Wealth | HSBC Premier
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Individual and family
HSBC Premier1 focuses on
the most important economy
in the world. Yours.
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:
- Investing for your future
- Funding your children's or grandchildren's education
- Insurance to help protect you, your assets, and your family
- Planning for and living in retirement
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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|†† 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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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