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Investments

University Graduate

 

 

Overview

Our global network and local experts bring you what we believe are the best investment opportunities from around the world. At HSBC, we are here to assist you with building your wealth for everything that matters.


Education
Your growth is our commitment


Retirement
Preparing you for your new adventure.


Managing Your Wealth
Chart the best course to reach your goals.

 

Need help planning for your
financial future?

Book a financial planning appointment

Or call us on +1 441 299 5959 to arrange an
appointment to discuss your financial future.



Investments Resource Centre
Tools and guides available to help you make informed decisions


Meet a Wealth Advisor
Financial expertise and support, tailored to your needs


Fund Prices and Performance
Financial expertise and support, tailored to your needs

 

Education
Your growth is our commitment.

Saving to fund your children’s education can be challenging, yet very rewarding. Designing an education savings plan to accumulate the right amount for your children’s education at the right time is critical. The earlier you start to plan, the longer you will have to build the funds to cover all the costs.

At HSBC, we want to make it easier to save for your children’s education. We have a suite of investments to match your risk profile. Make an appointment with one of our Wealth Specialists or your Premier Relationship Manager to find the best option.

Your growth is important to us; let us help you prepare for your children’s future.

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Retirement
Preparing you for your new adventure.

How well you live after retiring depends on how well you plan for it. We understand and value that everyone has a unique vision for retirement. Whether you’re just starting to plan or are nearing time to turn your savings into retirement income, you can count on our personalized approach to help you work towards your ideal retirement.

HSBC wants to support you, so that you can afford to stop working when you want. Future of Retirement study, published by HSBC Holdings plc., offers useful insight into some of the factors affecting retirement.

At HSBC, we want to make it easier to save for retirement. We have a suite of investments to match your risk profile.  Make an appointment with one of our Wealth Specialists or your Premier Relationship Manager to find the best option.

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Managing Your Wealth
Chart the best course to reach your goals.

When it comes to building, preserving and transitioning wealth, it is always important to have a plan. A personalized wealth plan guides all your financial decision-making and gives you peace of mind that your choices are the right ones.

By meeting with a Wealth Specialist or Premier Relationship Manager, you can receive a personalized plan uniquely tailored to your needs. By selecting from a suite of available investments, and with consideration for your tolerance for risk, we can help you create an investment portfolio that will help you to meet your unique financial goals.

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Investments Resource Centre

Whether you are new to investing or looking to grow your existing portfolio, these tools and guides will help you make informed decisions. Click on links below for more information.

Investment Glossary
Non Dealing Days 2017
Structured Products
Prospectus and Factsheets
Investment fund reports and accounts
Alternative Fund Dealing Schedule 2017

 

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The value of investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested. Past performance is not indicative of future performance.

These products and services are offered only in jurisdictions where and when they may be lawfully offered by HSBC Bank Bermuda Limited and the material on these pages is not intended for use by persons located in or resident in jurisdictions which restrict the distribution of this material by us. Persons accessing these pages are required to inform themselves about and observe any relevant restrictions. These pages should not be regarded as an offer or solicitation to sell investments or make deposits in any jurisdiction to any person to whom it is unlawful to make such an invitation or solicitation in such jurisdictions. This information is not intended to provide professional advice and should not be relied upon in that regard. Persons accessing these pages are advised to obtain appropriate professional advice where necessary.

Issued by HSBC Bank Bermuda Limited, of 6 Front Street, Hamilton Bermuda, which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority. HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of HSBC Bank Bermuda Limited. Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by prospectus only in those jurisdictions where they are permitted by law. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors. HSBC Global Asset Management (Bermuda) Limited is licensed to conduct investment business by the Bermuda Monetary Authority.

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Issued by HSBC Bank Bermuda Limited, of 6 Front Street, Hamilton Bermuda, which is licensed to conduct Banking Business by the Bermuda Monetary Authority. The Site is primarily intended for those who access it from within Bermuda. Because of this, we cannot guarantee that the Site or the information thereon complies with law or regulation of other countries, or is appropriate for use, in other places. You are wholly responsible for use of the Site by any person using your computer and you must ensure that any such person complies with these Terms. The information provided on this Site is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would be contrary to law or regulation. This Site should not be considered as communicating any invitation or inducement to engage in banking of investment activity or any offer to buy or sell any securities or other instruments outside Bermuda.