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Family Offices

We support families in designing, building and managing their family office

HSBC Global 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.

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.

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.

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 Office Advisory services delivers experience and expertise to help families establish a robust family governance framework, and guide you through the process of assessing, planning, establishing and operating a bespoke family office structure tailored to your needs.

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. 

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.