Ongoing Service management

Ongoing support services

We're here to make your life easier.

When you’ve had your initial financial review and set up your investment portfolio, you’ll receive ongoing advice and support from our international team of wealth management specialists – however far you travel, no matter how long you’re away from home.

We also have support services that let you track your investments online and manage your portfolio with minimal paperwork.

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Personal contact

Portfolio reviews

Online portfolio management

Investor updates


Multicurrency flexibility

If you want to invest in multiple currencies, our foreign exchange solutions will help you manage your international finances more effectively – and take advantage of changes in currency exchange rates.

Want an insight into expat life?

See the results of our latest Expat Explorer survey - one of the largest global surveys of expats, to find out about expat finances, quality of life and what it’s like raising children abroad.

See the results of our expat survey

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years.

Please note that contributions to UK pension policies, cannot be accessed until retirement and not normally until age 55.

Is it for me?

A personal finance review gives you the opportunity to take a good look at where you are now and where you want to be in the future - exploring your options with a qualified adviser in financial planning.

You are not obliged to choose any of the solutions we recommend.

Financial reviews are offered to customers who hold an HSBC Expat Bank Account and can invest a minimum of £500/$750 a month or a lump sum of £25,000/$35,000.

Please note that our ability to provide a financial review also depends on your country of residence and your location when the review takes place.

Apply for a Bank Account

A flexible current account for experts - with a choice of currencies and cards.

Apply now

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