Private Banking from HSBC

At HSBC Private Bank we aim to be your advisors, to make your money work harder for you. We assume nothing about you or your situation, your aims or your aspirations. We keep an open mind towards the world of finance, the markets and investments.

This way, we can develop a relationship based on mutual understanding, respect and most importantly on trust, in order to achieve your short and long-term goals. As our client, you'll benefit from a wide range of expertise and experience to support every aspect of your wealth management.

If you have a minimum of £1 million (or currency equivalent) in investable assets our specialists will work towards delivering a personalised solution suited to your needs.

Banking services - onshore and offshore

We offer a full range of banking services in all major currencies, along with payment services and securities safe-custody. Statements provide a consolidated picture of your investment portfolio and are available on-line.

- Current accounts (Euro, Sterling and US dollar), overdraft facilities.

- Foreign exchange, international transfers.

- Loans, property finance and margin finance on investment portfolios.

Managing your wealth

We provide research, advice and trading execution helping to create diversified portfolios combining traditional and alternative investments.

- Advisory portfolios for equity, bond, and money market investments.

- Management of external funds of funds.

- Alternative investments including private equity funds.

- Capital guaranteed and bespoke structured products.

- Foreign exchange and margin trading.

- Mutual funds.

We also provide lending facilities secured by your investments if you wish to leverage your investment position.

If you wish to leave the investment decision making to a fund manager, bespoke discretionary asset management portfolios are available. These would be established according to your pre-agreed investment objectives.

Please bear in mind that with investments the value of shares, and the income from them may go down as well as up, is not guaranteed, and you may not get back the amount you invested.

Protecting your wealth

We have considerable experience in the establishment and administration of trusts and underlying holding companies.

- Advice on the use of international holding structures for all assets.

- Trust structures with one of the largest choices of jurisdictions.

- Offshore investment companies.

- Will writing, estate administration and executor services.

Through our wealth and tax advisory services, we help plan your estate to manage inheritance issues and maximise your philanthropic interests. We don't assume what is safe now will be safe in the future, so we create ways to protect your wealth for you and for generations to come.

Developing future sources of wealth

To help you further develop your business interests we can provide specialist advice and access to our corporate finance and private equity teams. Our dedicated teams of specialists are able to provide invaluable solutions based on their knowledge and experience of key industries, including: Diamonds and jewellery; Media; and Shipping.