Meet the wealth experts at HSBC Expat

Financial advice

Financial advice

Financial advice

About our Wealth Managers

Our wealth managers help expats living and working around the world, at all stages of expat life. Many of our wealth managers are expats themselves, so we understand how hard expats work for their money, and the sacrifices they and their families have to make.

What happens during a financial review?

The way you manage your money now could have a big impact on your future. Our priority is to understand what's going on in your life - and where you'd like to be in 5, 10, or even 50 years. Whether you're looking for a comfortable retirement, to secure the best start in life for your children, or simply want to make the most of your disposable income, we could help you make financial decisions that suit your current needs and future aspirations.

Reviewing your finances with one of our experienced wealth advisers can be the first step in helping you to achieve your goals.

Book a financial review

You are not obliged to choose any of the solutions we recommend. Financial reviews are offered to customers who hold an HSBC Expat Bank Account and can invest a minimum of £500/$750/€500 a month or a lump sum of £25,000/$35,000/€25,000

Please note that our ability to provide a financial review also depends on your country of residence and your location when the review takes place.

You are not obliged to choose any of the solutions we recommend.

Ongoing support

Following your initial financial review and set up your investment portfolio, you'll receive ongoing advice and support from your wealth manager. Because they've helped you build your portfolio, they understand your situation and your approach to investing.

Many things can change in an expat's life - promotion, relocation, starting a family, taking early retirement. All these factors have an impact on your financial plans and the way your portfolio should be structured. That's why regular reviews are essential, so we can check your investments are on target. You can call your wealth manager whenever you want to discuss your portfolio and check how your investments are performing.

AssetMaster2 online portfolio management

Your wealth manager can set up AssetMaster which allows you to manage your investment portfolio online. AssetMaster is an administration service that streamlines the buying, selling and switching of your investments. With AssetMaster you can:

1We will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products which we offer from a limited number of companies. Details of the costs of the products or services we recommend you will be supplied to you in the Financial Planning Report.


2AssetMaster is an administration service, not an asset management service. Not all countries are covered by the service - and some investments are excluded, such as stock market traded shares/funds, bank deposits and some collective investment schemes. Applications to transfer current or future investments into the service will be evaluated on an individual basis.


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.

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