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Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range...

Date post: 26-Mar-2020
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Welcome to Jade
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Page 1: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Welcome to Jade

Page 2: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Welcome

For thousands of years jade, a gemstone of unique beauty has been carved into precious treasures and held close to peoples’ hearts. This gem has taken many forms over the ages from cherished art and distinctive jewellery, to fine objects and prized heirlooms. Jade can be shaped into something exquisitely personal and meaningful, to be kept for generations.

It’s this close affinity to crafting memories and enriching real lives that inspired the creation of HSBC Jade.

We are dedicated to providing elevated benefits to every HSBC Jade client, based on your finances and lifestyle bringing you our qualified Jade relationship manager, carefully tailored wealth management solutions, superior service and preferential pricing. Explore and discover a world of extraordinary and lasting experiences, with your passions and goals at the core of everything we’ve designed.

Welcome to Jade. Your journey starts here...

Page 3: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Jade is designed to meet your unique needs and interests, and includes:

A carefully selected Jade Relationship Managerwho understands your unique aspirations and has the proven experience and qualifications to support your needs.

Support from a team of multi-disciplinary experts to seamlessly bring together local market insights and our global wealth management expertise – specialising in fields such as Investments, Insurance, Property and Foreign Currency.

A dynamic wealth management plan designed to suit your needs. Your Jade Relationship Manager works closely with you to identify your investment objectives and help you develop a wealth management plan that is right for you.

Superior service from one of the world’s leading banks provides you with easy access to our most prestigious banking products and services with preferential pricing and privileges.

Your Jade

Page 4: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Jade is designed to meet your unique needs and interests, and includes:

A carefully selected Jade Relationship Managerwho understands your unique aspirations and has the proven experience and qualifications to support your needs.

Support from a team of multi-disciplinary experts to seamlessly bring together local market insights and our global wealth management expertise – specialising in fields such as Investments, Insurance, Property and Foreign Currency.

A dynamic wealth management plan designed to suit your needs. Your Jade Relationship Manager works closely with you to identify your investment objectives and help you develop a wealth management plan that is right for you.

Superior service from one of the world’s leading banks provides you with easy access to our most prestigious banking products and services with preferential pricing and privileges.

Your Jade

Page 5: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 6: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

People are at the heart of success and, as a HSBC Jade client, you will have our best people there to support you however you need them.

Your specifically appointed Jade Relationship Manager is one of our most qualified and experienced financial professionals dedicated to understanding your unique challenges and goals.

We know time is precious, so our wealth experts can meet you at home or at work to help you to achieve and exceed your personal wealth ambitions.

Your team of experts As a HSBC Jade client you will have access to a dedicated team of multi-disciplinary experts to support your wealth plan. Your team includes specialists in a wide range of fields such as Investments, Insurance, Property and Foreign Currency, together with your Jade Relationship Manager, will help to inform, focus and tailor wealth solutions to your personal circumstances.

At every step, your team of experts will provide a personal approach, working with you the way that you want. Each specialist helps to build a deeper understanding of how your needs are evolving. This allows us to build a truly holistic view of your individual priorities and to develop a tailored strategy to help you manage your wealth.

Alongside your Jade Relationship Manager and team of experts, you also have an appointed Jade Relationship Officer who can assist you with your day-to-day banking essentials, ensuring that all of your financial needs are managed with expert care and attention.

Your dedicated team

Page 7: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

People are at the heart of success and, as a HSBC Jade client, you will have our best people there to support you however you need them.

Your specifically appointed Jade Relationship Manager is one of our most qualified and experienced financial professionals dedicated to understanding your unique challenges and goals.

We know time is precious, so our wealth experts can meet you at home or at work to help you to achieve and exceed your personal wealth ambitions.

Your team of experts As a HSBC Jade client you will have access to a dedicated team of multi-disciplinary experts to support your wealth plan. Your team includes specialists in a wide range of fields such as Investments, Insurance, Property and Foreign Currency, together with your Jade Relationship Manager, will help to inform, focus and tailor wealth solutions to your personal circumstances.

At every step, your team of experts will provide a personal approach, working with you the way that you want. Each specialist helps to build a deeper understanding of how your needs are evolving. This allows us to build a truly holistic view of your individual priorities and to develop a tailored strategy to help you manage your wealth.

