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Wealth management

Your goals are unique to you. We’ll help you reach them – first by assessing your situation, then by helping you put a plan in place.

Just starting your wealth journey?

  Create your financial plan This link will open in a new window
  Start your financial health check This link will open in a new window

What is your financial focus?

  Managing and growing money This link will open in a new window
  Looking after your family This link will open in a new window
  Planning for retirement This link will open in a new window
  Funding your children's education This link will open in a new window
  Preserving your legacy This link will open in a new window

Want more market insights?

  Wealth insights This link will open in a new window
  Why invest with HSBC? This link will open in a new window

See my current asset allocation

Asset allocation report (in Chinese only)  

Related products and information

Opportunities for investment

 
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Our experts offer advice to help you capture global opportunities and mitigate risks so you can meet your diversified investment and wealth management needs.Our investment products include: Structured products, Dual Currency Investment, Enhanced Yield Investment, Overseas Investment Plan – Fund (launched by HSBC China), Overseas Investment Plan – Bond (launched by HSBC China), Overseas Investment Plan – Structured Notes (launched by HSBC China), Local Unit Trust and Hong Kong Mutual Recognition of Funds.

Insurance for Your Future

 
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We take into account your protection needs at various life stages to help you find out suitable insurance plans, leveraging on our ability to offer a one-stop platform for your insurance needs.

You could check our insurance partner policies including health insurance, and life insurance, and our online service.

HSBC Wealth Insights

 
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In today’s fast-paced financial world, the only way to get ahead is to be on top of current market events. Tap into our unique market insights and investment analysis to stay informed about the latest trends and regional news with just a few clicks.

HSBC innovative investments (in Chinese only)

 
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We develop innovative products to support your investment and wealth management.

Contact us

Request call back

If you would like more information or get personalised advice about any of our wealth management products or services, please leave your contact information and we will call you back in 1-2 working days.

  Make an appointment This link will open in a new window

Call us

General enquiry on personal financial related service

400-820-3090

Please dial the country code of mainland China +86 if you are calling from overseas, Hong Kong SAR, Macau SAR, or Taiwan

Find a branch

  Find your nearest HSBC branch This link will open in a new window
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