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Investments

Investment opportunities are everywhere

HSBC provides personalised wealth management services designed to meet your needs and give you access to local investment and opportunities from around the world.

HSBC Global Unit Trusts, HSBC World Selection, HSBC Cash Fund and HSBC Term Fund are only available to HSBC Premier customers. You do not need to be an HSBC Premier customer to hold an HSBC Term Deposit though.

To learn more about HSBC Premier click here, for eligibility criteria click here.

HSBC Global Unit Trusts  HSBC Global Unit Trusts
  HSBC Global Unit Trusts provide exposure to a range of equity investment in exciting emerging   markets such as China, India,  Russia and Brazil. Read more.


HSBC World Selection   HSBC World Selection
  HSBC World Selection has been designed for investors of all kinds, providing access to   investments in a range of asset classes and geographies. Read more.


HSBC Cash and Term Funds   HSBC Cash and Term Funds
  HSBC Cash and Term Funds are PIE funds which may enable you to secure a higher after tax   rate of return. Read more.


HSBC Term Deposit   HSBC Term Deposit
  HSBC Term Deposits give you a choice of fixed terms and are available in ten different   currencies. Read more.


To find out more about HSBC wealth management services contact us today.

HSBC Premier home loan   Call us: Contact your relationship manager or call our Premier Centre on
0800 838 006, 24 hours a day, seven days a week

The benefits of choosing HSBC Premier wealth management

  • World class market information and support
    Your HSBC Premier relationship manager has access to material from around the world developed by HSBC's team of international experts to assist you with your wealth management objectives. Some of this material can be viewed below:

    ♦  View the latest HSBC Global Investment Perspective
    ♦  View the latest HSBC Emerging Markets Index
  • Professional relationship management and global network
    Supported by a team of local and global specialists, your dedicated HSBC Premier relationship manager, accredited to our global standards, is here to assist you in making informed financial decisions to navigate the wealth management opportunities available to you.
  • Regular review of your investment portfolio
    You will have the opportunity to regularly review your investment portfolio with your dedicated HSBC Premier relationship manager, particularly as your investment needs, risk appetite or circumstances change.

Note:

HSBC Premier wealth management services are only available to HSBC Premier customers residing in New Zealand. Eligibility criteria applies to HSBC Premier.

You can get a copy of the investment statement for any securities for which an investment statement is required on request. Units in the HSBC Global Unit Trusts, the HSBC World Selection Funds, the HSBC Cash Fund and the HSBC Term Fund are issued by HSBC Investments New Zealand Limited and distributed by HSBC.

For more information about our term deposits please also refer to our current Investment Statement for Term Deposits. A copy of HSBC's quarterly Disclosure Statement is also available from any branch of HSBC.

The information provided is intended as a general guide for reference. Benefits and features may be subject to local country regulatory restrictions. Investment Adviser Disclosure Statements for HSBC Investment Advisers are available on request and free of charge. Please refer to the Service Guide