong a new and innovative way to manage client portfolios through Wealth Navigator. Already a market leader and winner of numerous industry awards in Australia and Singapore, Wealth Navigator is a one-stop investment portfolio administration service, which allows IFAs to more effectively manage and track clients’ investments. Wealth Navigator is developed and backed by Aviva, the world’s fifth largest insurance group specialising in long-term savings, fund management and general insurance.

Key Features of Wealth Navigator :

  • 24/7/365 online access to over 200* authorised unit trusts and mutual funds together with a wide range of support services including daily and historical fund prices and charting, fund house research and articles and financial planning tools
  • Consolidated reporting allowing advisers to transfer and consolidate clients’ investments from other financial institutions into one single account. Portfolio management and tracking will become simpler than ever.
  • Straight-through processing enables orders to be placed anytime and anywhere. No manual processes are needed for transaction orders and advisers can leave the administration to the system.
  • Dedicated support and assistance ensures that advisers are making the most of the Wealth Navigator service to further enhance client service and drive business.

The Hong Kong financial planning industry has experienced strong growth over the past 10 years and is poised for further growth owing to rising personal wealth, improved financial literacy and an ageing population. According to the Thought Leadership Industry Outlook Report published by the Institute of Financial Planners of Hong Kong in July 2008, the local financial planning industry is expected to grow rapidly over the next few years.

"We are excited to be playing a lead role in the growth of the financial planning industry by providing IFAs in Hong Kong with a strategic partnership based on trust, simplicity and service quality. The wide range of products and service offerings available on the Wealth Navigator platform enables advisers to better manage and support their existing clients as well as to source and develop new relationships," said Aviva Hong Kong’s Managing Director Simon Phipps at the launch event.

"Wealth Navigator is designed with simplicity in mind. The uncomplicated infrastructure minimises the amount of time advisers have to spend on menial administrative tasks and allows them to do what they do best: advising," Mr. Phipps added.

Wealth Navigator currently offers over 200* authorised unit trusts and mutual funds from 10* fund houses. Mr. Phipps said Aviva will further expand the range of products and services available on the Wealth Navigator platform.

To mark the launch of Wealth Navigator in Hong Kong, Craig Bingham, Asia Pacific Chief Executive Officer at Aviva Investors, shared his insights on the outlook for Asian markets.

Mr. Bingham said, "We believe that Asia continues to offer attractive opportunities and we remain positive on our outlook for the region given the strong balance sheets of both Asian corporates and governments."

"It is important to have a business strategy that drives sustainable profit growth. Through Wealth Navigator, IFAs can partner with us to build a business model that provides revenue in both bull and bear markets, in a hassle-free way." Mr. Phipps concluded.

For further information on Wealth Navigator, please visit:

*as of 15 June 2009, more to follow.

For media enquiries, please contact:

Cora Wan
Tel: 2837 4757

About Wealth Navigator

Hong Kong

Wealth Navigator is administered by Aviva Portfolio Investment Services Limited (CE number: AQH127) and licensed with the Securities and Futures Commission to carry on Type 1 regulated activity (dealing in securities).

In Australia and Singapore, the one-stop investment portfolio administration service is marketed under the Navigator brand.


Navigator was the first platform to be appointed by the Board of Singapore's Central Provident Fund (equivalent to Hong Kong's MPF) to offer and administer the Board's unit trust offerings to members.


Navigator in Australia has received Smart Investor Blue Ribbon Award from The Australian Financial Review in 2008. It is ranked by Investment Trends as No. 1 for transactions for 4 years in a row from 2006 to 2009. A research by Open Mind in 2006 found that 93% of customers were satisfied or very satisfied with the experience with Navigator.

About Aviva plc

  • Aviva is the world's fifth largest* insurance group, serving 50 million customers across Europe, North America and Asia Pacific.
  • Aviva's main business activities are long-term savings, fund management and general insurance, with worldwide total sales of £51.4 billion and funds under management of £381 billion at 31 December 2008.
  • Aviva Asia Pacific, operates in Australia, China, India, Korea, Sri Lanka, Hong Kong, Singapore, Malaysia, Taiwan and the Middle East

*based on gross worldwide premiums at 31 December 2007

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