HSBC Private Bank Launches Family Trust Advisory Service in China for HNW & UHNW Clients in 6 Cities Beijing, Shanghai, Guangzhou, Shenzhen Chengdu & Hangzhou, Partnering with 3rd-Party Services in Trust, Legal & Tax
Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets? Caproasia - Learn more
2024 / 2025 Summits in Hong Kong & Singapore
Institutional Investor Summit / Roundtable - March / Oct / Nov
Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
Family Office Summit - April / Oct / Nov
View Events | Register
This site is for accredited investors, professional investors, investment managers and financial professionals only.
You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
HSBC Private Bank Launches Family Trust Advisory Service in China for HNW & UHNW Clients in 6 Cities Beijing, Shanghai, Guangzhou, Shenzhen Chengdu & Hangzhou, Partnering with 3rd-Party Services in Trust, Legal & Tax
20th April 2023 | Hong Kong
HSBC Private Bank has launched a new family trust advisory service in China for HNW & UHNW (High net worth / Ultra high net worth) clients in 6 cities in Beijing, Shanghai, Guangzhou, Shenzhen Chengdu & Hangzhou, partnering with 3rd-party services in trust, legal & tax.HSBC will assist clients in the coordination of trust matters, and provide advice on investments and management of the trust assets.The new HSBC Private Banking family trust service forms part of the legacy planning services in China. Earlier in March 2023, HSBC Private Bank hired UBS & Credit Suisse veteran Henry Lam as HSBC Global Private Banking Regional Head of Wealth Planning & Advising APAC, leading HSBC Wealth Planners, Family Governance, Family Office Advisory & Charitable Advisory Specialists in Asia-Pacific (effective 28/3/23). More info below.
“ HSBC Private Bank Launches Family Trust Advisory Service in China for HNW & UHNW Clients in 6 Cities Beijing, Shanghai, Guangzhou, Shenzhen Chengdu & Hangzhou, Partnering with 3rd-Party Services in Trust, Legal & Tax “
The 2024 Investment Day
17th Oct Hong Kong | 7th Nov Singapore
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place on 17th Oct 2024 in Hong Kong, 7th Nov 2024 in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
The 2024 Family Office Summit17th Oct Hong Kong St Regis | 7th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here
2024/2025 Institutional Investor Summit / Roundtable
March / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Senior investment team from Sovereign Wealth Funds, Pension Funds, Endowments, Foundations & Charities in Hong Kong, Singapore & Asia-Pacific at the 2024 Institutional Investor Summit / Roundtable. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
HSBC Private Bank Hires UBS & Credit Suisse Veteran Henry Lam as Regional Head of Wealth Planning & Advising APAC, To Lead Wealth Planners, Family Governance, Family Office Advisory & Charitable Advisory Specialists
HSBC Henry Lam
25th March 2023 – HSBC Private Bank has hired UBS & Credit Suisse veteran Henry Lam as HSBC Global Private Banking Regional Head of Wealth Planning & Advising APAC, leading HSBC Wealth Planners, Family Governance, Family Office Advisory & Charitable Advisory Specialists in Asia-Pacific (effective 28/3/23). Henry Lam joins from Credit Suisse after 6 years and last held the role of Head of Wealth Solutions APAC, and prior was with UBS for 21 years and was the Head of Wealth Planning Hong Kong. HSBC: “Henry Lam will also be a key contributor to the bank’s trust advising services, drawing on HSBC Trustee’s 75-year legacy of working with families all throughout the world, notably in Asia. In the interim, he will assist drive the agenda for Asia’s ultra-high net worth company … … A thorough internal and external search procedure led to Lam’s employment.” Based in Hong Kong, Henry Lam will report to Siew Meng Tan, who is the Regional Head of HSBC Global Private Banking APAC.
Siew Meng Tan, Regional Head of HSBC Global Private Banking, Asia-Pacific:“Henry’s significant experience in wealth planning and advisory coupled with his deep understanding of international markets will be a strong asset for HSBC Global Private Banking, where our focus is on providing bespoke solutions to help clients and their families achieve intergenerational wealth transfer and preservation goals.”
About HSBC Global Private Banking
As part of the HSBC Group, one of the world’s largest banking and financial services organisations, HSBC Private Banking seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. HSBC Private Banking is the marketing name for the private banking business conducted by the principal private banking subsidiaries of the HSBC Group.
The Hongkong and Shanghai Banking Corporation Limited
The Hongkong and Shanghai Banking Corporation Limited is the founding member of the HSBC Group. HSBC serves customers worldwide from offices in 63 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. With assets of US$2.992 trillion at 30 September 2022, HSBC is one of the largest banking and financial services organisations in the world.
Managing $20 million to $3 billion. Investing $3 million to $300 million.
For Investment Managers, Hedge Funds, Boutique Funds, Private Equity, Venture Capital, Professional Investors, Family Offices, Private Bankers & Advisors, sign up today. Subscribe to Caproasia and receive the latest news, data, insights & reports, events & programs daily at 2 pm.
Join Events & Find Services
Join Investments, Private Wealth, Family Office events in Hong Kong, Singapore, Asia-wide. Find hard-to-find $3 million to $300 million financial & investment services at The Financial Centre | TFC. Find financial, investment, private wealth, family office, real estate, luxury investments, citizenship, law firms & more. List hard-to-find financial & private wealth services.
Have a product launch? Promote a product or service? List your service at The Financial Centre | TFC. Join interviews & editorial and be featured on Caproasia.com or join Investments, Private Wealth, Family Office events. Contact us at [email protected] or [email protected]Caproasia.com | The leading source of data, research, information & resource for financial professionals, investment managers, professional investors, family offices & advisors to institutions, billionaires, UHNWs & HNWs. Covering capital markets, investments and private wealth in Asia. How do you invest $3 million to $300 million? How do you manage $20 million to $3 billion of assets?
The leading financial platform covering capital market, investments, private wealth & family office in Asia. For top investment professionals, advisors, investors, business leaders. Join 11,000+ top investment professionals, institutional investors, professional investors & advisors. Our users typically manage $20 million to $30 billion of assets, invest $3 million to $300 million, or advise institutions, billionaires, UHNWs & HNWs.
Caproasia.com | Newsletter Daily 2 pm | Caproasia Access | The Financial Centre | Family Office Circle | Family Office Summit | Investment Day | Investment, Risk & Wealth Intelligence | Latest News | Reports | Insights | Subscription | Membership & more
” Intelligence at your fingertips. Find useful info & services. Time lost is never found. Take advantage of big investment opportunities. Avoid fraud, fines, & jail. Manage your risks. “
2025 Upcoming Events
> The 2025 Investment Day Hong Kong – March / July / Sept / Nov
> The 2025 Investment Day Singapore – March / July / Sept / Nov
> The 2025 Investment / Alternatives Summit Hong Kong – April / Oct
> The 2025 Investment / Alternatives Summit Singapore – April / Oct
> The 2025 Family Office Summit Hong Kong – April / Oct
> The 2025 Family Office Summit Singapore – April / Nov
> The 2025 Private Wealth Summit Hong Kong – TBC
> The 2025 Private Wealth Summit Singapore – TBC
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024
