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Our services

We take the time to understand your investment needs carefully, so you and your family have access to the our disciplined investment process helps define, implement and regularly review your strategy, with tailored solutions to help you grow, manage and preserve your wealth.

A full suite of services for your wealth needs

With more than 150 years of international banking experience, almost unparalleled global network, insights into the local market, seamless collaboration with HSBC's various business lines in mainland China, and joint efforts with the Group's business entities, Global Private Bank China is committed to connecting high-net-worth customers in China with local and global wealth creation opportunities. HSBC's extensive global resources mean that a wide range of wealth management products are available exclusively to our private banking clients so they can achieve their global investment goals.  

A Specialist Team Dedicated to You

Our unique "Relationship Manager + Investment Counsellor" model provides you with tailor-made investment strategy and solutions when helping clients maintain and increase asset value while meeting the multi-dimensional needs of our clients.  We take the time to carefully understand your investment needs and provide tailor-made solutions. The dedicated service team provides our clients with the latest insights on global financial markets and wealth creation opportunities.  From professional investment plans to customised products, we review and select carefully for you.

relationship managers
Relationship Managers

Your dedicated contact who will get to know you and your family in depth, and recommending the suitable experts to help you build a financial plan.

investment counsellor
Investment Counsellors

Tailor-made a wide range of financial solutions that suit your need.

product specialist
Product Specialists

Provide a diverse range of product categories for you to choose from.

01 Identify your objectives:

Analyze your financial situation with your RM & IC to agree your investment objectives for your investment profile.

02 Asset Allocation:

Design long-term strategic asset allocation aligned with your risk profile, attached with tactical positions based on our market outlook.

03 Investment Selection:

Fulfill your wealth managment demand using a variety of investment vehicles and managers.

Five services diagram

04 Portfolio Monitoring:

Comprehensive, consultative approach to ensure the portfolio remains aligned to your objectives and our market outlook.

05 Reporting and reviews:

Regular investment reviews, market commentary and performance reports for your portfolio.

Service relationship model

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:


Customers are at the heart of what we do. We strive to provide comprehensive and personalised wealth management products and services to you, your family and business. You'll have our support all the way to achieve your financial goals.


Philanthropy is one of the foundations of China's sustainability. In 2021, HSBC established 20 philanthropy projects across 6 industries, from fulfilling social responsibility to creating social value and constructing a healthy, sustainable social issue network. Leveraging on the resources of philanthropic activities accumulated by HSBC Group over the years, we have launched the “Philanthropy Club” and established a series of social welfare platforms and forums.  


Latest HSBC China Global Private Banking Products and Funds Research.