Investment Services

Each individual investor has their own unique set of circumstances. However, some financial situations are common to wealthy individuals and families. We carefully analyse your needs and create tailored investment solutions to suit you and your family.

Opportunities and challenges of wealth

Tailored to meet the needs of wealthy individuals and their families, we offer the following investment services and solutions:

Liquidity event management

We provide products from across the HSBC Group to help with your investment, financing and liquidity needs. For example, if you’re selling a business, you may need integrated investment advice and estate planning. Or if you’re taking a business public, you might want help managing new liquid assets.

Portfolio management

With proper diversification key to their investment approach, our investment specialists provide regular portfolio reviews.

Lifestyle considerations

As your career and lifestyle evolves, the decisions you make can affect your income. This may mean you need to re-evaluate your investment strategy. Your personal preferences – such as religious beliefs and social concerns – are a further consideration as they can present investment restrictions that require tailored solutions.

Multigenerational issues

Transferring assets across generations may involve complex estate and cross-border issues that we can help streamline.

It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.

Managing your wealth requires a coordinated financial and investment strategy, and an adviser who understands your needs.

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Risk warning

It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.

Legal Information

The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, may have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Please contact a Relationship Manager for details of services and products that may be available to you.

The use of the label ‘HSBC Private Bank’, ‘we’, or ‘us’ refers to HSBC’s worldwide private banking business, and is not indicative of any legal entity or relationship.

This information is entirely qualified by reference to the terms and conditions of the specific service, if any, provided by the relevant HSBC company.

Nothing here is to be deemed an offer, solicitation, endorsement, or recommendation to buy or sell any general or specific product, service or security and should not be considered to constitute investment advice.

Please note that HSBC Private Bank does not provide Legal and Tax Advice.

Before proceeding, please refer to the full disclaimer and the Terms and Conditions. Read more