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Wealth Management

We understand that as you thrive and your life increases in complexity, your needs will develop and evolve with you

Your personal world of finance

At HSBC Jade, we give you the tools and expertise to manage your wealth the way you want it. With access to award-winning products, global insights and expert service, your Jade Relationship Manager and team of specialists work with you to construct a portfolio that's right for you.

A grape vine.

Wealth planning with a customised approach

As a HSBC Jade client, you can rely on your dedicated Jade Relationship Manager to help you identify your investment objectives and develop a strategy to achieve your goals.

Equipped with HSBC Wealth Portfolio Plus, your Jade Relationship Manager can work with you to customise a Unit Trust portfolio attuned to your risk profile. Advanced risk and scenario analytics enable you to make better decisions to manage your portfolio risk, even amidst market volatility.

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Monochrome vineyard.

Global investment solutions and services to grow your wealth

We understand that opportunities are created, not awaited. Amplify your wealth growth potential with preferential access to investment financing options and preferential rates for a comprehensive range of investment solutions including Unit Trusts, Securities and Foreign Exchange.

Keep up with emerging trends within your investment portfolio with your choice of future-focused products from across the globe, in particular those that drive innovation and sustainability. If you are an Accredited Investor, you will also enjoy privileged access to Structured Products personalised to your investment preferences, and the additional offering of Bonds.

Protection for what truly matters

Our team of specialists is committed to understanding your personal financial priorities, so as to provide insurance solutions that are specially tailored for you. From legacy and retirement planning, to life protection, medical and high value home insurance, you can be assured that your plans will protect what truly matters – your loved ones, your way of life and your future.

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Two men standing on snow mountain.

International services catering to your lifestyle

Acquire the support that a citizen of the world deserves, with FX tools and services to manage your foreign currencies with greater ease and efficiency.

HSBC Singapore app places a range of important FX functions in your hands - from making worldwide transfers to setting auto-conversions at your preferred rate.

HSBC Global Transfers is the quickest fee-free way to move money instantly1 between your globally linked accounts and other 3rd party HSBC accounts2. You can also enjoy the convenience of setting up future-dated or recurring transfers. 

HSBC International Mortgage enables you to diversify your portfolio or prepare for your family's future abroad through the local financing of Australian properties, with preferential rates as a HSBC Jade client.

Market insights and expertise at your fingertips

Our teams of investment strategists, currency specialists and global research analysts across HSBC Group's 66 territories are devoted to providing you with global Wealth Insights. Enjoy access to timely and actionable global market information that empowers you to identify new opportunities, manage risks and develop a better informed investment strategy with confidence.

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Things you should know

1Foreign exchange transactions involving the following currencies: Bermudian Dollar, Egyptian Pound, Qatari Riyal, Indonesian Rupiah, Sri Lankan Rupee, Malaysian Ringgit, Vietnamese Dong, Philippine Peso and Omani Rial may not be processed instantly over the weekend and public holidays.

2Remittances to 3rd party accounts via HSBC Global Transfers is available for 3rd party HSBC accounts in Hong Kong SAR, United Arab Emirates, United Kingdom, United States, India, Indonesia, Philippines, Sri Lanka, Vietnam, Taiwan, China, Bermuda, Greece, Bahrain, Egypt, Oman and Qatar.