As your finances grow and increase in complexity, we can give you the expertise and tools to manage, protect and grow your wealth. Take advantage of global insights, award-winning products, your Jade Relationship Manager and a dedicated team of experts who work with you to build a portfolio that's right for you.

A holistic approach to your wealth

As a Jade client, you can rely on our global investment expertise and specialist advice to inform and tailor your decisions. 

Whether you choose a holistic approach to managing your wealth, or prefer to make specific product selections suitable for your portfolio, we provide the support you need. 

Your Relationship Manager will work closely with you to identify your investment objectives and develop a strategy that's right for you. 

Protecting for your financial life

Life can be unpredictable, which is why the best personal financial plans consider all eventualities. 

Our team of specialists are committed to understanding your personal plans and will provide insurance solutions tailored to you. From legacy and retirement planning, family protection to life protection and medical insurance in your choice, you can be confident that your plans will protect what truly matters-your loved ones, your way of life, and your future.


Informing your decisions with expert advice

If you'd like to personally manage some or all of your investments, our thought leaders and experts will give you exclusive access to global and local market wealth insights, to help you take advantage of new opportunities and trends. 

However you choose to leverage our investment advice, your Jade Relationship Manager, supported by our investment expert, will regularly review your portfolio to make sure your objectives are met. 

Dynamic wealth management strategy

Designed to suit your needs, we work closely with you to identify your investment objectives and develop a strategy that's right for you. Our expert support team brings together market insights and exclusive wealth solutions, specialising in investments, insurance, property and foreign currency.

A carefully selected Jade Relationship Manager

Your specifically appointed Jade Relationship Manager is one of our most qualified and experienced financial professionals dedicated to understanding your unique challenges and goals.

Prioritised service and preferential products

Multi-lingual support from our senior agents is always on hand to deal efficiently with all of your financial needs, whatever the time and wherever you are in the world.

As a HSBC Jade client, you get priority to access customised products and also enjoy the lending benefits.