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Listen Now: HSBC Views on Family Financial Wellness
Listen to our audio recording from August 13, 2020 on Family Financial Wellness. You’ll hear from featured speakers Jose Rasco, HSBC Private Banking Chief Investment Strategist, Robert Nemzin, Senior Wealth Planner, HSBC Private Banking, Americas, and Rick Resende, Vice President of Insurance Solutions, HSBC Private Banking, Americas.
It’s never too early to start planning for your family’s future. Creating a solid foundation can help support you and your loved ones throughout all of life’s stages. With all of the stresses that come with economic uncertainty, being prepared and having peace of mind for your family’s financial wellness may even help you sleep a little easier at night. Our speakers share their views on the key aspects to keep top of mind when evaluating your family plan.
Stay home with our partner offers
Get access to our partner offers through our concierge service. This summer, take advantage of some of our best offers, specifically designed for you to use while at home.
- Using the KonMari MethodTM, serene Home helps you declutter, with hands-on advice through tailored one-on-one sessions
- Enjoy a 25% discount on a series of private virtual home organization consultations
- Plus, more through our complimentary concierge service
Discover our partners
To help you make the most of your precious time, we’ve brought together a world of inspiring experiences, privileges and unique opportunities for you to take advantage of whether you are home or abroad.
1 Participation in HSBC Jade is available to holders of an HSBC Premier Checking Account who have maintained qualifying Personal Cash Accounts and Personal Investment‡ Assets (excluding Retirement Accounts and Assets) in the United States which in aggregate and calculated as an average over each calendar month are equal to at least $1,000,000 (One million U.S. dollars) for a period of at least 1 calendar month (a “Qualifying Balance”) immediately prior to HSBC Premier Account Holders becoming HSBC Jade clients. As a HSBC Jade client, if you are no longer able to meet the HSBC Jade criteria, your access to all its benefits will be removed. See the HSBC Jade Terms and Conditions for full details.
2 Being an HSBC Jade client gives you access to products and services available from various suppliers who are not part of HSBC nor connected with us. These products and services will be provided to you under agreements made directly between you and these suppliers. These agreements with these suppliers will be made on the suppliers’ terms and conditions of business. These terms and conditions of business will be made available to you before you enter into an agreement with the supplier. HSBC will not be a party to that agreement and will not be responsible for the delivery of the products and services.
3 HSBC Jade clients will enter into a direct agreement with Ten Lifestyle Group PLC (“Ten”) under which Ten Lifestyle Group PLC and its affiliates will deliver lifestyle services available under the HSBC Jade Concierge Service. HSBC will not be a party to that agreement and will not be responsible for the delivery of the lifestyle services.
HSBC Jade concierge service is delivered by Ten Lifestyle Group Plc (Ten), Fitzroy House, 355 Euston Road, London NW1 3AL. HSBC is not responsible for the delivery of, or for any failure to deliver, the concierge services. Calls to the concierge service are charged at a local rate. Charges for the products or services provided will be notified at the time of booking. Calls may be recorded. Your contact details are held with your permission so that you can access the service. Ten is committed to your privacy. Please visit the website for Ten’s full terms of service and privacy statement.
‡Investment and certain insurance products, including annuities, are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. HSI is an affiliate of HSBC Bank USA, N.A.
Deposit products are offered in the U.S. by HSBC Bank USA, N.A. Member FDIC.