Plan and invest with HSBC Expat. Benefit from our expert support.

Why plan and invest with us?

We specialise in financial planning and wealth management for expats.

So we understand the unique challenges you face - and the opportunities you have to grow and protect your wealth while you’re living or working abroad.

We’re experts in expat finance

Our wealth managers give impartial advice on how to manage your money and build your investment portfolio as you move around the world. We also have financial planning and financial planning tools to make your life easier, including online services that put details of your accounts and investments at your fingertips.

We help you plan and invest with confidence

Based in Jersey (Channel Islands) we provide a stable, central home for your money. Depending on your circumstances, you may be able to take advantage of the potential tax benefits* of saving and investing offshore with us. You'll also benefit from HSBC's global research - and the strength of one of the world's largest financial organisations.

  • Expert wealth management advice - You'll get advice from a wealth manager who understands expat life - and who'll help you choose from our range of investment solutions.
  • A wide choice of investment opportunities - Our range of expat products includes everything from ready-made investment portfolios to funds from our Worldwide Funds Service. Through HSBC you can tap into a world of opportunities that would not be available from a smaller domestic provider.
  • Financial planning and money management tools - Use our financial planning calculators  to check your finances are in good shape. Buy, sell and switch your funds through AssetMaster, our nominee service. And use Global View, our unique Internet Banking service, to link all your eligible HSBC accounts worldwide - and make fast money transfers between them using our Global Transfers service.
  • Foreign exchange expertise - Our Foreign Exchange Specialists will help you manage your international finances more effectively - and minimise your exposure to currency risk.
    Find out more about your investment options - or book a financial review with one of our wealth managers.

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years.

Tax obligations: Whilst banking offshore may have potential tax benefits for you, tax rules differ from country to country. If you are unsure about your personal tax obligations, you should seek professional advice. It is your responsibility to disclose your income to the tax authorities.

Talk to an investment adviser

Our wealth managers can advise you on the investment options available to you.

Talk to an adviser

Why book a financial review