Top of main content

Individual Investors

Listening to and guiding you and your family through complex needs

We are HSBC, the Private Bank for families

At HSBC Global Private Banking we have a successful approach helping individuals and families build and preserve their wealth.

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.

Trusted Heritage⠀⠀⠀

We have over 150 years history of working with the world’s most successful families to support them in sustaining their success for generations.

Global Connectivity⠀

With roots in Asia and extensive resources across the globe, we give our clients access to expertise that brings the world closer.

Leveraged Capabilities

However complex your and your family’s situation and needs are, we can bring together the right people from various specialist areas across the wider HSBC Group for your benefit.

Commercial Expertise

We understand the needs of business owners and offer them opportunities and guidance that complement their expertise for your benefit.

What we offer

Wealth Planning, Structuring And Advisory

It’s important to protect your wealth for yourself, your family and future generations. ​

We have worked in partnership with the world’s most successful families for over 25 years. We help you create the future you want for your families and your legacy. 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.

Investment Capabilities

Our ongoing investment process is designed to ensure that your portfolio is always aligned to your attitude to risk and best able to potentially deliver on your objective.

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 Global Private Banking 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.

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. Fees apply.

Understand your Objectives

The bedrock of any recommendations is a complete understanding of your unique goals and targets.

Determine the appropriate mix of risk and return

Through a highly collaborative process, we agree the most appropriate mix of risk and return required of help you achieve your objectives.

Construct a bespoke investment portfolio

We then build a tailored, diversified portfolio by selecting from our vast range of investment solutions. Our process leverages Aladdin Wealth TM technology, an industry-leading portfolio construction, risk management, and analytics platform

Continuously monitor and discuss your portfolio

We actively monitor your portfolio, offering you deep impactful insights. Our service ensures you are informed and regularly updated.

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.

Lending Services

We have the ability to provide tailor made liquidity, lending and financing solutions to support the specific requirements for our clients.

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.

Lombard Lending

  • Stocks/Bonds
  • Funds
  • Structured Products
  • Alternative Funds
  • Concentrated lending

Real Estate Financing

  • Commercial
  • Residential

Advising on Strategic Financing Solutions & Credit Products

Banking Services

Aside from your investment and wealth planning objectives, you may also have a need for our banking services, which includes saving accounts, credit cards and debit cards, local and internal money transfer. 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.

  • Savings Accounts
  • Credit Cards
  • Bank Accounts
  • Local and International money transfers
  • Debit Cards
  • Global Branch Network
Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.