Wealth management

• Our global network gives you timely global insights on wealth management, FX and market updates to keep you up to date.
  
• We strive to help you capture investment opportunities around the globe while diversifying your risks, and meeting your needs in investment and wealth management.
  

• With 5 steps, your Relationship Manager identifies the most suitable financial solutions to meet you and your family's needs in education, insurance, retirement, legacy planning, alongside wealth management and asset growth.
  
• Enjoy an all-in-one digital experience with our wealth management dashboard: place investment orders and buy insurance products with one click, and sign electronically.
  
• Manage your asset portfolio anytime with our online wealth management platform. Keep an eye on the market 24/7 and seize every opportunity that comes your way.
  

• We help you assess your risk appetite based on your needs with a comprehensive assessment and can offer you one-stop financial solutions that suit you the most.
  
• Monitor your investment portfolio anytime, anywhere with online and mobile banking. View your product performance as well as the latest gains and losses to plan your next step.
  

• Achieve your investment goals with asset allocation. We can help you allocate your assets based on your needs, lower your overall investment risk and maintain steady asset growth.
  
• Based on your goals, we use a comprehensive financial assessment to find out the most suitable solution that suits your risk preferences.
  

• HSBC always puts your needs first. That's why our products undergo detailed assessments before and after they launch.
  
• We develop various products to help you invest globally and to serve you with bespoke services. We are always here to help you manage your wealth.
  

• Our professional dedicated Relationship Manager will be at your service to provide you with the full support you deserve.
  
• Our experienced product specialists are here to offer you the insight you need. Together with our global network and market insights, we strive to provide you and your family with bespoke financial planning.
  

Based on personal objectives and risk preferences, we offer a wide range of wealth management products to cater to your needs and goals.

"I often have to travel overseas for work. Previously, I took on the responsibility of managing my family's finances, but after being promoted and having even more business travel commitments, I've had less time to do this. When my Relationship Manager told me about HSBC Premier Family, I thought the services were just what I needed, so my wife and I immediately joined the programme. HSBC Premier Family allows us to keep track of our overall financial status anytime we want. 

Additionally, we get access to HSBC Premier privileges anywhere in the world, no matter whether I'm out of town for business or whether my wife is on a vacation. With the help of my Relationship Manager, we also got a Family Protection plan to ensure my wife and I can maintain our current quality of life after I retire."