Financial Planning     
and Investing

A variety of services to meet your needs

Overview

Let us help you plan your financial future - your Premier relationship manager can assist you with a broad range of financial planning and investing services.

Features and benefits

• Fiduciary services, if needed, arranged by HSBC Private Bank, a division of HSBC
• Access to your personal Relationship Manager via phone, email, mail, fax or in person
• Discretionary portfolio management can be arranged with Private Client Asset Management
• Multi-currency investments, supporting a comprehensive range of best in class HSBC managed mutual funds and local Bermuda stocks are available 
• Financial advice available through your Relationship Manager to discuss investment products and solutions 
• If you have a pension plan, have made a will or want to ensure your family is supported if you're unable to work, the cover and structure you need to feel secure can be arranged through your HSBC Premier Relationship Manager.
• To help guide you in selecting the type of investment options that match your investment comfort level answer our risk profile questionnaire (pdf,166kb).