You are here :  Global homePlan>Wealth planning>Trust and fiduciary services

Sign in to online services

Private Banking Online


Other services


Close window

Trust and fiduciary services

Wherever you are in the world and whatever your circumstances, by establishing a trust or taking advantage of another fiduciary service, you can protect your assets for future generations.

Why consider trust and fiduciary services?


If your family's wealth management requirements are complex, you need to ensure that you have a range of modern and innovative financial services to protect and grow your wealth.

Trusts, foundations and other wealth structures may help you achieve this peace of mind. They may help to preserve capital for future generations, protect your family business or mitigate potential tax liabilities, in addition to offering charitable and other social benefits.

This way, family wealth may be managed privately and independently, providing continuity while helping family members enjoy financial benefits across generations. Most importantly, such structures may be established in accordance with your individual needs and wishes, helping build a global platform to manage your wealth.

In addition to establishing your succession plan, determining who will administer your trust is as important as the decision to create the trust itself. Ultimately, the trustee accepts personal responsibility and legal liability for the financial welfare of the trust fund.



Why do we recommend you turn to Private Wealth Solutions?


As a business line within HSBC Private Bank, Private Wealth Solutions provides wealth planning solutions for high net worth individuals, entrepreneurs and their families through 18 locations worldwide. With approximately USD203 billion (as at 30 June 2011) in private client assets under administration and some 732 employees, we are one of the largest and most versatile fiduciaries.

Professionalism


With Private Wealth Solutions, you have access to a network of international and domestic wealth planning and trust specialists who, working with your other advisers, will design and help to implement the structures you need to protect and preserve your wealth.

Our team includes accountants, lawyers, bankers and trust specialists whose skills and experience add value to the service we provide.

As one of the world's largest professional fiduciaries, we serve the needs of many wealthy families from some 18 locations worldwide.

This expertise has always been important, and never more so than now in the face of increasing demands from governments around the globe for financial transparency. Our depth in resources and expertise means we are well placed to assist our clients in developing and implementing compliant structures and solutions.

Objectivity and independence


Beyond the excellent resources we have at our disposal within the wider HSBC Private Bank, HSBC Private Bank itself is part of a much larger organisation which is strongly committed to our business; a commitment that far surpasses a narrow focus on structuring financial assets under the wider group's umbrella. We practise a genuinely 'open architecture' approach and routinely work with non-HSBC investment managers and advisers (including other Private Bankers) should this be your preference. Equally, we do not insist you transfer your assets into the HSBC Group when we offer you a trust-based solution.

Although we are part of a global financial services group, our trustee companies operate as separate entities which employ their own staff - all of which are separate from the rest of the HSBC Group. This is not just a 'Chinese wall' - it is complete legal separation. As a result, clients can - and do - consolidate assets with different financial institutions under structures with us. Trustee decisions are always made entirely independently of our banking and investment divisions.

A strong tradition of stability and strength


Since its beginnings in 1865, HSBC has established a tradition of safety, stability and strength by emphasising the protection of client assets and prudent growth. Our approach to private family wealth is built around our clients, based on conservative principles and on service excellence delivered by experienced professionals. Today, we continue to build on this solid tradition, which has helped us grow to become one of the largest private banks in the world.

At Private Wealth Solutions, we have earned an enviable reputation for strength, stability and service founded on principles that emphasise integrity, trust, open architecture and a commitment to quality. We are dedicated to keeping your confidence through our advice, expertise and discretion.

If you would like to know more, please ask your relationship manager or contact us.


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, have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Before proceeding, please refer to the full disclaimer.

Looking to find out more about HSBC Private Bank's products and services?

Real life stories
Managing the family business

Looking after global assets

Preserving family wealth
Wealth advisory

Develop a plan that meets the needs of your family now, and for generations to come.

Insurance

Protect your wealth and succession planning strategy with a robust insurance plan.

Family office services

Manage and preserve your family's wealth, wherever you are.

* No endorsement or approval of any third parties or their advice, opinions, information, products or services is expressed or implied by any information on this site or by any hyperlinks to or from any third party websites or pages. Your use of this website is subject to the terms and conditions governing it. Please read these terms and conditions before using the website.