Wealth planning

HSBC Private Bank’s Private Wealth Solutions (PWS) business is one of the world’s largest trust and fiduciary services providers.

Wealth planning

For nearly 70 years, PWS has served generations of international families playing a pivotal role in the organisation and effective transfer of family wealth. We stand out amongst our competitors for having the capability to advise, design and implement bespoke solutions for clients.

Our wealth planning team is fully equipped to have an in-depth discussion on a client’s complete wealth structuring needs including their philanthropic intentions, their need for family governance, probate and estate administration weighed against any tax and legal issues.

Most importantly, we emphasise that our solutions are structured appropriately to suit the client’s needs and these solutions are not limited to a client’s portfolio at HSBC. We place great emphasis on considering the entirety of a client’s assets and how a planning solution will work in the context of these together with the family dynamics.