Intermediaries

The greater a client's assets, the more complex their wealth and finances become. HSBC Private Bank can provide you and your client with comprehensive advice on different areas of their wealth, from tax and investments and to generational planning and philanthropy.

At HSBC Private Bank, we provide an opportunity for lawyers, accountants and other private client advisors to discuss their clients' wealth management concerns with our specialists, initially on a no-name basis, if required.

More than just banking and finance
We offer direct access to a complete array of services, ranging from will writing and estate administration, insurance and tax planning through to the most sophisticated structures, which can include trusts, private trust companies, and philanthropic causes. We also provide access to an independent family office service dedicated to advising clients in the trans-generational issues wealth and family governance.

Plan for the future
More importantly, we consider it imperative to tailor the options available to meet the long-term needs of individuals and their families. We keep an open mind about a client's individual situation, aims or aspirations. This way, we build a relationship with clients and their advisers based on mutual understanding and trust. Our international reach and capabilities then allow us to open the right doors to connect your clients’ wealth to the world.

More about our services
Find out more about what HSBC Private Bank can do for your client in our services section.

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