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Manage your wealth

Make your money work for you

Wherever you are today, we could help you create a better tomorrow

The word 'wealth' means different things to different people. For some, it could be property. For others, it's their family. For us, it means being able to make your money work harder and to protect what matters, so you can build a brighter future.

Whether you've been investing for a while or you're wondering where to start, we can help you to take actions today to realise your dreams.

Reach your financial goals sooner with HSBC FinFit

Power up your financial fitness with holistic financial planning and personalised coaching. Get started today to enjoy more cashback and rewards. Learn more.

Digital wealth solutions

Our suite of digital wealth tools provide quick and easy access for you to manage finances and ensure your wealth needs are met, anytime, anywhere. Transact, invest and keep yourself updated with the latest market news, right at your fingertips.

Enjoy the convenience of managing your wealth on your own or virtually with your Relationship Manager.

Financial planning tools

What would you like to do?

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See the different ways you can put your money to work in our investment product.

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See all your investment holdings in one place on the HSBC Wealth Dashboard. 

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Capitalise on exchange rate fluctuations with our foreign exchange services.

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Reduce your home loan interest by offsetting interest earned on your current account, with SmartMortgage.

Guides to modern money

A Woman is using laptop; image used for HSBC Singapore You don't need a fortune to start investing.
 

It's not just for the rich. See how you can begin your journey today.

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To invest or not to invest? Let us help you with that.

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Handling your own investments is easier than you think

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Click here to access more wealth articles.

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0% sales charge

Reap the benefits of diversification and professional management at a lower starting capital with unit trusts.

From 1 Jan 2021 until 31 Mar 2021, enjoy 0% sales charge on monthly Regular Savings Plan contributions and 1% sales charge for lump sum investment in Unit Trusts purchased online.

0% sales charge applies only for monthly contributions for the first 6 months. Initial contribution will be subjected to a sales charge of 1%.

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HSBC FinConnect

HSBC FinConnect lets you view your personal financial data, including information from other banks, securely in the HSBC Singapore app.  With HSBC FinConnect, you get a clear overview of your money, making it easier to map out and work towards your financial goals.

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Before you invest

You'll need to complete a Customer Knowledge Assessment (CKA) or Customer Account Review (CAR) in online banking before you start investing in some of our products. Once you log on, visit the Wealth Dashboard and select 'Document Center' to complete yours.

Alternatively, you can get in touch with your Relationship Manager or visit us in your nearest branch.

You can also complete the Customer Profile Form yourself before visiting us.

More resources

 

Keep up with your long-term goals without worrying about short-term cash flow.

 

All the important information you need to know about becoming an Accredited Investor.

 

A new proprietary tool designed to help you achieve your investment goals.