Trusted across generations. Expertise across borders.

Deep heritage

160 years
28 offices globally, 8 in Asia

Leading financial services organization

85M+ clients^{^}
99,000 advisors^{^}
68,800 employees^{^}

Sun Life Private Wealth is Sun Life’s global High Net Worth business, dedicated to helping individuals and families protect, preserve, grow and transfer wealth across generations. It brings together specialised insurance solutions, international expertise and dedicated service to support complex wealth planning needs. 

Our goal is to simplify complex wealth planning needs and provide clients and their advisors with clarity and confidence. 

Sun Life Private Wealth is built on three core pillars: 

Financial Strength and Stability: The confidence of working with Sun Life Assurance Company of Canada, backed by more than 160 years of experience, financial strength and disciplined risk management. 

Specialised Solutions: A comprehensive suite of solutions, across jurisdictions, designed to help protect, preserve, grow and transfer wealth, including Whole Life, Universal Life, Indexed Universal Life, and specialized savings-oriented plans. 

Dedicated Service: High-touch support with personalised attention, responsive service teams and coordinated client servicing. 

Sun Life Private Wealth is designed for High Net Worth and Ultra High Net Worth individuals and families with complex wealth planning needs. This may include those with significant assets, cross-border interests, succession considerations or a desire to structure wealth more intentionally for future generations.

As a Sun Life Private Wealth client, you benefit from our global capabilities combining financial strength, specialist expertise and bespoke insurance solutions designed to help protect, preserve and transfer wealth across generations. With continuity across markets and a discreet, high-touch service approach, we help you move forward with clarity and confidence at every stage of your journey.

Long-term wealth planning helps ensure wealth is structured to support changing needs over time, from personal protection and liquidity to succession and legacy planning. Without a clear plan, families may face unnecessary complexity around wealth transfer, continuity and preserving value across generations. A thoughtful, long-term approach helps provide greater clarity, resilience and peace of mind.

By bringing together our capabilities across key regions, Sun Life Private Wealth provides coordinated support for clients and assets, family and interests across borders.  

As your wealth planning needs become increasingly complex and multi-generational, you and your advisor benefit from access to specialized expertise, dedicated service and tailored solution designed to support wealth accumulation, protection, succession planning and legacy transfer.