A comprehensive suite of services tailored to your evolving wealth needs
From investment strategies to meticulous financial planning for your wealth, we help you curate an approach that matches your goals enabling you to achieve your ambitions.
As your trusted adviser, we harness the capabilities across HSBC to amplify the impact of your wealth.
Create your banking universe
Access HSBC’s broader network to build a specialist team that works towards your goals.
A dedicated Relationship Manager will be responsible for the forming of connections into our network of specialists supporting you and your family with all needs as they arise.
Relationship Manager
Your primary point of contact, who can introduce you to the specialists best equipped to help build the right financial strategy.
| A dedicated Client Service Executive |
A servicing manager supporting transactional needs |
| Senior Contact Centre Agents | Comprehensive digital solutions on mobile and browser |
| A dedicated Client Service Executive |
Senior Contact Centre Agents |
|---|---|
| A servicing manager supporting transactional needs |
Comprehensive digital solutions on mobile and browser |
| Access to product specialists on a need basis (Credit advisor & specialist , Wealth planner, etc.) |
A Specialist Team Dedicated to You
The service we offer is dependent on the level of engagement you decide need from us. We take care to develop a thorough understanding of you, your family, your business, your lifestyle and your ambitions. We can always provide guidance and support tailored precisely to your individual needs. Your Relationship Manager is your dedicated point of contact, who can introduce you to the specialists best equipped to help you build your financial strategy.
- Chief Investment Office
Drive the end-to-end investment process via top-down market strategy, asset allocation and portfolio construction
- Product Specialists
Provide expertise advice covering foreign exchange, fixed income, equities, funds, structured products and hedge funds markets.
Trading Advisers* proactively provide tactical equity investment advice and up to the minute views on specific markets and stocks.
- Ultra High Net Worth Solutions Team
Tailor solutions that are asset class agnostic for UHNW clients and provides differentiated investment ideas, customised hedging solutions and innovative financing alternatives.
Give access to non-traditional wealth solutions such as capital markets participation, direct investment opportunities, and sophisticated corporate finance advisory services.
Wealth Planners
and Advisers
Design and implement structures to manage your wealth now and for generations to come
- Credit Advisers
Advise complex liquidity and lending requirements and develop strategic financing solutions for you, your family and your business
- Prism Advisory
Monitor your portfolio on daily basis, constantly examining your investments and testing them against thousands of different risk factors.
Note*: operated by HSBC Broking Services (Asia) Limited & its subsidiaries regulated under SFC.
We approach each relationship with care and consideration
As your trusted adviser, we harness the capabilities across our Private, Commercial and Global Market Banking services to amplify the impact of your wealth. We tailor our services, solutions and specialist recommendations across three financial pillars:
Wealth Planning
Protecting your wealth for yourself, your family and future generations. We help you shape your legacy.
Investing
Whether you prefer HSBC to fully manage your portfolio or more participation in investment decisions, we follow a rigorous process to help define and implement your investment strategy.
Financing
Our tailored lending services give you customised borrowing options that can give you more flexibility, helping to protect your wealth and opening up new opportunities for you and your business.