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HSBC Wealth Management

Your trusted Wealth partner in achieving your financial aspirations at every life stage.

Our integrated approach

Our team of Relationship Managers and Wealth Specialists will partner with you, delivering advice, solutions and peace of mind for your financial future.

Combining our 4 key areas of strength, we’re here to help you build, protect and enjoy your wealth.

Insights

Make wealth decisions with confidence, guided by our Wealth Specialists and impactful global insights.

Planning

Build a tailored portfolio with structured financial planning to achieve your financial goals.

Solutions

Let us help you deliver on your wealth strategy’s growth potential through our comprehensive solutions and services.

Connections

Seamlessly connect with global wealth opportunities through our international networks and 160+ years of experience.

Insights

Our global team's expertise is powered by first-hand insights, investment and FX research across 14 financial markets. That puts us in a good position to help you grow your own wealth management knowledge.
We provide deep insights on global market shifts and data-driven analyses, to help you strategically position your assets.
We review market and global trends, and integrate global investment perspectives to help you foresee the future of finance.
Start your learning with 'Investment basics' and 'Understanding financial markets' to build a solid foundation for your investment journey.
The report highlights the emerging trend of flexible retirement, following a survey of over 10,000 affluent individuals across 12 global markets.

Planning

Goal-based planning and strategies to help you achieve your wealth ambitions.
From assessing your needs to strategic planning, we provide you with a one-stop solution. Let our Relationship Managers help you seamlessly get onto the right track with your wealth management.
Take control of your wealth and achieve your financial planning strategy in three simple steps.
Visit us and let our financial experts guide you on how to grow your assets steadily.

Solutions

We combine local experience with global expertise to provide you with complete investment and insurance solutions.
A one-stop platform for our global investment insights, with diverse products to help you flexibly allocate your assets.
Partner up with top insurance companies to safeguard your retirement and legacy.
Unlock true professional excellence with exclusive global asset allocation services for professional investors.

Connections

Leverage our global network, professional support, global services and market insights to seamlessly meet your financial goals.

With deep roots in Taiwan and abroad, we empower you to manage your wealth at your fingertips, no matter where you are.

Make instant transfers in a wide range of currencies, no matter if you're looking to invest or study abroad.
An effortless way to spend around the world, with fee-free payments in 9 foreign currencies.

Start your wealth journey now

Don't have an HSBC account yet?

You can apply for an HSBC account online, or make an appointment to do so at a branch. Plus you'll get to enjoy our welcome offers.

Already an HSBC Online Banking customer

If you're already registered for HSBC Online Banking, you can log on and get started right away.

Wealth management FAQs

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You can opt in or out of our trust recommendation service with a single step. If you opt in, we'll provide you with relevant information on domestic and overseas securities that may be suitable to you.
Our dedicated Relationship Managers can provide you with tailored wealth planning and optimised asset allocations to help you achieve your wealth goals.
Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation. To improve the protection of customers' rights for the elderly or customers with special needs, the Bank provides relatives or friends to accompany them to participate in the communication to understand the product information, and provides enough time to consider whether to apply for related products. Please contact us via contact center (02)6616-6000 if any doubt/concern or further explanation is needed.
Credit card loss report service hotline (02)6616-6861
For information on the loss reporting services of the other credit card issuance institution,please click hereclick here to read more about loss reporting services on other credit card issuance institution. This link will open in a new window(THE BANKERS ASSOCIATION OF THE REPUBLIC OF CHINA)