Your dedicated team
People are at the heart of any success. And as an HSBC Jade client, your specifically appointed Jade Wealth Manager is at the heart of yours.
Your Jade Wealth Manager is one of our experienced financial professionals dedicated to understanding your unique challenges and goals. Through them, you'll have access to our team of multi-disciplinary professionals who are there to support you in achieving your goals and ambitions.
Your team of professionals
At every step your Jade Wealth Manager supported by a team of professionals will provide a personal approach working closely with you1. Each conversation we have helps to develop a deeper understanding of how your personal economy is evolving. This allows us to build a complete picture of your individual needs and to develop a tailored strategy for managing your wealth through our HSBC Premier Financial Advice Service1.
1 Fees apply for this service.
To support your wealth strategy, your Jade Wealth Manager can introduce you to a team of multi-disciplinary professionals. Your team includes specialists in a wide range of fields such as investments, insurance, property and foreign currency. Their role is to help inform, focus and tailor our wealth solutions to your personal circumstances.
Alongside your Jade Wealth Manager and team of professionals, you also have an appointed Premier Relationship Officer who can assist you with your day-to-day banking essentials such as opening a savings account and/or applying for a credit card. They'll ensure that all of your day-to-day banking needs are managed with care and attention.
We have chosen to offer restricted advice. This means we don't recommend products from the whole of the market, but rather a limited range of products from a limited number of carefully selected companies, including HSBC. Your adviser will discuss the types of products and services we provide advice on. They will also explain those areas in which we don't, such as specific tax advice.
The value of investments, and any income received from them, can fall as well as rise and you may not get back what you invested. For some investments this can happen as a result of exchange rate fluctuations, as shares and funds may have an exposure to overseas markets.
We recommend that you should regard stock market investments as medium to long term commitments (by which we mean that you should be prepared to hold them for a period of not less than 5 years).
All of the above Advice Services are provided by HSBC UK Bank plc.