International Investing | HSBC

 

Wealth and investment services


Explore your possibilities with HSBC Securities (USA) Inc.

If you're looking for international investment opportunities1, there is a world of possibilities and questions. HSBC Securities (USA) Inc. is ready to help.

You will have the full support of our global HSBC resources, as well as access to financial professionals who are committed to helping you meet your needs.

Assess your situation

Sometimes, it's a good idea to take a step back and look at the big-picture especially with wealth management and investing.1 That's why our financial professionals will:

  • Assess your current financial situation and investment objectives.
  • Examine your future goals.
  • Create an action plan and asset allocation strategy2.
  • Help you implement your plan, using appropriate investment options.

We'll also be there to provide advice on adjusting your investing plan, as market conditions change. To learn more, call 800.662.3343, apply for HSBC Premier now or consider all your HSBC banking choices.

A wealth of investing options

HSBC offers a suite of International Wealth Management products and services:

  • Mutual Funds3, Fixed Income4 and other traditional investment products.
  • Separately managed accounts/Managed Portfolio accounts: customized accounts designed to suit specific needs5.
  • Insurance products including whole-and term-life insurance, long-term care, disability, and annuities6.
  • Education savings planning.
  • Linkage between your brokerage account to HSBC Premier Checking account, to settle trades and transfer funds between accounts.7
  • Financial advice for business owners.
  • Retirement, Trust and Estate Planning to build and preserve wealth and potentially minimize personal and estate tax liabilities.

Learn more about an investing needs assessment from HSBC by calling 800.662.3343 or apply for HSBC Premier in the U.S. now.

To qualify for HSBC Premier, you need to open a Premier checking account and maintain $100,000 in combined U.S. personal deposit and investment balances. Business owners may use their commercial balances to qualify for a personal Premier relationship, but these balances cannot be used to meet the new money requirements. A monthly maintenance fee of $50.00 will be incurred if minimum balance requirements are not maintained. You have up to 90 days after account opening to meet the full $100,000 balance requirement.

1 Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Third party whole life, universal life and term life insurance products are offered through Insurance Agents of HSBC Insurance Agency (USA) Inc., which is a wholly-owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.


Investment, 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.

The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Please contact a Relationship Manager for details of services and products that may be available to you.

Foreign securities carry special risks, such as exposure to currency fluctuations, less developed or less efficient trading markets, political instability, a lack of company information, differing auditing and legal standards, volatility and, potentially, less liquidity.

2 Asset Allocation is a method of diversification which positions assets among major investment categories. This tool may be used in an effort to manage risk and enhance returns. However, it does not guarantee a profit or protect against a loss. It also cannot eliminate the risk of fluctuating prices and uncertain returns.

3 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 or call 800-662-3343. Read it carefully before you invest.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.

4 Fixed income products are subject generally to interest rate, credit, liquidity and market risks, to varying degrees.

5 HSBC Global Asset Management (USA) Inc. is the sponsor of the Managed Portfolio Account and the HSBC World Selection Spectrum Account.

6 Annuities- Investments in variable products will fluctuate and values upon redemption may be less than the original amount invested. Variable annuities are designed to be long-term investments and frequently involve substantial charges such as administrative fees, annual contract fees, mortality & risk expense charges and surrender charges. All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor. When investing in tax-deferred annuities additional risks apply and may not be suitable for all investors. Early withdrawals may impact annuity cash values and death benefits. Early surrender charges may also apply. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. If you are investing in a variable annuity through a tax-advantaged retirement plan such as an IRA, you will receive no additional tax advantage from a variable annuity. Under these circumstances, you should only consider buying a variable annuity if it makes sense because of the annuity's other features, such as lifetime income payments and death benefit protection. Features that provide lifetime income are optional and can be purchased at an additional cost. For more complete information, contact your Financial Professional to obtain a current prospectus. Please read the prospectus carefully before investing or sending money.

7 Deposit products offered in the U.S. by HSBC Bank USA, N.A. Member FDIC.

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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Have a question?

Call us toll-free in North America at
877.850.4722

Call collect worldwide at
716.841.7542

†† 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
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