Wealth Management

Our team brings together your customer manager, wealth management consultant, product specialists and globally renowned investment experts to provide you with the latest global wealth management insights to help you grow your wealth.

1-on-1 customer service

Using big data technologies, we provide 1-on-1 customer service with exclusive, customised investment and analytic strategies to ensure product services are fully customised to your needs.
Product specialists to help you identify opportunities

Our product-oriented consulting services combine expert opinions and professional investment planning with customised solutions and a multi-tiered selection process. This way, we can provide you with the wealth opportunities best suited to you.
Personalised wealth management products

We offer a series of private banking exclusive wealth management products, fully utilising HSBC's global resources and advantages to provide investors with more diverse investment channels, including overseas wealth management planning, scarcely available open-end foreign mutual fund options, as well as other investment strategy products to fulfil high net-worth customers' global asset distribution needs.

Our products

Structured deposit products (launched by HSBC China): Structured Deposits, Dual Currency Investment, Enhanced Yield Investment
Funds: Overseas Investment Plan——QDII offshore fund products (launched by HSBC China), Local Unit Trust and MRF-Recognized HK Funds (distributed by HSBC China)
Asset management plans (distributed by HSBC China)
Insurance products (distributed by HSBC China)