S64, the global alternatives fintech and solutions provider to the wealth management industry, today announced that Chubb Wealth, the recently launched wealth management platform of Chubb Life, has partnered with S64 to manufacture a tailor-made, evergreen private markets fund-of-funds programme.

S64's portfolio solution gives Chubb Wealth the ability to offer internal, fully owned evergreen private markets products whilst outsourcing the operational machinery to S64. Semi-liquid evergreen portfolios require complex structuring and continuous lifecycle management that most wealth distributors find difficult to maintain. Through S64’s white-label model, Chubb Wealth retains ownership of the products and client assets while harnessing the same manufacturing and technology framework S64 applies to the world’s leading GPs.

S64’s technology will also serve as the foundation for Chubb Wealth Academy, an exclusive, AI-driven digital private markets education portal for Chubb Wealth advisors.

Chubb Wealth's programme comprises two evergreen investment strategies: Income and Balanced, developed in collaboration with one of the world’s leading global private markets asset managers and implemented using S64’s evergreen fund solutions architecture and Arena technology platform. S64 has manufactured both strategies, bringing together fund structuring, operating design, fund management, and technology to support the full lifecycle of semi liquid evergreen private markets investing.

Tarun Nagpal, Founder and CEO of S64, commented:

“Evergreen fund portfolio solutions are emerging as the operating standard for private wealth access to private markets. For many wealth platforms, building an own-brand evergreen programme has historically been difficult to execute without specialist structuring and an operating infrastructure designed for semi-liquid investing. We are delighted to support Chubb Wealth with an institutional-calibre programme that reflects where private markets distribution is heading, and reinforces S64 as the go-to partner for evergreen fund portfolio solutions manufacturing.”