United States
HSBC Premier
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HSBC Premier

Investment Options

Collective global knowledge within reach

It's a big world out there

And no one helps you take advantage of everything it has to offer like HSBC. That's because HSBC leverages our global collective knowledge and 140 years in the financial services industry to provide you with options for wealth management tailored to your needs and your goals in life. Even better, your HSBC Premier Relationship Manager will connect you with a Financial Advisor from HSBC Securities (USA) Inc. who can provide you with advice and financial analysis.

Apply for Premier

Apply online

or Call: 1 888 662-HSBC (4722)

Financial Analysis

  • Your HSBC Premier Relationship Manager and an HSBC Securities Financial Advisor will work with you to prepare a personalized financial analysis, according to your needs, goals and tolerance to risk
  • Together they will help put your plans in place - from retirement, to purchasing property, to financing your children's education

Selecting the right investment

  • Access monthly updates on global and local markets and up-to-the minute information via your HSBC Securities Financial Advisor
  • Select from a wide range of investment products covering all major asset classes

Your HSBC Premier Relationship Manager and one of our financial professionals will help you customize your investment portfolio to assist you in achieving your financial goals.

Global Investment Perspective

At HSBC, we realize that we're living in a global economy and it's more important than ever to have access to financial information that has no boundaries. With our unique position to leverage our global capabilities, we are pleased to announce the publication of the Global Investment Perspective newsletter for Premier clients. This monthly newsletter was developed to assist you in making informed investment decisions, taking into consideration worldwide markets and economies. It includes market commentaries, forecasts, analysis and opinions of HSBC. Future monthly publications will be available by the middle of each month. To view this months issue, click here.

Our Wealth Management services feature a variety of options depending on your needs:

  • HSBC Spectrum AccountSM featuring a professionally crafted asset allocation account
  • SMA (Separately Managed Account) that provides you with a customized account suited to meet your specific needs

Brokerage Services

  • Full Service Brokerage providing personalized attention to customize a portfolio that meets your precise needs

Asset Management

  • Link your brokerage account to your HSBC checking account so you can settle trades and transfer funds between accounts

Additional Services

  • HSBC Insurance Agency (USA) Inc. offers a consultation with one of our Insurance Specialists so we can find an insurance solution tailored to fit your unique needs
  • Retirement, Trust and Estate Planning to build and preserve your wealth and potentially minimize your personal and estate tax liabilities1

1. HSBC Securities (USA) Inc. does not provide tax or legal advice. Please consult your tax/legal advisors regarding your particular circumstances.

 

Securities and Annuities are provided by Registered Representatives and Insurance Agents of HSBC Securities (USA) Inc., member NYSE/FINRA/SIPC, registered Futures Commission Merchant, a wholly-owned subsidiary of HSBC Markets (USA) Inc. and an indirectly wholly-owned subsidiary of HSBC Holdings plc.

Insurance products are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., a wholly-owned subsidiary of HSBC Bank USA, N.A., an affiliate of HSBC National Bank USA, and an indirectly wholly-owned subsidiary of HSBC Holdings plc. Products and services may vary by state and are not available in all states.

Securities, Annuities and Insurance Products are: Not a deposit or other obligation of the bank or any of its affiliates; Not FDIC insured or insured by any federal government agency of the United States; Not guaranteed by the bank or any of its affiliates; and are subject to investment risk, including possible loss of principal invested.

HSBC Securities (USA) Inc. or any other member of the HSBC Group may from time to time underwrite, perform or seek to perform investment banking services for issuers or make a market or otherwise buy or sell as principal securities or other instruments, or together with the issuers directors, officers and employees may have either a long or short position in securities, commodities, currencies or other instruments or futures or options contracts convertible into securities or other instruments.

All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

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To learn more about HSBC Premier or to become an HSBC Premier client,