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HSBC Wealth Management

Your trusted Wealth partner in achieving your financial aspirations at every life stage.

Our integrated approach

Your Relationship Manager and a team of Wealth Specialists will partner with you, delivering advice, solutions and peace of mind for your financial future.

Combining our 4 key areas of strength, we’re here to help you build, protect and enjoy your wealth.

Insights

Make wealth decisions with confidence, guided by our Wealth Specialists and impactful global insights.
  Find out more about wealth insights>

Planning

Build a tailored portfolio with structured financial planning to achieve your financial goals.
  Find out more about planning

Solutions

Deliver on your wealth strategy’s growth potential through our comprehensive, award-winning solutions and services.
  Find out more about wealth products and solutions

Connections

Seamlessly connect with global wealth opportunities through our international networks and 160+ years of experience.
  Find out more about international connections

Insights

Global and local Chief Investment Officers (CIO) help you stay ahead of the market, and a coordinated team of specialists are ready to support your decisions.

Global wealth insights

  • Receive latest info and analysis from our CIO team across 24 time zones and 14 markets
  • Navigate through opportunity and risk with our in-depth wealth insights, such as FX update, global hot events analysis and more
  View our global wealth insights This link will open in a new window

  Think Wealth This link will open in a new window

Bringing you insights from industry's top minds and aims to answer the most pressing questions on the minds of investors today.

  Quality of Life This link will open in a new window

Providing you with useful perspectives and food for thought on your own financial journey.

Planning

Goal-based planning and strategies to help you achieve your wealth ambitions.

Customised wealth planning in 5 steps

  • Help you better understand your wealth goals
  • Analyse your financial position
  • Plan your life ahead
  • Allocate assets tailored to your needs
  • Optimise your portfolio to aim for growth
  Create your wealth plan This link will open in a new window

  Manage and grow your wealth This link will open in a new window

Learn more about how to accumulate wealth so you can enjoy your life and provide for those you care about, even in the event of an accident. Contact us for personalized advice.

  Explore HSBC China’s Portfolio Review Report (Chinese only) This link will open in a new window

Deliver personalised and dynamic portfolio in visual report anytime, anywhere.

Solutions

Explore our full suite of products and solutions with best-in-market rewards.

Global selection of investment products on all-round criteria

  • 7 criteria for selected local and overseas asset management institutions[@asset-management-institutions]
    Assets under management, investment and research capabilities, risk management capabilities, industry reputation, and more
  • 6 criteria for distributed fund selection[@fund-related-products]
    Fund scale, Investment strategy, risk and return, manager experience, and more
  • Expert evaluation
    Onshore fund specialists + Offshore fund specialists + CIO research team[@cio-research-team]
  Explore a world of investment opportunities This link will open in a new window

  Insurance products and services This link will open in a new window

Enjoy life knowing you have the right support and protection whenever you ever need it.

  Online wealth management platform This link will open in a new window

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

Connections

Take advantage of our global network, products and services to seamlessly manage your wealth across borders.

Build your global wealth portfolio

  • A wide range of fund products[@fund-category]
  • 9 series of structured deposits in local and foreign currencies
  • 3 categories of Qualified Domestic Institutional Investor (QDII) programs-QDII funds/QDII bonds/QDII structured notes
  • 9 currency options of foreign exchange solution
  • Wider products distributed by HSBC China, such as wealth management products, trusts and insurance

  Global investment products This link will open in a new window

Explore our wide range of global investment products.

  Foreign currency solutions This link will open in a new window

Whether it's for saving, travelling, studying abroad or as an investment, we've got Foreign Exchange solutions to meet your needs.

Start your wealth journey now

Make appointment online to open account easier.

Scan QR code to open your account

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Apply online This link will open in a new window

Notes

Investment products are not bank deposits and involve risk. You should invest with caution.

The information provided has been prepared with care; however, the Bank makes no representations or warranties as to its accuracy or completeness and accepts no liability for any loss arising from or in connection with its use. This material is not, and should not be construed as, an offer to sell or a solicitation to buy any financial product, nor should it be regarded as investment advice.

The above is for general information only and constitutes a brief introduction to the relevant products. For full details, please contact the Bank and refer to the relevant product offering documents. All product information and features are subject to the official product documentation.

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