HSBC Global Private Banking

Spear’s Review

HSBC Global Private Banking provides wealth and investment management, as well as lending and everyday banking services, to entrepreneurs, business owners, senior executives and their families.

Family offices and UHNWs in particular will find wealth planning, structuring and advisory; institutional-level advisory services; tailored financing and credit solutions; and alternative investments, such as hedge funds, private equity, private credit, real estate and infrastructure, on offer. For multigenerational families, the bank’s family governance, philanthropy and family enterprise experts are equipped to advise on wealth preservation and stewardship, next-generation involvement, and wealth and business succession.

As part of the HSBC Group, the private bank also benefits from access to HSBC’s asset management, commercial banking and global markets divisions, and local expertise around the world.

Company Profile

HSBC Global Private Banking provides investment and wealth management solutions for private investors, families, business owners, entrepreneurs and single- and multi-family offices. We are proud to serve clients with excellence across Asia, Europe, the Americas, the Middle East and North Africa and connect them to meaningful opportunities worldwide.

Our global experts help clients access investment opportunities around the world, plan for the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

Through our client-centric approach we offer a suite of services to cater for clients across the wealth spectrum. A dedicated Relationship Manager (RM) acts as the client’s lead advisor and main touchpoint. They assemble and coordinate a bespoke team of specialists including Credit Advisors, Wealth Planners and Investment Counsellors, with Corporate and Investment Bankers included where necessary.

Our integrated banking, investment and wealth planning solutions include*:

Investing

We provide a bespoke portfolio management service with direct access to our team of asset class and product specialists:

• Advisory services
• Discretionary investment management
• Services for self-directed investors
• Third-party mutual funds and ETFs
• Direct equities and bonds
• Structured products and other derivatives
• FX and commodities
• Alternative investments (hedge funds, private equity, private credit, real estate, infrastructure)

Credit Solutions

Our Credit Advisors execute bespoke transactions to support clients’ liquidity and investment requirements, invaluable for entrepreneurs whose wealth is locked in their business, by lending against standard and non-standard collateral:

• Lending against financial securities/Lombard lending
• Margin trading
• Real estate financing
• Single stock lending
• Insurance policies financing
• Trophy asset financing
• Bespoke structures

Family Office Advisory & Wealth Planning

Our wealth planners help families develop long-term values-based goals and are able to implement frameworks to address how families will deal with their wealth and engage the next generation:

• Wealth structuring
• Succession planning for the family and business
• Family governance including Next Gen education
• Family office advisory
• Philanthropy advisory
• Financial planning including liquidity planning and insurance

Banking

We provide all aspects of everyday banking but with the additional support of a dedicated team as well as access to our global branch network:

• Domestic and international wire transfers
• Treasury services
• Deposit accounts
• Online banking and reporting
• Cash management
• International services

Sales & Trading

Providing clients with access to global markets, offering execution and insights across a range of asset classes and instruments, including:

• Equities trading
• Fixed income trading
• FX and commodities
• Dual currency instruments
• Structured products
• Precious metal trading
• New issues (equity and fixed income)
• Margin-trading facilities
• Mutual funds and ETFs

Institutional services

We offer institutional clients tailored capital solutions and strategic access to private and public markets:

• Capital markets participation
• Direct investments
• Fund raising in debt and equity capital markets
• Credit facilities such as bridge loans, syndicated loans and leveraged acquisition finance

Global Custody

Our global custody offering ensures the secure safekeeping and efficient settlement of assets, while providing clients with integrated solutions for portfolio oversight, liquidity management and third-party collaboration:

• Custody, safekeeping and settlement
• Collaboration with third-party investment managers and brokers
• Portfolio valuation
• Global custody trading
• Lombard lending across assets held in global custody
• Cash management
• Client reporting

*Not all products and services listed may be available to all clients in all locations