Our Wealth Management Services


At HSBC Jade we are committed to offering you wealth management expertise to support your personal wealth aspirations. As a Jade client you also have access to the below Wealth Management benefits.

Utilising our range of personal financial, insurance and wealth management services, your Jade Wealth Manager will work closely with you and our team of financial professionals to help you manage, protect and look to grow your wealth.

Contact Us

By phone
 

Call 03457 70 70 70

Lines are open 24 hours, 365 days a year and are subject to scheduled maintenance periods. To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.

In branch

Find your nearest branch

HSBC Financial Advice Services

HSBC Premier Financial Advice Service

Your dedicated Jade Wealth Manager is also your fully accredited financial adviser and through our HSBC Premier Financial Advice Service1,3  they will gain a thorough understanding of any existing investment portfolios, your financial objectives and level of investment risk you are comfortable with. They will look at financial areas of your life such as:

  • managing and growing your wealth
  • planning your retirement
  • protecting you and your family
  • saving for your child or grandchild's future and education
  • passing on your wealth

Taking the time to understand the bigger picture with you ensures that the advice and recommendations provided is tailored to your individual needs.

 

Visit HSBC Premier Financial Advice Service for more information

 

1 Fees apply for these services.
3 Financial and other eligibility requirements apply.

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.

We recommend that you should regard 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). 

Tax Advisory Service

We can refer you for a tax advisory service through EY who can provide tax advice directly to you at a discount off of their standard price list. Terms and conditions apply.

 

This EY tax advisory service aims to assist you in the efficient and effective structuring of your affairs from a tax perspective. These services include many tax specialist requirements including:

  • tax advice if you are changing residency by either moving to or away from UK
  • advice following regulatory changes

Once your Jade Wealth Manager has referred you to EY, you will become their client and an independent relationship will exist between you and them. In addition, EY can appoint a named tax consultant as your personal contact with them. The tax advice is provided to you directly by EY.

 

The benefit of tax planning will depend on your individual circumstances and tax rules may change in the future.

 

Speak to your Premier Client Manager for more information.

Protection solutions

Life can be unpredictable, which is why the best personal financial plans consider all eventualities helping to provide peace of mind should anything happen.

 

Your Jade Wealth Manager can discuss your individual needs, whether you are looking to protect yourself or your loved ones, or to protect your home and belongings; we can provide insurance solutions tailored for you.

If your life protection policy requires underwriting, then you will have the benefit of a dedicated underwriter who will case manage your application.

 

For Protection policies the tax treatment of the policy benefits may change in the future. Insurance policies are subject to terms, conditions, restrictions and exclusions.

  • HSBC Premier Stand-Alone Protection Advice Service2,3,4 is a focused advice service where your Jade Wealth Manager will evaluate your protection needs and provide you with written recommendations suited to your requirements. More information
  • HSBC Life Insurance offers life, critical illness and Income protection policies that are provided by HSBC Life (UK) Limited. More information
  • HSBC Home Insurance (Aviva Distinct). If you have contents over £80,000 or a buildings rebuild cost of over £500,000 then Aviva Distinct home insurance is designed to meet your needs. More information

HSBC Home Insurance is provided by Aviva Insurance Limited

Discretionary Investment Services

Our Discretionary Investment Services5,6 allow you to hold a portfolio of assets without the inconvenience of the day to day management usually associated with such affairs. Whether you build a portfolio with us from scratch or transfer an existing portfolio, we will make the day to day investment decisions and undertake the essential administration on your behalf.

 

Once invested, you will be kept fully informed every step of the way. You will receive regular statements which include market updates and trading commentaries. Portfolios over £350,000 also have access to a Discretionary Investment Specialist who will be able to go into more depth about market conditions and investment strategies and provide you with comprehensive information on the specific assets within your portfolio.

A discretionary approach to managing your wealth means that our investment managers will continuously aim to optimise your portfolio in accordance with trends in the global market. Your Jade Wealth Manager can discuss and identify whether our Discretionary Wealth Management Services are suitable for you6 through the HSBC Premier Financial Advice Service7.

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.

 

5Our discretionary investment services include the Premier Investment Management Service offered by HSBC UK Bank plc (entry criteria £150k).
6Our discretionary investment services are not available to customers receiving advice in the Channel Islands or Isle of Man.

7Fees apply. Financial and other eligibility criteria applies.

HSBC Premier Stand-Alone Investment Advice Service

Our HSBC Premier Stand-Alone Investment Advice Service1,3,4  is where your Jade Wealth Manager will evaluate your investment needs if you are looking to invest a cash lump sum only, and they will provide you with written recommendations suited to your requirements on this basis. However should you require any other financial advice, such as protection, pension, estate planning or other investment needs then your Jade Wealth Manager will be happy to discuss our HSBC Premier Financial Advice Service with you.

 

Visit HSBC Premier Stand-Alone Investment Advice Service

 

1 Fees apply.
3 Financial and other eligibility requirements apply.
4 Not available for Channel Islands or Isle of Man residents.

 

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.


We recommend that you should regard 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).

HSBC Premier Stand-Alone Protection Advice Service

Our HSBC Premier Stand-Alone Protection Advice Service2,3,4 provides you with the option to discuss your protection needs with your Jade Wealth Manager. This service does not include protection needs under estate planning or inheritance tax planning - however this is available under our HSBC Premier Financial Advice Service.

 

Visit HSBC Premier Stand-Alone Protection Advice Service

 

2 For Protection only advice there will be no advice fee. If you wish to proceed, the provider will pay HSBC UK Bank commission.

3 Eligibility requirements apply for our advice services. Follow the 'more information' links for full details.
4 Not available for Channel Islands or Isle of Man residents.

Retirement planning

Regardless of what stage you are at in your life it is important to review your retirement arrangements. We could help you make the most of your retirement opportunities by having an understanding of the plans you have in place and seeing if you are on track for the retirement income you want.

 

In the UK please remember that for pensions, your contributions will normally be tied up until you take your retirement benefits. The minimum age you can normally take your benefits is 55.

Speak to your Jade Wealth Manager for more information.