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Wealth planning

Helping you to achieve your wealth ambitions and goals

A bespoke offering to help you achieve your wealth goals

Whether you are starting from a blank page or have an investment strategy in place, we have the expertise to advise, design and implement bespoke solutions for you and your family, and help you achieve your long term wealth ambitions. 

We have helped international families across generations, and our wealth planning experts are here to find solutions for your wealth structuring needs. 

We can support you in:

  • Developing your investment strategy

  • Building a robust family governance structure

  • Mapping your long term philanthropic intentions

  • Implementing family business succession, probate and estate administration with consideration given to any tax and legal considerations.

Most importantly, our solutions are structured to suit your holistic needs – and not just for the portfolio you hold with HSBC. We can consider the entirety of your assets and plan solutions that will work for you and your family

To learn more about the ways we can support you and your wealth planning, talk to us today. Speak to your Relationship Manager or book an appointment below.

Find out more about our wealth planning solutions.


It makes sense to protect your wealth - for yourself, your family and future generations. How you go about this is a personal decision and a complex one, with many issues to consider that our highly qualified team can support you with.


There are many challenges in managing and distributing a significant and international estate. We can help you identify the best solution for administering and distributing your wealth, during your lifetime and beyond.


Administering trusts and other wealth planning structures is a significant professional commitment that may last generations. We can provide the administrative capabilities and expertise you need to protect and grow your wealth.


Liquidity planning is an important component in an effective wealth management and succession planning strategy. We will help you in tailoring solutions that can provide liquidity in the future to enable you to protect and preserve your wealth across generations.


Private funds can help simplify complex financial arrangements, consolidating wealth whilst satisfying the needs of the wider family which may have different investment needs and preferences.

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.