Senior Corporate Executives

At HSBC Private Bank we have a successful approach to working with clients who hold senior leadership positions within corporate organisations.

For corporate executives such as CEOs, CFOs and COOs, we recognise that time is often a precious commodity.

Managing wealth effectively can sometimes fall by the wayside. We therefore understand the importance of providing our clients with efficient access to a multi-disciplinary team, which provides solutions built around the specific banking, investment and wealth planning needs of these individuals.

Wealth Planning and Protection

Planning is a core discipline. For example, you may not know whether you can maintain your current standard of living once you have stopped working; or you may not be clear how inheriting wealth may impact your family or other beneficiaries. A disciplined approach is needed to plan personal wealth and it is sometimes hard to determine what your goals are and how to reach them. Considering fundamental questions such as what drives you as an individual, your guiding principles, what you want for your family and your legacy can seem complicated. Understandably it’s all too easy to delay this planning. We will help you step back and consider matters from a personal standpoint, reflecting on what matters most to you and your family. We can develop personalised strategies, working with you to identify and formulate your goals.

Banking Solutions

Aside from your investment and wealth planning objectives, you may also have a need for our banking services, which includes house mortgages, buy-to-let loans, foreign exchange, credit cards, time deposits and overdrafts. Where you have concentrated company stock positions as part of your overall wealth, we can design investment strategies aimed at gradually reducing risk over time. Where it’s right for you, your employer stock positions can often be used as collateral to provide a source of liquidity should you be unable or unwilling to divest your stock.

Investment Services

Choosing the right investment strategy is time-consuming. It demands much research, the formulation of a strategy and the ability to execute it. Through HSBC Private Bank you have access to HSBC’s global investment capabilities, which include multi-asset and single asset solutions managed on a fully discretionary basis, as well as advisory services guided by investment professionals who are part of the Global Private Banking’s investment network. There are specialists on the ground in all of the key markets including Singapore, Hong Kong, Geneva, London and New York. This global reach means we have local insights into every market in which we invest.

A disciplined approach is needed to plan personal wealth and it is sometimes hard to determine what your goals are and how to reach them.

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.

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