Family Offices

HSBC Private Banking seeks to provide an industry-leading Single Family Office proposition, which brings together the best of HSBC Group in a holistic offering to help family offices generate, manage and preserve wealth.

Family offices

Beyond Standard Practice

We support families in designing, building and managing their family office, whether triggered by a significant liquidity event, or as a result of the scale and complexity of family wealth out-growing previous platforms. We recognise your unique goals, challenges and ambitions as a family and we strive to deliver a tailored end-to-end solution that goes above and beyond conventional private banking.

You may be considering the establishment of a family office but are unsure whether this is the right solution for your needs. Or you may have already decided to set up a family office but require assistance to make it happen. Your family office may encounter challenges in cross-generational wealth structuring or fulfilling your philanthropic goals. Whatever your circumstances, our Single Family Office team is ready to help you formulate a plan that is best suited to your unique needs.

Wealth Planning and Protection

We have a long history of working with business families and families managing their own financial wealth. Our Family Governance and Family Enterprise Succession services delivers experience and expertise to help families establish a robust family governance framework. Our Private Wealth Solutions (PWS) division is one of the world’s largest private trust and estate planning businesses and we are proud to have been awarded first place in Bloomberg Markets’ annual survey of Family Offices for the last four years.

Investment Management

Depending on the functions your family office is mandated to perform, you may choose from a number of investment approaches, from fully discretionary to active advisory to execution only. You will also have access to our Chief Market Strategist and an award-winning Alternative Investment team with the capability to build a bespoke alternatives portfolio. In addition, our Global Solutions Group presents investment ideas beyond classic wealth management.

Credit Solutions

We understand that your family office could benefit from leverage to enhance return and improve liquidity. Our lending services encompass Lombard lending, single stock lending, residential mortgage and other tailored lending. We can also connect you to the HSBC Corporate Banking franchise, which may be able to finance your family business and new ventures.

Banking Services

Like all businesses, your family office has a need for traditional banking products. As a global organisation at the forefront of bank innovation, we can provide your family office with a comprehensive range of products from basic currency accounts to an institutional Global Custody platform, and global cash management solutions. For highly sophisticated clients we can also introduce prime brokerage and direct access dealing services.

We recognise your unique goals, challenges and ambitions as a family and we strive to deliver a tailored end-to-end solution that goes above and beyond conventional private banking.

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. If you have concerns about any investment or are uncertain about the suitability of an investment decision, you should contact your Relationship Manager or seek such financial, legal or tax advice from your professional advisers as appropriate.

Please note that HSBC Private Bank does not provide Legal and Tax Advice.

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