Alongside your Jade Relationship Manager and team of experts, you also have an appointed Jade Relationship Officer who can assist you with your day-to-day banking essentials, ensuring that all of your financial needs are managed with expert care and attention.

Your dedicated team

Page 8: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 9: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

We understand that as you thrive and your life increases in complexity, you and your family’s needs for wealth management also develop and evolve with you.

Which is why, at HSBC, we give you the tools and expertise to manage your wealth the way you want it.

With access to our global vision and award-winning products, your Jade Relationship Manager and team of experts work with you to construct a portfolio that’s right for you.

A holistic approach to your wealthAs a HSBC Jade client you can rely on our global investment expertise and specialist advice to inform and tailor your investment decisions.

Whether you choose a holistic approach to managing your wealth, or prefer to make specific product selections suitable for your portfolio, we provide the support you need.

Your Jade Relationship Manager will work closely with you to identify your investment objectives and help to develop a strategy that’s right for you.

Informing your decisions with expert advice We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better result.

As a valued HSBC Jade client, you can enjoy access to a range of investment solutions offering broad diversification across many different asset classes, regions and currencies. These funds are tailored to your particular circumstances and designed to meet your individual needs enabling an efficient means of managing your wealth.

You can oversee your portfolio from start to finish through our digital platforms.

No matter how you choose to leverage our investment advice, your Jade Relationship Manager, supported by our investment experts, will regularly review your portfolio to ensure your objectives are being met.

Your wealth management

Page 10: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

We understand that as you thrive and your life increases in complexity, you and your family’s needs for wealth management also develop and evolve with you.

Which is why, at HSBC, we give you the tools and expertise to manage your wealth the way you want it.

With access to our global vision and award-winning products, your Jade Relationship Manager and team of experts work with you to construct a portfolio that’s right for you.

A holistic approach to your wealthAs a HSBC Jade client you can rely on our global investment expertise and specialist advice to inform and tailor your investment decisions.

Whether you choose a holistic approach to managing your wealth, or prefer to make specific product selections suitable for your portfolio, we provide the support you need.

Your Jade Relationship Manager will work closely with you to identify your investment objectives and help to develop a strategy that’s right for you.

Informing your decisions with expert advice We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better result.

As a valued HSBC Jade client, you can enjoy access to a range of investment solutions offering broad diversification across many different asset classes, regions and currencies. These funds are tailored to your particular circumstances and designed to meet your individual needs enabling an efficient means of managing your wealth.

You can oversee your portfolio from start to finish through our digital platforms.

No matter how you choose to leverage our investment advice, your Jade Relationship Manager, supported by our investment experts, will regularly review your portfolio to ensure your objectives are being met.

Your wealth management

Page 11: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 12: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Your wealth management

Expert insights and products at your fingertipsAs a HSBC Jade client, your finance deserves the right information about complex global financial markets at the right time to help drive the best decisions for your wealth strategy.

That’s why we bring you exclusive access to global and local market wealth insights to help you take advantage of new opportunities and trends. With the help of wealth products developed by globally recognised fund providers, we believe that you can stay informed and act fast.

Furthermore, your access to HSBC Jade gives you exclusive access to our thought leaders and experts.

They work hard to provide you with the latest and most relevant insights and opinions on wealth themes, all of which can help to inform your individual wealth management strategy.

Protection for your financial lifeLife can be unpredictable, which is why the best personal financial plans consider all eventualities.

Our team of experts are committed to understanding your personal plans and will provide insurance solutions tailored to you. From legacy and retirement planning, family protection to life protection and medical insurance in your choice, you could be confident in your plans because they will protect what truly matters – your loved ones, your way of life and your future.

You can also be assured you are receiving our best pricing and the highest level of service wherever you are in the world.

Page 13: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Your wealth management

Expert insights and products at your fingertipsAs a HSBC Jade client, your finance deserves the right information about complex global financial markets at the right time to help drive the best decisions for your wealth strategy.

That’s why we bring you exclusive access to global and local market wealth insights to help you take advantage of new opportunities and trends. With the help of wealth products developed by globally recognised fund providers, we believe that you can stay informed and act fast.

Furthermore, your access to HSBC Jade gives you exclusive access to our thought leaders and experts.

