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Wealth Management Platform

Manage your investment portfolio wherever you are with our range of wealth management platforms.

Key benefits

  • Keep track of all market changes 24 hours a day and capture opportunities
  • Manage assets in multiple currencies and countries to diversify potential risks in investment and wealth management
  • Manage your portfolio anytime, anywhere to optimise your asset allocation

Powerful platforms to manage and grow your wealth

1. Wealth Dashboard

  • Manage your investment products with ease
  • Comprehensive review of your portfolio

2. Strategic Retail Brokerage Platform - Structured Deposits

  • HSBC Structured Deposits - Strategic Retail Brokerage Platform (SRBP)
    Convenient to use, and easy to place order
  • SRBP - Structured Deposits online tailor-made solution

    HSBC China provide tailor-made solution for Structured Deposits. Via digital channel, you can freely create your own product by choosing product payoff, underlying, and parameters based on your own risk profile, market view and preference. 

    The system will provide quotes and scenario analysis immediately, and product will be trade one day after order placement.

3. Strategic Retail Brokerage Platform - QDII Funds

  • Global asset allocation
    Carefully selected overseas funds in RMB , USD, HKD, CAD and AUD
  • Multiple transaction channels
    Make subscription, switch, redemption and other transactions 24x7* on HSBC Online Banking, WeChat Service Account and Mobile Banking
  • Keep track of your funds
    Check performance, annual returns and your investment positions around the clock

*The Bank reserves the right to open or suspend subscription according to the QDII quota limit. Subscription status may be found at HSBC branches, our website and HSBC WeChat service account.

If you meet the prerequisites you can subscribe for the Overseas Investment Plan - QDII Offshore Fund via HSBC Online
Banking. After logging on to personal banking, you can use the Strategic Retail Brokerage Platform - QDII Funds (opening hours: 3am - 9pm daily) to make transactions. However, you may not be able to carry out Investment Plan transactions (i.e. subscription, redemption, switch and cancellation orders) outside its opening hours due to system maintenance.

4. Strategic Retail Brokerage Platform - Dual Currency Investment

  • Manage your Dual Currency Investment through various digital channels
  • Choose your investment currency, linked currency and conversion rates
  • Keep track of market changes anytime, anywhere

5. Strategic Retail Brokerage Platform - Local Unit Trust

  • Trade multiple asset classes
  • Make subscription, switch, regular investment plan or redemption of local open-ended funds
  • Perform quick searches by product risk level, fund manager or fund portfolio

6. Strategic Retail Brokerage Platform - Mutually Recognized HK Funds

  • Covering RMB, USD and HKD
  • Make subscription, regular investment plan, redemption of MRF-Recognized HK Funds
  • Perform quick searches by product risk level, fund manager or fund portfolio
  • Keep track of your fund performances, annual returns and your investment positions

How to invest

HSBC Online Banking

You will need a Security Device or two-factor authentication to log on and apply. 

Scan QR code to download HSBC China Mobile Banking APP 

QR code on HSBC China Mobile Banking APP

Scan QR code to follow our official WeChat Service Account “HSBC China Customer Services” (in Chinese only)

QR code on HSBC China Customer Services

Contact us

This link will open in a new window

Visit any of our HSBC branches with your valid ID card to register for this service.

Opening hours: Monday-Friday, 9am-5pm (some branches may provide limited weekend service)

By phone

For general inquiry (RBWM only)


Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Frequently asked questions

  • Wealth management is not equal to deposit. Please be aware of the risks associated with the product and make prudent investment decisions.
  • When planning to invest in a investment product for the first time and you have not completed a risk profiling questionnaire, your relationship manager will provide you with the opportunity to complete a risk assessment questionnaire to assist you in understanding your risk tolerance level. Since your risk appetite may change from time to time and you may vary your risk appetite depending on the purpose of your investment, or if you have completed the risk tolerance assessment questionnaire more than 12 months prior to once again wanting to purchase a wealth management product, the bank will provide you with an opportunity to re-assess your risk tolerance level. You can also request a re-assessment if the factors influencing your risk tolerance has changed (including age, financial status, investment experience, investment objectives, earnings expectations, risk appetite, liquidity requirements, risk perception, risk tolerance, etc). Before you subscribe to the product, please be reminded to check whether your risk tolerance matches the risk rating of the product to be subscribed. You will not be able to subscribe in the event of a mismatch.
  • The bank does not provide any opinion, advice or recommendation on your purchase of investment products. You should investigate and analyse the products you intend to purchase and consult with your personal legal adviser, regulatory stipulations, tax implications, financial and accounting consultants before making the transaction, so as to fully understand and confirm the risks pertaining to the nature of the product, or risks regarding other legal, financial, tax and other aspects. You should make investment decisions, including decisions regarding the suitability of the transaction, based on your own independent judgement, risk tolerance, investment experience, investment objectives, investment needs and advice that you deem necessary.
  • In order to protect your rights and interests, please review all the documents and information about the products to fully understand the product structure, product features, risks, expenses and other information of the product before purchasing any products. You should ensure that the funds used to purchase the product belong to you.
  • After you make the decision to subscribe/purchase products, you should complete the process of subscription/purchase through the bank's online platform by yourself. If you have any questions or doubts about the products to be subscribed/purchased or related documents during the subscription/purchasing process, you should immediately stop the subscription process and visit our branch to have an authorised sales person to provide you with assistance and/or explanations.