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Financial intermediaries

In today’s complex and ever-changing environment, choosing the right professional service partner to support your needs is more important than ever. At HSBC Private Bank, we provide an opportunity for lawyers, accountants and other private client advisers to discuss their clients’ wealth management needs with our specialists, initially on a no-name basis, if required.
 
Through Private Wealth Solutions, we offer direct access to an array of services ranging from will writing and estate administration, insurance and tax planning, through to sophisticated wealth planning structures. We also provide access to an independent family office service dedicated to advising clients in the trans-generational issues of wealth and family governance.

Services:

  • Charitable foundations and trusts

  • Collective investment vehicles

  • Consolidated accounting

  • Estate planning

  • Family office advisory

  • Fiduciary services

  • Hybrid vehicles

  • Insurance services

  • Private trust companies and funds

  • Trusts and company administration

  • Wealth advisory services

  • Wills and estate administration


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The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Before proceeding, please refer to the full disclaimer.

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