Every savvy investor knows that when it comes to building a solid wealth portfolio, one needs to be equipped with sound investment advice, an array of product choices to invest in, and the convenience to invest in such products.

Which is why finding a wealth service provider that understands your investment needs is of paramount importance. Here is how having a HSBC Premier account can help in taking your wealth goals to new heights, and in the most convenient manner:

With an HSBC Premier account, you will be assigned a dedicated Premier Relationship Manager who can get you the right information for your financial needs. They can give you access to our international network of wealth specialists, who can provide you with market views from our Chief Investment Officer. This will help you in making informed choices that are consistent with your goals and attitude to risk, as they provide you with insights on the performance of both global and local markets.

Diversification is a key strategy when it comes to investing, as it assists in balancing your portfolio. HSBC provides a broad range of solutions that can help you diversify your financial portfolio, via our wide range of unit trusts, structured products such as structured notes that are both equity linked or principal protected, dual currency investments, fixed income, local and foreign currency denominated bonds, wealth portfolio lending and many more. Our products are available in conventional and Islamic structures to meet the preferences of our customers.

Our wealth management products and services are tailored to the risk appetite and financial needs of our customers that may include providing for children’s education, retirement planning, wealth transfer solutions and growing personal wealth. We also offer bespoke financial solutions to cater to the wealth management needs of high net worth and sophisticated investors.

Want to get started on your investment journey, but can’t find the time to open an investment account? With HSBC, you can easily open an investment account for unit trusts, bonds/ Sukuk via the HSBC Malaysia mobile Banking app. With the Investment Account Opening on mobile, HSBC Premier customers can choose from a wide range of funds, manage your investment portfolio, and conveniently access your wealth portfolio on your mobile. The service is embedded within the Wealth tab in the HSBC Malaysia mobile banking app.

We have also made it convenient for our HSBC Premier customers to buy, trade and track their wealth portfolios digitally, via Wealth on Mobile, which is a feature on the HSBC Malaysia Mobile Banking App. HSBC’s Wealth on Mobile provides a single entry point to access your wealth portfolio. The simple-to-use interface lets you manage all your HSBC investment holdings, including unit trusts, bonds, sukuk, structured investments and dual currency investments. You can also view detailed breakdowns of your portfolio holdings and there are also featured Wealth Insights articles available, which help investors stay up to date with the latest market information.

For investments in unit trusts, HSBC Premier customers are able to invest on mobile or via web browser, whenever they want and from wherever they are. Unit trusts browser is a platform within HSBC that enables customers to transact online and search a full range of unit trusts by using keywords or filters and compare them in terms of performance, volatility, risk rating and other data to help them find the right fund for their needs. For those that prefer to use their smartphones, HSBC EZInvest on mobile is a platform on the HSBC Malaysia mobile banking app that allows customers to diversify their unit trust investments easily and conveniently. This gives customers control over their portfolio and seamless flexibility on their unit trust placements—even while they are on the go.

HSBC Premier customers can also manage their foreign currencies and capitalise on market opportunities seamlessly with the HSBC Premier Everyday Global Account (EGA). The EGA is a multi-currency account that currently holds 11 currencies – 10 foreign currencies (Australian Dollar, Euro, Hong Kong Dollar, Saudi Riyal, Japanese Yen, United States Dollar, Great Britain Pound, Singapore Dollar, Canadian Dollar and the New Zealand Dollar) and the Malaysian Ringgit in one single account. This allows HSBC Premier customers access to competitive real-time exchange rates for these currencies, and they also have 24/7 access to their currencies.

HSBC has been in Malaysia for close to 140 years, and we take pride in being custodians for inter-generational wealth over the years. It is our commitment to help our customers take their wealth ambitions to new heights.

Sign up for a HSBC Premier account with us and let us open a world of opportunity for your wealth management needs. As part of our commitment to help our customers meet their investment goals, we are now offering a special 6-month Time Deposit (TD) rate of 7%* when you also invest in open-ended unit trusts or structured investments with us, exclusively for our New to Bank HSBC Premier customers. To find out more, please visit  www.hsbc.com.my/ega1

*HSBC New to Bank Premier Wealth Bundle 2023 Terms & Conditions apply. The minimum amount of TD/-i placement is RM 100,000 or equivalent and minimum investment amount in Wealth Products must be in accordance with the TD/-i to Wealth Product ratio as per Terms & Conditions. This material has not been reviewed by the Securities Commission Malaysia (SC). Unit Trusts and Structured Investments are not protected by Perbadanan Insurans Deposit Malaysia ("PIDM"). The investment returns, repayment of capital and distribution payouts are not guaranteed. The full terms and conditions for both offers can be found at www.hsbc.com.my/ega1.