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Making time for wealth management
If you’re someone who operates in the upper management of one or more businesses, you know better than anyone that your time is a precious commodity.
But while actioning urgent business decisions typically takes priority over essential day-to-day tasks, there’s always the risk that putting these upcoming responsibilities to one side will leave you with limited time to address your own personal financial planning desires.
That’s why, at HSBC GPB, we’ve made the process of delegating financial planning for corporate executives a straightforward and streamlined service. Providing you with ready access to our bespoke wealth planning services.
Working directly with our multi-disciplinary team, we’ll aid you in creating or modifying your current personal wealth management strategy to better suit your financial needs and ambitions, while leaving the everyday operations and heavy lifting to us.
Facilitating corporate finance for executives
Regardless of whether you’re only interested in our individual investor services, or you’re looking to engage with our full wealth management suite, our various financial processes allow us to seamlessly accommodate wealth planning for corporate executives at all levels.
Wealth planning and protection
When it comes to replicating continued success in the world of business and investing, planning is a core discipline that everyone should be well-versed in – especially those in an executive business position.
Through our wealth planning and protection services, we’ll help you refine your financial aims and develop a personalised investing strategy. One that puts you at the centre, considers your aspirations and financial ambitions, and formulates an actionable plan for the future.
Personalised banking solutions
As part of our wealth management for corporate executives suite, we’re able to provide high-net-worth individuals with personalised banking services. These can be tailor-made to fit within your wider financial planning framework and include all of the following areas:
- House mortgages
- Local and international foreign exchange
- Credit cards
Investment services
Researching and selecting the right investments can be a time consuming task for busier individuals. But through our investing services, we’ll give you the capabilities necessary to simplify and expedite the process.
Including access to both multi-asset and single-asset solutions, all managed on a fully discretionary basis, our experts can advise and guide your investment decisions, no matter your needs:
On top of this, our worldwide investing approach means we have access to local expertise in every market in which we invest, giving your investment portfolio a global reach.