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Wealth Management
Your Life Planner
Want to navigate your retirement life at ease and enjoy the retirement lifestyle you want? Start preparing at an early stage to achieve financial independence.
Education Planning
Want to provide the best education to your children? Or simply wish to equip yourself with continuous education? Just a few clicks ahead and you will know the financial needs of your education goal.
Protection Planning
Life is ever-changing. Want to provide the best protection coverage to your family? Plan ahead now and enjoy every stage of your life.
Risk Profiling Questionnaire
To understand your attitude towards investment risk, please logon on to proceed.
Relevant Products
Unit Trusts - the 'No Subscription Fee Series' *
Unit Trusts - Monthly Investment Plan
Capital Protected Investment Deposit - Callable Fixed Deposit
Capital Protected Investment Deposit - Currency Linked III
Lifestyle Education Protection Plus
* An administration fee of 1% and a distribution fee of 1%-1.25%p.a may apply
Useful Tools
Your Investment Health Check
An instant performance review of your investment
holdings with gain/loss information at a glance via
HSBC Internet Banking. Please click Demo for illustration.
HSBC Portfolio Building Service
A structured and disciplined way to grow your wealth via a medium to long term strategy that enables you to create a diversified investment portfolio based on your investment profile.
Funds of the Quarter1
An overview and highlight of HSBC funds.
Fund Search and Fund Comparison
Up-to-date Unit Trust performance across all markets, and fund type.
Need Help?
- Call (852) 2233 3733
- "Fund Navigator" is a document which comprised of "Funds of the Quarter" which is a list of funds selected base on quantitative and qualitative evaluations of the funds' past performance and "Fund Flash" that highlights fund categories and funds available in HSBC as examples for reference. "Fund Navigator" should not be considered as buy or sell recommendations. Past performance is no guide to future performance. Content of "Fund Navigator" is updated on a quarterly basis.
Your Life Planner have been designed to be helpful financial planning tools but are not substitutes for professional financial advice. Individual specific needs or special situations cannot be incorporated into the design of these tools. You should not rely wholly on the results generated by these tools and if you are in any doubt as to your financial situation or needs you should seek professional financial advice. The funds or other investment products named in these tools are for information only and the reference to them does not constitute a recommendation, an offer or solicitation to buy or sell investments. Past performance figures shown are not indicative of future performance. Investment involves risk, the offering documents of the funds should be read for further details.
