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HSBC Hybrid Wealth Management

Wealth management made flexible and convenient with tailored solutions from HSBC Hybrid Wealth Management.

Risk disclosure 

Maximise your wealth potential with HSBC Hybrid Wealth Management

Take control of your finances by planning better and making informed investment decisions with HSBC Hybrid Wealth Management, a blend of human financial advice and technology-driven solutions.

Redefine your wealth management experience

Invest at your own pace and online

Enjoy the speed and convenience of digital access, and connect with qualified, professional advisors whenever you want to make an investment decision.

Get personalised, data-driven insights

Plan your future finance with confidence and ease using personalised insights and advice that cater to your financial profile.

Enjoy flexibility in contacting your wealth advisors

From scheduling financial planning meetings with your Relationship Manager, to setting your goals and making investment decisions thereafter – you can pick your preferred channel and do it at your own pace.

Build the portfolio of your choice – anytime, anywhere

Wealth Shopping Cart

Make investment decisions without having to visit a branch. You can now authorise your Relationship Manager to add your product selections into your cart, and purchase them online at your own pace.

  • Reduce the need for a second branch visit
  • Use time saved to decide on investments of your choice
  • Get up to 30 days to place the order or change your selection
  • Manage your cash flow in this time to buy products of your choice

Future Planner

See financial projections across every stage of life with just one tool.

  • Understand your financial situation and needs with intuitive graphs and indicators
  • Visualise 1,000 possible futures with our simulations using market data and your financial profile, and prepare against uncertainties
  • Calculate an extra amount you need today to help boost the achievability of your goal
  • Forecast achievability of your retirement achievability by visualising funding sources for expenses
  • Plan, track and achieve your goals from anywhere via HSBC HK App, or with guidance from our financial experts

Chat with your Relationship Manager

If you're an HSBC Premier Elite or HSBC Premier customer with an assigned Relationship Manager, you can get in touch with them via 'Chat with RM and Team' on HSBC HK App and HSBC Online Banking; and via 'HSBC HK RM Chat' on WhatsApp or WeChat whenever you need help within service hours.

  • Ask general questions about our services and products
  • Find support for designated account transaction or application queries[@wtb-rm-chat-limited-account-services]
  • Schedule face-to-face or Zoom appointments with your Relationship Manager

My investment documents

Acknowledge and keep record of your investment documents online in one place.

  • Review and confirm your order online after conducting a financial planning meeting with us via video conference
  • Your Relationship Manager can confirm receipt of your acknowledgement in real time

Wealth Portfolio Lending

Activate and manage secured revolving credit facility on the go with Wealth Portfolio Lending (WPL), exclusive for HSBC Premier Elite or HSBC Premier customers.

  • Activate online or offline: Choose to activate credit facility via HSBC HK App, HSBC Online Banking or your Relationship Manager at branch
  • Set up credit facility without hassles: Activate WPL without any additional documents in just a few clicks and your facility will be ready to use as soon as the next business day
  • Manage your credit your way: Settle your investments, transfer money, make payments, or draw down a loan via all our banking channels. You can also check your facility margin details online or via your Relationship Manager

Contact us

Speak to your dedicated Relationship Manager for more information about wealth management.

HSBC Global Private Banking customers
(852) 2233 3033

HSBC Premier Elite customers
(852) 2233 3033

HSBC Premier customers
(852) 2233 3322

HSBC One customers

(852) 2233 3000

Lines are open 24 hours.

Award-winning products and platform

Bloomberg Businessweek Financial Institution Awards

Winner of:

  • Excellence Performance: Banking Securities Sector - Digital Innovation (2023)

  • Excellence Performance - Banking Securities Sector - Wealth Management Platform (2024)

Asian Banking & Finance Retail Banking Awards

Winner of:

  • Wealth Management Platform of the Year (2023)
  • Wealth Management Platform of the Year (2024)

Global Retail Banking Innovation Awards by The Digital Banker

Winner of:

  • Best Wealth Planning for Affluent Clients (2022)
  • Best Wealth Planning for Affluent Clients (2023)
  • Best Hybrid Wealth Management Offering (2024)

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Notes

    Disclaimer and risk warning 

    All products in Future Planner are generalised for simulation purpose only without taking product suitability and personal affordability into account. The results may differ from the actual product behaviour, including but not limited to return, risks, premium amount, payment term, cash value, and coverage. We do not represent or warrant that any movements provided in the simulation tool are likely to occur in the future, as past performance is not necessarily indicative of future results. There may not be any HSBC product that provide the same outcome as the simulation in this tool. If you would like to understand how the simulation is projected and its assumption and limitation, please contact our staff.

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