Tailored services

An individual personalised approach

HSBC Private Bank provides personalised solutions for high net worth clients all over the world.
Possessing all the expertise required for financial and wealth optimisation, your private banker, together with the experts at HSBC Private Bank, helps you to achieve your objectives.
After analysing your profile, your private banker will use an open-architecture approach to set up the most appropriate solution given your situation as well as the external environment (fi nancial markets, regulations, tax issues...).

Our teams search the market for the best wealth vehicles, the best managers, the best funds and, more generally, the best financial instruments. Our proposals are based on diversification in terms of financial instruments, asset classes, countries, maturities and budgets.
These solutions are devised with the expertise of wealth engineers teams, discretionary and advisory management and our management company’s know-how in open architecture. They are made available within the legal framework of your choosing, be it advisory or discretionary management.

These solutions, which are available in the legal framework of your choice, either in an advisory or a discretionary capacity, may also be used as part of a programme of tax or wealth optimisation by combining them with leverage, life insurance wrappers or capitalisation contracts. In this way, your private banker looks after implementing the chosen guidelines, their control and regular monitoring and adapting them as time goes by. We keep you informed of asset performance with thorough, detailed and personalised reports.