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Expertise and support

Financial expertise and support, tailored to your needs

No matter how good you're with money, there will be times when you want a little advice or support. That's why our team is more than happy to talk with you in person, over the phone or by e-mail. So whether you're planning a move or just planning ahead for the future, we'll support you however we can.

Features and benefits

Our dedicated team is here to help

Priority access to a team who are fully certified in wealth management and investments to help achieve your financial goals.

  • Fully certified in wealth management and investments
  • Access to priority appointments

Complimentary financial planning service

Our team can help you develop your own financial plan. We'll work with you to understand your particular circumstances and your financial ambitions. From there, we provide you with solutions on how to manage, grow and protect your savings to achieve your goals.

  • Expert advice from our certified team
  • A review of your goals, aspirations and current financial situation
  • A detailed assessment of your risk appetite
  • A detailed report with solutions to suit your circumstances

Apply by phone

New and existing customers can call us on +1 441 299 5454 to book an appointment.


Issued by HSBC Bank Bermuda Limited, of 37 Front Street, Hamilton Bermuda, which is licensed to conduct Banking and Investment Business by the Bermuda Monetary Authority



This 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.

Listening to what you have to say about our services matters to us.