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Wealth Management

Your goals are unique to you. We’ll help you reach them – first by assessing your situation, then by helping you put a plan in place.

Take the first step to reaching your goals

Whether it's a dream car, a second home or a fuller pension fund, we can help you match your goals with the right investment.

Our Wealth Portfolio Intelligence Service offers professional expertise to help you build and maintain the ideal investment portfolio while managing risks as you capture global opportunities. Find out more.

Start preparing at an early stage to achieve financial independence.

Enjoy the comfortable retirement you’ve always dreamed of. Whether you’re far from retirement, just a few years away or want to improve your current plan, we can help.

Life is ever-changing. Plan ahead now and enjoy every stage of your life.

Take care of the most important people in your life by putting together a personal financial plan. Get extra peace of mind that your family will be debt-free and able to live comfortably should anything happen to you.

Protect what you have built and pass it on to your loved ones.

Endure all kinds of wealth from generation to generation such as passing illiquid assets, such as a family business or a flat, to your loved ones.

Take the first step in planning for your children’s education.

Set your children up for rewarding and successful lives. Whether you’re paying for their tuition fees or all of their expenses, let’s put a plan together so you have the money to support their future.

Future Planner

Want to review your future planning and see if you're on track to achieving your goals? Get started with Future Planner to gain insights into your planning and see what areas may need more attention.

Risk Profiling Questionnaire

Want to understand your investment needs and risk appetite? Please log on to HSBC Personal Internet Banking or the latest version of HSBC HK Mobile Banking app, and it will take you just a few minutes to complete the Risk Profiling Questionnaire.

Frequently asked questions

The information as shown on this page is not for sales purpose and it is hypothetical and for illustration only. It is not intended to constitute a recommendation or advice to any prospective customers and is not intended as a substitute for professional advice. You should not act on any information on this page without seeking specific professional advice.

Products and services referred to in this website are offered only in jurisdictions where and when they may be lawfully offered by The Hong Kong and Shanghai Banking Corporation Limited. The material on these pages are not intended for distribution to, or use by, any person or entity in any jurisdiction where such distribution or use would be contrary to local law or regulation.

Note: Investment involves risks. Past performance is no guide to future performance. Investors must refer to the respective fund's offering documents for further details of the fund and the risks involved.

Your benefit is subject to the credit risk of the Company. Your premiums paid will form part of the Company's assets. You do not have any rights or ownership over any of those assets. Your recourse is against the Company only. This product is a product of the Company but not HSBC and it is intended only for sale in the Hong Kong SAR.

HSBC Life (International) Limited is incorporated in Bermuda with limited liability, and is one of the HSBC Group's insurance underwriting subsidiaries.