They work hard to provide you with the latest and most relevant insights and opinions on wealth themes, all of which can help to inform your individual wealth management strategy.

Protection for your financial lifeLife can be unpredictable, which is why the best personal financial plans consider all eventualities.

Our team of experts are committed to understanding your personal plans and will provide insurance solutions tailored to you. From legacy and retirement planning, family protection to life protection and medical insurance in your choice, you could be confident in your plans because they will protect what truly matters – your loved ones, your way of life and your future.

You can also be assured you are receiving our best pricing and the highest level of service wherever you are in the world.

Page 14: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 15: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Combining extraordinary service and a deep understanding of what you need, we can support you wherever you are in the world, whatever the time.

Expert support whenever you need itWe know your finances don’t sleep, so we provide a prioritised 24 hours service for our HSBC Jade clients (Please call 400 880 5688). Multi-lingual support from our senior agents is always on hand to deal efficiently with all of your financial needs, whatever the time and wherever you are in the world.

As a HSBC Jade client, you get priority to access customised products and also enjoy the lending benefits..

Fitting seamlessly into your lifestyleAs a valued HSBC Jade client, you can enjoy an extensive range of benefits. Your Jade Relationship Manager will also be there to offer you tailored financial advice to build and manage your personal finances.

For your convenience, your account numbers, credit card numbers, HSBC online banking log in ID will all remain the same.

However, Jade builds on your existing benefits and unlocks even more exclusive services to support your ambitions.

Your prioritised service

Page 16: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Combining extraordinary service and a deep understanding of what you need, we can support you wherever you are in the world, whatever the time.

Expert support whenever you need itWe know your finances don’t sleep, so we provide a prioritised 24 hours service for our HSBC Jade clients (Please call 400 880 5688). Multi-lingual support from our senior agents is always on hand to deal efficiently with all of your financial needs, whatever the time and wherever you are in the world.

As a HSBC Jade client, you get priority to access customised products and also enjoy the lending benefits..

Fitting seamlessly into your lifestyleAs a valued HSBC Jade client, you can enjoy an extensive range of benefits. Your Jade Relationship Manager will also be there to offer you tailored financial advice to build and manage your personal finances.

For your convenience, your account numbers, credit card numbers, HSBC online banking log in ID will all remain the same.

However, Jade builds on your existing benefits and unlocks even more exclusive services to support your ambitions.

Your prioritised service

Page 17: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 18: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

We understand your aspirations aren’t restrained by physical spaces or borders. That’s why Jade Passport is designed to give you the freedom to follow whatever opportunities life brings, all whilst taking Jade benefits with you.

As an existing HSBC Jade client in Mainland China, Hong Kong SAR, or Singapore, you can now enjoy benefits from Jade Passport within these countries/region. Your Jade status in one country/region unlocks access to selected exclusive products, preferential rates, discounts and an enhanced level of service in these three Asia markets.

To learn more about how Jade Passport can benefit you, please contact your dedicated Relationship Manager.

Your Jade Passport

Page 19: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 20: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

We understand your aspirations extend beyond your finances, which is why Jade offers unique lifestyle benefits, bringing together inspiring experiences and unique opportunities.

Your Concierge service Your exclusive Concierge service, delivered by Ten Lifestyle Group1, one of the world’s leading concierge services, will build a deep and considered understanding of your interests, preferences and tastes. Offering an unrivalled and proactive service with unprecedented access and VIP treatment at every turn.

Our global network of experts and contacts will be at your disposal 24/7 to offer expert advice and assistance, from securing those last-minute reservations and sold out tickets no one else can, to receiving extraordinary benefits and offers from a range of new global partners, as well as bespoke and expert led reviews and articles, access to direct booking for flights, hotels and experiences, and including last-minute guaranteed tables at top restaurants around the world.

Your global partners Luxurious hotels, legendary service and locations in the world’s most sought-after destinations, Mandarin Oriental Hotel Group welcomes you to discover in style, while enjoying exclusive rewards, upgrades and offers.

Small Luxury Hotels of the WorldTM (SLH) offers an unrivalled portfolio of some of the world’s finest small independent hotels. You will enjoy upgrades, complimentary rewards and access to special rates to over 500 hotels in more than 80 countries around the world.

