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.
Want to discover more?
Eligibility: Total Relationship Balance of HKD7,800,000 or more. More details
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.
Alternatively, give us a call
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.
Total Relationship Balance (TRB) includes:
Find out more about the potential benefits available for Professional Investors
Preferential pricing and exclusive products
Enhanced levels of service, including preferential pricing, exclusive products, accelerated application processes and Jade Centres for private meetings with your Jade Director
Tailored insights for your wealth
Shape your investment portfolio with insights from our wealth experts
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.