Professional Investor

HSBC HK
Wealth Management
Professional Investor

What can having a Professional Investor status do for you?

By being a HSBC Premier or HSBC Jade clients with Professional Investor status, you'll have access to a wider selection of HSBC products, including:

HSBC Prism Advisory
A portfolio-based advisory service that you can use on top of the unique technology powered by Aladdin Wealth™¹. Access a full range of wealth solutions and get holistic recommendations from your dedicated Jade Director or Relationship Manager. Visualise your potential return with our wealth projection tools and get timely alerts on your portfolio.

For HSBC Jade clients who hold the Professional Investor status, you'll have access to a even wider selection of HSBC products, including:

Equity placement
Enjoy our exclusive HSBC Jade Private Market Investments Service. You can participate in investments that aren't commonly made available to public investors, such as discounted Hong Kong share placements. Explore more on our HSBC HK Easy Invest app
Private Placement Notes
Enjoy greater investment flexibility in respect of underlying and payoff structures
Dedicated Bonds Services
Access primary and secondary bond markets to capture global investment opportunities, including investment-grade and high-yield bonds from multiple currencies and sectors

More exclusive services for Jade clients

Preferential pricing and exclusive products

Enhanced levels of service, including preferential pricing, exclusive products, accelerated application processes and Jade Centres for private meetings with your Jade Director

Tailored insights for your wealth

Shape your investment portfolio with insights from our wealth experts

A dedicated team of experts

A personal HSBC Jade Director to help manage your financial needs, alongside the direct support of a team of area-specific specialists

Find out more about the exclusive products for Professional Investors by contacting your dedicated Relationship Manager.

What does it take to be a Professional Investor?

You can be a Professional Investor if you have HKD8 million or equivalent in assets made up of:

Investments (including stocks, bonds, unit trusts, equity linked investment and more) based on market value
Certificates of Deposit (CDs)
Cash or cash equivalent deposits

Ready to unlock the full potential of your wealth? Complete this form and submit it to your nearest branch to register as a Professional Investor with HSBC today.

Contact your dedicated Relationship Manager for more details.

You are eligible for HSBC Jade if you maintain a Total Relationship Balance (TRB) of at least HKD7.8 million with us in Hong Kong, and eligible for HSBC Premier if you maintain a TRB of at least HKD1 million with us in Hong Kong. (A Below Balance Fee of HKD380 per month will be applied if your TRB falls below HKD1 million.)

TRB includes:

Hong Kong dollar/ renminbi / foreign currency deposits
Market value of the following investments: local and overseas securities, Unit Trusts, bonds, certificates of deposit, equity linked investments, structured notes, Monthly Investment Plan (stocks/ Unit Trusts) and Wayfoong Statement Gold
Deposit amounts of Deposit Plus and Structured Investment Deposits
Utilised lending facilities (excluding mortgages and amounts outstanding on credit cards)
Life insurance with savings or investment component*
HSBC MPF balances and HSBC ORSO Defined Contribution Scheme balances which are administered by The Hongkong and Shanghai Banking Corporation Limited
Minimum total relationship balance refers to the rolling average for the previous three months.

^{* For life insurance with savings or investment component:}

Investment-linked life insurance policies include the total cash value of the policies;
Other life insurance policies include the total cash value of the policies OR total premium paid less any annuity payments received (if applicable), whichever is higher.

To determine your overall TRB in sole capacity, the applicable TRB of all your personal sole account(s) held or registered with the same joint accountholder(s) under the same name(s) and identity number(s), held with the same joint accountholder(s) will be included in the calculation. There may be a time lag before the value of certain investment transactions (i.e. initial public offering subscriptions for securities, bonds, open-end funds and certificates of deposits) and life insurance policies will be included in the TRB due to the processing time required and therefore may affect the TRB in the Bank's record.

Join the exclusive world of HSBC Jade/ Premier

Book an appointment

Get personalised support from our team. Book a face-to-face appointment today.

For HSBC Jade This link will open in a new window For HSBC Premier This link will open in a new window

Call us

You can also call us on our 24/7 hotlines.

HSBC Jade customers: (852) 2233 3033
HSBC Premier customers: (852) 2233 3322
New customers: (852) 2233 3377

Remarks

HSBC has engaged BlackRock Solutions to provide Aladdin Wealth™ technology for HSBC Prism Advisory

The information shown in this website is neither a recommendation, an offer, nor a solicitation for any investment product or service. Investment involves risk. You should carefully consider whether any investment product or service mentioned herein is appropriate for you in view of your personal circumstances. Past performance is no guide to future performance. Investors should refer to the individual product explanatory memorandum or offering document for further details and risks involved. The price of investment products may move up or down. Losses may be incurred as well as profits made as a result of buying and selling investment products.

Customer's PI status is subject to the Bank's validation on the Customer's portfolio of securities and money.

Investing in financial products and services is subject to eligibility and suitability criteria.