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Financial intermediaries

In today’s complex and ever-changing environment, choosing the right professional service partner to support your needs is more important than ever. At HSBC Private Bank, we provide an opportunity for lawyers, accountants and other private client advisers to discuss their clients’ wealth management needs with our specialists, initially on a no-name basis, if required.
 
Through Global Wealth Solutions, we offer direct access to an array of services ranging from will writing and estate administration, insurance and tax planning, through to sophisticated wealth planning structures. We also provide access to an independent family office service dedicated to advising clients in the trans-generational issues of wealth and family governance.

Services:

  • Estate planning and administration
  • Escrow services
  • Trusts, companies and foundations
  • Fiduciary services
  • Private trust companies
  • Charitable trusts and foundations
  • Collective investment vehicles
  • Insurance services
  • Wealth and tax advisory services
  • Family office advisory
  • Consolidated accounting
  • Will writing and executorships
  • Relocation services

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.

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