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Investment Expertise
It’s a big world out there, with investment opportunities to match. No one is better placed than HSBC to help bring your financial plans to life. We combine our global expertise with local knowledge to bring products and services tailored to an individual’s financial planning needs.
- Your HSBC Premier Relationship Manager will refer you to a qualified, independent wealth manager and will work with you to prepare a personalised financial strategy, according to your needs, goals and attitude to risk
- Together, they will help put your plans in place to help you achieve your financial goals from your children’s education to retirement and estate planning
- Our independent wealth managers have the latitude to select from a wide range of investment products covering all major asset classes including tax efficient savings and investments – Info
- Receive our monthly Global Investment Perspective (pdf) newsletter which includes: HSBC market commentaries, forecasts, analysis and opinions that may help you make more informed investment decisions
HELP ME DECIDE
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Why HSBC?
Retirement Planning
Tax-efficient offshore savings and investments
- Interest on our offshore accounts and investments is currently paid without deduction of tax†
- There may be other tax benefits: jurisdictions such as Jersey do not have inheritance or capital gains taxes, or death duties (probate may be required in certain circumstances)
- Select from our range of saving account options with stepped rates and in multiple currencies
- See our range of offshore funds and benefit from online discounts
†All interest is currently paid gross. However, if you are residing in the EU, credit interest may be subject to a retention tax. As an alternative, you can opt to have your account details reported ultimately to your local tax authority. Learn more
