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Professional Investor

Unlock the full power of your wealth by registering as a Professional Investor with HSBC.

What can being a Professional Investor do for you?

By being a Professional Investor, you'll have access to a wider selection of HSBC products, including:

  • Wealth Portfolio Plus
    A portfolio-based advisory service that you can use on top of the unique technology powered by Aladdin Wealth1. Access a full range of wealth solutions and get holistic recommendations from your dedicated Jade Director. Visualise your potential return with our wealth projection tools and get timely alerts on your portfolio.
  • Equity placement
    Enjoy our exclusive HSBC Jade Private Market Investments Service. You can participate in investments that aren't commonly made available to public investors, such as discounted Hong Kong share placements. Explore more on our HSBC HK Easy Invest app.
  • Private Placement Notes
    Enjoy greater investment flexibility in respect of underlying and payoff structures
  • Dedicated Bonds Services
    Access primary and secondary bond markets to capture global investment opportunities, including investment-grade and high-yield bonds from multiple currencies and sectors

Find out more about the exclusive products for Professional Investors by contacting your dedicated Relationship Manager.

What does it take to be a Professional Investor?

You can be a Professional Investor if you have HKD8 million or equivalent in assets made up of:

  • Investments (including stocks, bonds, unit trusts, equity linked investment and more) based on market value
  • Certificates of Deposit (CDs)
  • Cash or cash equivalent deposits


Ready to unlock the full potential of your wealth? Complete this form and submit it to your nearest branch to register as a Professional Investor with HSBC today.

Contact your dedicated Relationship Manager for more details.

Join the exclusive world of HSBC Jade

To help us better understand your needs, please contact us to arrange an appointment.

How to qualify

HSBC Jade is a privileged and personalised service for clients who maintain Total Relationship Balance of at least HKD7.8M with us in Hong Kong. Terms and Conditions apply.

Find out more about the potential benefits available for Professional Investors

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Enhanced levels of service, including preferential pricing, exclusive products, accelerated application processes and Jade Centres for private meetings with your Jade Director

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Shape your investment portfolio with insights from our wealth experts

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A personal HSBC Jade Director to help manage your financial needs, alongside the direct support of a team of area-specific specialists


1. Aladdin Wealth's technology is provided by BlackRock Financial Management, Inc. Its unique technology provides technical support and professional services for asset managers, investment institutions and wealth management companies.

The information shown in this website is neither a recommendation, an offer, nor a solicitation for any investment product or service. Investment involves risk. You should carefully consider whether any investment product or service mentioned herein is appropriate for you in view of your personal circumstances. Past performance is no guide to future performance. Investors should refer to the individual product explanatory memorandum or offering document for further details and risks involved. The price of investment products may move up or down. Losses may be incurred as well as profits made as a result of buying and selling investment products.

Customer’s PI status is subject to the Bank’s validation on the Customer’s portfolio of securities and money.

Investing in financial products and services is subject to eligibility and suitability criteria.