A Phaidon Global company, Artspace is the leading online marketplace for the world’s most renowned contemporary art, offering access to top quality artworks, bespoke editorial content and VIP invitations to exclusive and celebrated events.

Your exclusive experiences

Page 21: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

We understand your aspirations extend beyond your finances, which is why Jade offers unique lifestyle benefits, bringing together inspiring experiences and unique opportunities.

Your Concierge service Your exclusive Concierge service, delivered by Ten Lifestyle Group1, one of the world’s leading concierge services, will build a deep and considered understanding of your interests, preferences and tastes. Offering an unrivalled and proactive service with unprecedented access and VIP treatment at every turn.

Our global network of experts and contacts will be at your disposal 24/7 to offer expert advice and assistance, from securing those last-minute reservations and sold out tickets no one else can, to receiving extraordinary benefits and offers from a range of new global partners, as well as bespoke and expert led reviews and articles, access to direct booking for flights, hotels and experiences, and including last-minute guaranteed tables at top restaurants around the world.

Your global partners Luxurious hotels, legendary service and locations in the world’s most sought-after destinations, Mandarin Oriental Hotel Group welcomes you to discover in style, while enjoying exclusive rewards, upgrades and offers.

Small Luxury Hotels of the WorldTM (SLH) offers an unrivalled portfolio of some of the world’s finest small independent hotels. You will enjoy upgrades, complimentary rewards and access to special rates to over 500 hotels in more than 80 countries around the world.

A Phaidon Global company, Artspace is the leading online marketplace for the world’s most renowned contemporary art, offering access to top quality artworks, bespoke editorial content and VIP invitations to exclusive and celebrated events.

Your exclusive experiences

Page 22: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better
Page 23: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Your exclusive experiences

Holder of two Royal Warrants and a 300 year-old world-class reputation for exceptional wines and spirits Berry Bros. & Rudd’s expert advice, curated range and private events offer style, quality, individuality and value, whether your needs are for the everyday, discovery or investing in building a cellar.

Bowers & Wilkins set the benchmark for high-performance Hi-Fi, home cinema and personal sound, bringing together iconic design and cutting edge technology and a commitment to providing true sound, wherever you’re listening.

Invitations to exclusive events HSBC Jade clients also enjoy invitations to a series of private events designed around your passions and interests. With outstanding quality and unique experiences these events are tailored to open the door to meaningful experiences creating a whole new world of opportunity.

Our Jade Events Series offers a range of events that will help you further explore your passions. These experiences are as varied as activities hosted by world-leading experts in investments, legacy, property, philanthropy, education, fashion and art, through to immersive experiential gatherings and behind-the-scenes access to the most popular social events. We aim to connect you to interesting people who we know will share your enthusiasm, in remarkable settings to widen your ambitions even further.

Notes: The above mentioned benefits may be subject to change, please refer to Lifestyle Manager’s specific information provided and the actual situation.

Page 24: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Your exclusive experiences

Holder of two Royal Warrants and a 300 year-old world-class reputation for exceptional wines and spirits Berry Bros. & Rudd’s expert advice, curated range and private events offer style, quality, individuality and value, whether your needs are for the everyday, discovery or investing in building a cellar.

Bowers & Wilkins set the benchmark for high-performance Hi-Fi, home cinema and personal sound, bringing together iconic design and cutting edge technology and a commitment to providing true sound, wherever you’re listening.

Invitations to exclusive events HSBC Jade clients also enjoy invitations to a series of private events designed around your passions and interests. With outstanding quality and unique experiences these events are tailored to open the door to meaningful experiences creating a whole new world of opportunity.

Our Jade Events Series offers a range of events that will help you further explore your passions. These experiences are as varied as activities hosted by world-leading experts in investments, legacy, property, philanthropy, education, fashion and art, through to immersive experiential gatherings and behind-the-scenes access to the most popular social events. We aim to connect you to interesting people who we know will share your enthusiasm, in remarkable settings to widen your ambitions even further.

Notes: The above mentioned benefits may be subject to change, please refer to Lifestyle Manager’s specific information provided and the actual situation.

Page 25: Welcome to Jade - HSBC · We give you access to HSBC’s diverse wealth management product range and world-class insights, to help you personally manage your wealth and achieve better

Welcome to Jade


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