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HSBC Premier

Wealth
Management

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HSBC Premier

Defining, planning and preserving your wealth

Whatever your idea of "wealth," your HSBC Premier team is committed to helping you build, manage and preserve it. As an HSBC Premier client, we invite you to share your goals and lifestyle choices with us so we can help to prepare and plan for what is important to you.

A Team of specialists to help you

You will have the full support of our global HSBC network. An HSBC Premier Relationship Manager and HSBC Securities (USA) Inc. Financial Advisor1 will work in tandem, combining their knowledge with HSBC's unique resources and insights – such as the 2011 Future of Retirement study – to bring you integrated banking and investing services.

Our Financial Advisors will conduct a thorough needs analysis to determine a wealth management solution that is ideal for you, granting you access to a wide range of carefully selected products and services that leverage our global resources. A Financial Advisor from HSBC Securities (USA) Inc. can help you:

  • Assess your current situation and investment objectives
  • Examine your future goals
  • Create an action plan and asset allocation strategy
  • Implement your plan, using appropriate investment products
  • Monitor your portfolio performance and refine your plan as your needs change or as the market shifts

Products and Services

As an HSBC Premier client, we invite you to consider our full suite of Wealth Management products and services:

  • Mutual Funds, Fixed Income and other traditional investment products
  • Insurance products including whole and term life insurance, long-term care, disability and annuities1
  • Retirement and Education strategies
  • Linkage between brokerage account to HSBC Premier checking account, to settle trades and transfer funds between accounts
  • Financial Advice for business owners
  • Retirement, Trust and Estate Planning to build and preserve wealth and potentially minimize personal and estate tax liabilities1

WealthWise eNewsletter —a resource exclusively for HSBC Brokerage customers

WealthWise is a complimentary bi-monthly eNewsletter. Each issue features a custom article by an HSBC subject matter professional. These articles have valuable information and insights on managing, protecting and preserving your assets. WealthWise includes additional articles on current topics that may address your financial needs.

View a sample of the custom WealthWise articles:

To subscribe to WealthWise, open a brokerage account by calling your HSBC Premier Relationship Manager. If you already have a brokerage account, contact your Financial Advisor to be added to the distribution list.

Get Timely Market Information

Get exclusive access to worldwide insights, thanks to our Investment Quarterly tailored for Premier clients. Every quarter, you can benefit from HSBC's unique global market forecasts, analysis and opinions, designed to assist you in making informed investment decisions, practically anywhere in the world.


What does The Future of Retirement hold?

17,000 individuals. 17 countries. The world's largest survey of its kind.

HSBC's 2011 The Future of Retirement study – our sixth annual report – uncovers the changing shape of retirement globally and in the US, and that consequently most people find themselves less prepared than they should be. The study also explores the "planning premium"– the 'hard' and 'soft' benefits people enjoy for proactively planning. Download the report here and discover how you can benefit by being well prepared for the future.




1. Investments and Annuity products are provided by Registered Representatives and Insurance Agents of HSBC Securities (USA) Inc., member NYSE/ FINRA/ SIPC, a registered Futures Commission Merchant, a wholly-owned subsidiary of HSBC Markets (USA) Inc. and an indirectly wholly-owned subsidiary of HSBC Holdings plc. In California, HSBC Securities (USA) Inc., conducts insurance business as HSBC Securities Insurance Services. License #: 0E67746. Insurance products are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., a wholly-owned subsidiary of HSBC Bank USA, N.A., and an indirectly wholly-owned subsidiary of HSBC Holdings plc. Products and services may vary by state and are not available in all states. California license #: 0D36843.

Investments, Annuity and Insurance Products:

ARE NOT A BANK DEPOSIT OR OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES ARE NOT FDIC INSURED ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES MAY LOSE VALUE

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

Mutual funds, money market funds, and Exchange Traded Funds are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus, which contains this and other information, can be obtained by calling your HSBC Securities (USA) Inc. Financial Advisor. Read it carefully before you invest.

Investing in foreign securities presents certain unique risks not associated with domestic investments, such as currency fluctuation, and political and economic changes. This may result in greater price volatility.

United States persons (including U.S. citizens and residents) are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts - including, for example, Form TD F 90-22.1 (Report of Foreign Bank and Financial Accounts ("FBAR")). U.S. persons should consult a tax adviser for more information.

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