Wealth
Management

HSBC Wealth Management Services provide you access to global insights and global partners that help you plan your financial future.

• HSBC Premier Wealth Relationship Managers
  Your dedicated Premier Wealth Relationship Manager remains the cornerstone of your relationship with HSBC and is your first point of contact for all your banking and wealth management needs.
• Individual Needs Review
  We understand that all our customers are different, having unique financial goals.
  • With our Individual Needs Review, we will help you identify how you may save and grow your money and protect what is important to you
  • We can help you identify your banking and wealth needs and introduce to specialists who can help you tailor solutions addressing the following:
  
  1. Protecting your family with love that lasts
  Every day we strive to provide the best for our families, but life is unpredictable. No matter how hard we try, unexpected events can undermine everything we have worked for. However, with careful planning, you can safeguard your family financially against whatever mishaps the future may hold.
  
  For more information on how we can help with your Wealth Needs please contact your Premier Wealth Relationship Manager.
  
  2. Planning for your retirement
  Retirement will be a significant new chapter in your life. A "new beginning" that will bring new opportunities, new freedom and new discoveries. To enjoy it fully you don't want to sacrifice the quality of your life with your family due to constrained finances. Your retirement life can be the exciting, enriching and empowering experience you want, but only if you take the time to prepare for it properly.
  
  For more information on how we can help with your Wealth Needs please contact your Premier Wealth Relationship Manager.
  
  3. Planning for your children's Future
  Every parent wants to give their children the best possible start in life on the road to a successful career and family future. A good career and a dream wedding day for your children starts with you. With education and life costs increasing, you need a good financial plan if you want to give your kids the bright future you expect for them.
  
  For more information on how we can help with your Wealth Needs please contact your Premier Wealth Relationship Manager.
  
  4. Managing and Growing your Wealth
  Growing your wealth for the lifestyle you want does not happen by chance. It results from careful planning and wise investment.
  
  A sound financial plan is your first step to achieving your goals whether it's buying your first property, a luxury car or a dream yacht. And while you build the resources to achieve your life's goals, you also want to ensure that your money continues to work hard for you even in changing economic situations.
  
  For more information on how we can help with your Wealth Needs please contact your Premier Wealth Relationship Manager.

Egyptian Government Treasury Bills ¹

The opportunity to invest your capital by investing in Egyptian Government Treasury Bills

Treasury Bills are available in 3, 6, 9 and 12 months tenor giving you the opportunity to diversify your investment portfolio.

• Minimum investment: EGP 25,000 and multiples thereof
• Investment term: 3, 6, 9 or 12 months
• Issuer: Egyptian Ministry of Finance
• Treasury Bills return will depend on the annual yield decided at the Central Bank of Egypt
• Weekly primary market auction date
• Taxes: 20% of Treasury Bill annual yield payable at maturity
• Bank fees: EGP 250 per trade
• Auctions are held on a weekly basis every Thursday and Sunday depending on the Treasury Bill tenor

Note type: Zero-coupon bond with no interest payable. The holder of the Treasury Bill will gain on the difference between the amount paid at issue and the amount received at maturity

Wealth Insurance Solutions ²

If you have needs that can be fulfilled by insurance products, our staff can introduce you to a representative from Allianz Egypt, a subsidiary from Allianz Group, our Preferred Insurance Partner, to help review and address your needs.

¹ As a Primary Dealer, HSBC Bank Egypt can submit bids on behalf of customers, in the weekly Central Bank of Egypt auctions. There are investment risks associated with Egyptian Government Treasury Bills such as, Credit, Tax, Legal, Regulatory and other associated risks with investment products. The decision to place the investment should be based on your own judgment without relying on any material provided, or advice given by the Bank or its representative. You should consider these matters and the final investment decision is yours.

² Any product from Allianz is underwritten by Allianz Life Assurance Company – Egypt and under its full responsibility. Policy terms and conditions, applications approvals and servicing of claims, are the responsibility of Allianz Life Assurance Company – Egypt. And the Bank's role is limited to introducing you to the insurance company. The Bank is not responsible immediately or in the future for any claims, losses, law suits or complaints that may arise as a result of the insurance product(s) known or recommended or provided to you by the insurance company.

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