HSBC Private Client Services
HSBC Private Client Services¹ is a complete and comprehensive banking and wealth management partner for your unique financial needs.
There is a world of opportunity for those with the vision, desire and drive to make their mark
Is Private Client Services the right fit for you?
We are committed to helping your wealth take root, bloom and thrive
Our long-standing presence in established and emerging markets around the world enables us to understand, guide and support your wealth decisions. It gives us unparalleled perspectives on global and local dynamics – and how these can impact your financial circumstances.
Let’s connect, talk and start to build our relationship
At HSBC Private Client Services, we will help bring to light new ideas, possibilities and networks that can help you to secure, grow and sustain your wealth.
Together, we can explore how HSBC Private Client Services can help you.
Issued by HSBC Bank Canada
^Awards won by HSBC Bank Canada for HSBC Private Client Services, whose wealth management is delivered through HSBC Private Investment Counsel (Canada) Inc., and HSBC investment Funds (Canada) Inc. For persons in Canada. *Next Generation is defined as the adult children (17+ years) of High-Net-Worth Clients. No payment was made for consideration of receiving these awards. For more information on the awards and our services, please refer to hsbc.ca/pcs.
1HSBC Private Client Services is available exclusively to HSBC Premier customers. To qualify, customers need to hold in CAD with HSBC Bank Canada (i) a minimum of $1 million in personal deposits and investments or (ii) both a minimum of $500,000 in personal deposits and investments and personal residential mortgage balances of at least $1,500,000. Full terms and conditions are available at hsbc.ca/pcsterms
2Private clients will enter into a direct agreement with Ten Lifestyle Group PLC under which Ten Lifestyle Group PLC and its affiliates will deliver the lifestyle service available under the HSBC concierge service. HSBC will not be a party to that agreement and will not be responsible for the delivery of the lifestyle service.
3The Private Investment Counsel service is a discretionary portfolio management service offered by HSBC Private Investment Counsel (Canada) Inc. (HPIC). Under this discretionary service, assets of participating clients will be invested by HPIC or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, may include but not limited to, stocks, bonds, mutual funds, pooled funds and derivatives. Commissions, management fees, custodial fees and expenses all may be associated with the use of the Private Investment Counsel service. Neither the Private Investment Counsel service nor any of the securities purchased as part of the Private Investment Counsel service are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other investor protection fund or deposit insurer. The value of an investment in or purchased as part of the Private Investment Counsel service may change frequently and past performance may not be repeated. HPIC is a wholly owned subsidiary of, but separate legal entity from, HSBC Bank Canada and provides its services in all provinces of Canada, except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. Full terms and conditions are available at hsbc.ca/importantinformation
4Private Wealth Planning services are offered through HSBC Private Investment Counsel (Canada) Inc. (HPIC), a wholly owned subsidiary of, but separate legal entity from, HSBC Bank Canada and provides its services in all provinces of Canada, except Prince Edward Island.
5HSBC Premier requires you to have an active HSBC Premier chequing account, and maintain combined personal deposits and investments with HSBC Bank Canada and its subsidiaries of $100,000 or hold a personal HSBC Bank Canada residential mortgage with original amount of $500,000 or greater. Some exclusions apply. A monthly fee will be charged if you do not meet at least one of the eligibility criteria above. For full details regarding eligibility and any fees which may apply please refer to the Personal Service Charges/Statement of Disclosure available at any HSBC Bank Canada branch or online at www.hsbc.ca