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Couple climbing mountain; image used for HSBC Jade Wealth Management Services.

Your dedicated wealth management partner

We provide the expertise and solutions you'll need to build and manage a robust financial portfolio

A dedicated team

You'll receive support from an expert team assembled to help you make the most of your money.

  • Personal HSBC Jade Director

    A carefully selected HSBC Jade director with the qualifications needed to understand and manage your financial goals

  • Multi-disciplinary specialists

    An expert team of investment, mortgage and insurance experts to help you develop your wealth strategies

  • Assistant Manager HSBC Jade

    An appointed Assistant Manager HSBC Jade to take care of your day-to-day banking essentials

  • Expert insights

    Seminars and reviews presented by HSBC experts and guest speakers, together with a dedicated HSBC Wealth Insights hub

Award-winning portfolio analysis services

 

A powerful first-in-market solution on par with private banking to exclusively help HSBC Jade clients who hold a Professional Investor status create a well-diversified portfolio and manage risk.

 

Harness the unique benefits of our Wealth Portfolio Intelligence Service to take full control of your portfolio exposure across asset classes, geographies, risk factors and sophisticated scenario analyses.

Jade private market investments

HSBC Jade clients who hold a Professional Investor status can now seize opportunities that were once exclusive to institutional and private banking. Tap into coveted Private Market Investments by retail banking to build a more diversified portfolio.

Enter a world without limits today.

Private equity and hedge funds

  • Private equity funds

Earn potential returns from private real estate investments worldwide. Get more flexibility with no capital lockup or capital calls, and high liquidity with daily or monthly dealing.

 

  • Hedge funds

Act as a complement to traditional assets such as stocks and bonds in a portfolio and aim to achieve a more steady return. Use a range of long-short strategies to respond to different global macro situations.

Equity blocks trading

Take part in discounted Hong Kong equity share placements not widely available to public investors. Explore more on our HSBC HK Easy Invest app.

 

Access the primary market of newly issued bonds and private placements not publicly available from just HKD1 million. Discover opportunities from wider bond solutions sourced via HSBC Debt Capital Markets in increasingly popular ESG-friendly green bonds.

 

Access bespoke structures and guaranteed launches of globally popular and customised indices, HK and US equities with a ticket as low as HKD500,000 via our Global Markets structuring team. See different principal protection choices for various risk appetites and market situations. Browse ESG products that impact the world.

Explore other product solutions

  • Wealth lending services

    Draw loans at a lower cost and get a potentially higher lending limit with Wealth Portfolio Lending. Leverage your initial investment within a range of unit trusts with Unit Trust Investment Financing to gain the potential for maximal yield and returns.

  • Insurance Premium Financing

    Pay for part of your new insurance premium with a fixed term loan to obtain an insurance coverage that matches your needs, while keeping funds on hand to meet other liquidity needs. Contact your Relationship Manager for more details.

Exclusive and priority services

Experience priority benefits and services for an enhanced banking experience.

Professional investor profile

Set up your investment profile with us by answering a few simple questions on your investment preferences. This will help your HSBC Jade Director better understand your risk appetite to develop customised investment recommendations, aimed at optimising your portfolio to help you clinch your financial goals and aspirations. Find out more.

Dedicated centres

Dedicated HSBC Jade Centres providing comfort and privacy for meetings with your HSBC Jade Director.

Family upgrades

Upgrade your partner and children to HSBC Premier, allowing them to enjoy all of the additional benefits and privileges of HSBC.

HSBC Jade Dedicated Service Line

HSBC Jade clients can call our HSBC Jade Dedicated Service Line (852) 2233 3033. Your calls and inquiries will be answered by our most senior customer service officers.

Preferential rates

 

Place deposits with rates exclusive to HSBC Jade clients

 

Enjoy exclusive offerings on FX, stocks, and bonds to enhance your wealth management needs

Fee waivers

HSBC Jade brings you full fee waivers3 and fee discounts for many of our products and services. To check out all HSBC Jade special privileges on fees, please see our Bank tariff guide for HSBC Retail Banking and Wealth Management Customers.

Join the exclusive world of HSBC Jade

HSBC Jade is a privileged and personalised service for clients who maintain Total Relationship Balance of at least HKD7.8M with us in Hong Kong. Terms and Conditions apply.

To help us better understand your needs, please contact us to arrange an appointment.

 
 

Discover more about what HSBC Jade can do for you

 

By being a Professional Investor, you'll have access to a wider selection of HSBC products

 

Shape your investment portfolio with insights from our wealth experts

Footnotes

  1. Underwritten by and subject to credit risk of HSBC Life (International) Limited and early surrender loss. T&Cs apply. Please contact your HSBC Jade Director for more product details.
  2. Potential wealth accumulation refers to account value accumulation, meaning accumulation of premiums paid, with interest added, less any charges and previously paid surrender amounts and claims, if applicable.
  3. The document headed “Fees waived for HSBC Jade clients” provides a summary of all the fee waivers that HSBC Jade clients can enjoy.  The Bank tariff guide for HSBC Retail Banking and Wealth Management Customers shall always prevail in case of any discrepancy or inconsistency between this document and the bank tariff guide.