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.
With proper diversification key to their investment approach, our investment specialists provide regular portfolio reviews.
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.
Transferring assets across generations may involve complex estate and cross-border issues that we can help streamline.