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Family Office & UHNW

Our tailored solutions are designed to match the intricacy of UHNW individual and Family Office needs, leveraging the HSBC Group’s extensive international capabilities and comprehensive solutions.

Access networks and expertise from across HSBC

With a global heritage and expertise in managing substantial wealth, our dedicated services are crafted to exceed the expectations of our UHNW clients.

Through our Commercial Banking, Asset Management and Global Banking & Markets teams, our Ultra High Net Worth and Family Office clients have direct access to a range of investment opportunities & expertise beyond traditional Private Banking.

Connect your wealth globally

Our universal banking model means we can give our clients access to over 60 markets through our Private, Commercial and Global Markets Banking teams. ​

Wherever you are or wherever you’re interested in, borders don’t need to hold you back.

Access universal banking from across the HSBC Group

HSBC group capabilities allow us to provide global access and solutions to fulfil UHNW client needs through the lifetime of their Family Office from establishment through to management, growth and preservation.

Access Asia and Emerging Markets

Our long-standing presence in Asia combined with our strong network in Europe, the Middle East and the Americas, ensures we always speak your language; putting our team of global experts in a unique position to provide opportunities wherever  you’re based connecting your wealth to key regions of growth.

Shape your family’s wealth

We’ve been working with families and family businesses for generations; we can help shape what your tomorrow looks like.​

Whether you’re looking to set up and professionalise your family office, create a family governance framework, embrace sustainable investments, or explore sophisticated and tailored succession plans for your company, we will partner with you to provide bespoke solutions.

We partner with you and your family

We provide bespoke solutions based on the complexity of your needs at all stages of your family office journey.

Wealth Planning, Structuring and Advisory

The journey to realise your vision for the transition of your wealth is a personal one. Our role is to work with you to understand your objectives to structure your assets. We will work with your advisors to create the optimum approach to managing your wealth needs. 

Institutional-quality Advisory services

Our platforms and experts enable us to provide you with an institutional-style approach to risk management, underpinned by industry-leading Aladdin Wealth™ technology

Bespoke Financing and Credit Solutions

Our capabilities include everything from Lombard lending and real estate financing to investing in art or purchasing private jets.  ​

Our dedicated credit specialists can structure credit solutions such as lending against concentrated equity positions, or any other bespoke financing needs you may have.

Alternative Investments

We give our clients exposure to alternative investments, these encompass hedge funds, private equity, private credit, real estate and infrastructure. Our range of products and services has continuously adapted, ensuring each solution is perfectly suited to our clients' unique requirements. ​

Multiple vintages and capital raises run throughout the year, across primary investments, secondary investments and co-investments, this is one of our key services for UHNW clients.

Managed the right way, your wealth can be a tool that helps you achieve your goals. 
We're here to help you do just that.

Creating a family office

You may be considering establishing a family office but 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 expert team is ready to help you deliver a solution that meets your unique needs.

We are HSBC, the Private Bank for families

Enabling success for younger generations

At our annual flagship retreats for 25-35 year old family members we provide a stimulating programme ranging from financial education and investment themes to family governance and philanthropy. Hosted in different locations around the world and attended by only select individuals, these events provide the opportunity to speak freely and learn from others in a private and discreet environment. Examples from past events such as Singapore can be viewed here. With their first-hand experiences, they share their exciting, sometimes challenging, world of family business management, the art of smooth succession, and the balancing act of aligning personal aspirations with business objectives. These narratives, are set to inspire those stepping into the arena of family-run enterprises, equipping them with the tools to seamlessly blend tradition with new visions. Speak to your Relationship Manager to find out about attending future programmes.

News and Insights

Family Governance

Succession Planning

Global Family

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