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Wealth Management


Want to understand your investment needs and risk appetite? Please logon to HSBC Personal Internet Banking and it will take you just a few minutes to complete the Risk Profiling Questionnaire.

Express Goals


Want to navigate your retirement life at ease and enjoy the retirement lifestyle you want? Start preparing at an early stage to achieve financial independence.


Education Planning

Want to provide the best education to your children? Or simply wish to equip yourself with continuous education? Just a few clicks ahead and you will know the financial needs of your education goal.


Protection Planning

Life is ever-changing. Want to provide the best protection coverage to your family? Plan ahead now and enjoy every stage of your life.

Meet Our Experts

Appointment Booking

Call (852) 2233 3733

Useful Tools

Your Investment Health Check
An instant performance review of your investment holdings with gain/loss information at a glance via HSBC Internet Banking. Please click Demo for illustration.

Fund Express
Assist you to identify suitable funds and make fund selection easier and quicker.

Bond Screener
Assist you to search and select bonds/certificates of deposit that meet your needs swiftly and with ease.


Your Life Planner have been designed to be helpful financial planning tools but are not substitutes for professional financial advice. Individual specific needs or special situations cannot be incorporated into the design of these tools. You should not rely wholly on the results generated by these tools and if you are in any doubt as to your financial situation or needs you should seek professional financial advice. The funds or other investment products named in these tools are for information only and the reference to them does not constitute a recommendation, an offer or solicitation to buy or sell investments. Past performance figures shown are not indicative of future performance. Investment involves risk, the offering documents of the funds should be read for further details.