United States
HSBC Premier
Checking | Savings | Credit Card | Mortgage and Home Equity | Wealth Management
**
  
HSBC Premier

Wealth Management

Investment strategies that give you the
latitude to invest both locally and abroad

You live in the land of opportunity

So let HSBC help you navigate the endless investment possibilities all across the globe. Your Premier Relationship Manager will introduce you to a Financial Advisor from HSBC Securities (USA) Inc., who can provide you with investment advice and financial analysis for your unique goals.

Apply for Premier

Apply online

Credible Counsel

Need personalized investment management? We offer Managed Portfolio Accounts providing you with an investment strategy customized to your specific needs.

As a full-service broker, HSBC Securities can provide you with the proper guidance and access to a complete range of investment vehicles, domestic and foreign stocks, mutual funds, options, fixed income securities, and money market instruments.


back to top


Custom Solutions

Your financial needs are different from everyone else's. 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. will help you:

  1. Assess your current situation and investment objectives
  2. Examine your future goals
  3. Identify solutions
  4. Create an action plan and asset allocation strategy
  5. Implement your plan using appropriate investment products
  6. Monitor your portfolio performance and refine your plan as your needs change or as the market shifts

back to top


Timely Market Information

Get exclusive access to worldwide insights, thanks to our Global Investment Perspective Newsletter tailored for Premier clients. Every month, 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.


back to top

Products and Services

Our Wealth Management services feature a variety of options, depending on your specific needs. The full suite of products and services we offer includes:

  • Mutual Funds, Fixed Income and other traditional investment products
  • A professionally-crafted asset allocation account
  • Separately Managed Accounts – customized accounts designed to suit specific needs
  • Full Service Brokerage
  • Insurance consultation and products, including whole and term life insurance, long-term care, disability and annuities
  • Retirement and Education strategies
  • Tax Saving strategies
  • Link your brokerage account to your HSBC checking account, so you can settle trades and transfer funds between accounts
  • Financial Advice for business owners

Additional Services

  • Consultation with an Insurance Specialist, set up by your Relationship Manager, to find an insurance solution tailored for your needs
  • Retirement, Trust and Estate Planning to build and preserve your wealth and potentially minimize your personal and estate tax liabilities1

back to top




  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.

Important Links:

Contact Us

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