HSBC Private Bank

HSBC Global Private Banking positions itself as the private banking arm of one of the world's largest financial institutions, with a stated focus on ultra-high net worth individuals, business owners, and multi-generational families. Its core proposition rests on cross-border connectivity: the ability to serve clients across key wealth corridors in Asia, Europe, the Middle East, and North America, drawing on the HSBC Group's presence in 57 countries. For family offices with cross-jurisdictional complexity, this geographic reach is the primary reason to consider it over a boutique private bank.

The investment advisory offering uses BlackRock's Aladdin Wealth technology to deliver institutional-grade portfolio analytics, monitoring more than 5,000 risk factors daily. Dedicated investment advisors translate that data into portfolio construction recommendations tied to the bank's strategic and tactical house views. Wealth planning services extend to trust administration, estate administration across multiple jurisdictions, private family funds, liquidity planning, and family enterprise succession, including business sale and transfer advisory. The bank also published the European Family Office Report 2024 in partnership with Campden Wealth, signalling active engagement with the family office segment.

Key service areas include:

• Portfolio advisory powered by Aladdin Wealth analytics and dedicated investment specialists
• Multi-jurisdictional estate and trust administration
• Family enterprise succession planning, covering both business transfer and sale
• Bespoke financing against complex asset types
• Digital client communication via HSBC GPB Chat, including WhatsApp and WeChat integration in Asia

Pricing is not publicly disclosed and is negotiated through a Relationship Manager. The bank explicitly does not provide legal or tax advice, which means family offices with complex structuring needs will still require independent counsel. The offering is best suited to UHNW families and business owners who prioritise global banking connectivity and institutional investment analytics over a specialist-only advisory model.

• Portfolio advisory and investment management with institutional-grade analytics
• Multi-jurisdictional estate and trust administration
• Family enterprise succession planning including business sale and transfer
• Bespoke lending and financing against complex assets
• Wealth and liquidity planning for multi-generational families
• Philanthropy advisory and charitable giving support

• Aladdin Wealth technology from BlackRock for portfolio risk analytics
• Portfolio health checks with predefined alerts from investment advisors
• 5,000+ risk factors monitored daily
• Dedicated investment specialists for portfolio construction
• HSBC GPB Chat: secure messaging via WhatsApp, WeChat, group chat, video and audio conferencing
• Online trading platform for cash equities and ETFs via mobile
• Professional estate executor services across multiple jurisdictions
• Private family funds structuring
• Family enterprise succession services (sale and transfer advisory)
• Quarterly and monthly investment outlook publications from Global CIO

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated Relationship Manager and Investment Advisor; digital support via HSBC GPB Chat (WhatsApp, WeChat, video/audio conferencing); branch locator with regional contact forms; phone support in select markets