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Your wealth

Wealth management services from HSBC2 can help support your personal economy

Our HSBC Premier Advisors3 can take the time to understand your unique set of challenges so they can help you through your life transitions. Whether it's planning for education, career transitions, or retirement, your Premier Advisor has the resources and experience to help you develop a wealth management strategy that is tailored to your personal economy.

Your Premier Advisor can help you put a wealth plan in place that takes into consideration who you are, what your current financial picture is, and what you may need to feel more secure. Working closely with you, your Premier Advisor can offer the proactive and personal solutions you need to help you manage your personal economy and focus on what you value most, including:

An HSBC Securities Premier Advisor can work with you to help determine which investments and insurance options are right for you. In addition to an annual portfolio review, we offer reviews at any time upon your request, so that the personalized strategy we create can adapt as your needs change. In many cases, a few simple changes may be all it takes to help you take on life's challenges and reach your financial goals.

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Contact your Premier Relationship Manager

1. To qualify for an HSBC Premier relationship, you need to open an HSBC 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 personal HSBC Premier relationship. A monthly maintenance fee of $50 will be incurred if minimum balance requirements are not maintained. Please contact Premier Service Center for information regarding qualifying commercial balances.

2.HSBC refers to HSBC Bank USA, N.A, HSBC Securities (USA) Inc. and HSBC Insurance Agency (USA) Inc. HSBC Bank USA, N.A. provides banking products and services. HSBC Securities (USA) Inc. provides investment products and services and is an affiliate of HSBC Bank USA, N.A. HSBC Insurance Agency (USA) Inc. provides insurance products and services and is a wholly owned subsidiary of HSBC Bank USA, N.A.

3. Premier Advisors may use the titles Premier Relationship Advisor or Premier Wealth Advisor.

Investment and certain insurance products including annuities are offered by HSBC Securities (USA Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSBC Securities (USA) Inc., conducts insurance business as HSBC Securities Insurance Services. License #: 0E67746. 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.

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.

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

†† 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

To qualify for an HSBC Premier relationship, you are required to:

  • Open an HSBC Premier checking account and
  • Maintain $100,000 in combined U.S. personal deposit and investment balances

Clients who maintain the minimum balance avoid a monthly maintenance fee of $50.

Not ready to begin a Premier relationship?

An HSBC Advance checking account may help you get there.

Find out about HSBC checking accounts
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