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Wealth Management

Let us help you manage your finances and plan for your future

We all have financial goals we want to achieve, but sometimes it can be difficult to know where to start. At HSBC Malta, our dedicated financial advice and wealth management services can offer advice and guidance ranging from setting up an investment portfolio to savings and retirement planning.

 

Connecting with a financial advisor

When you reach out to our financial planning team, our first step is to put you in touch with an advisor for a financial planning review. They will listen carefully to your needs and discuss what you hope to achieve based on your current financial situation.

Creating a plan

Once you have discussed your long-term goals, your adviser will work with you to create a personally tailored roadmap to help you to get to where you need to be. This plan will not just be based on your goals, but also on an in-depth financial review and an analysis of your personal risk tolerance.

Reviewing your progress

We understand that your circumstances and priorities may change over time. That's why we encourage you to book regular follow-up meetings with our advisers, to review your progress and discuss any adjustments you might wish to make to your personal wealth strategy.

 

Contact us

Find a branch

Visit us in branch to discuss your needs.

In branch

To book an appointment with an advisor, complete our contact form.

By phone

Call us on +356 2380 2380.

Lines are open from 8am to 8pm excluding Sundays and Public Holidays.

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Approved and issued by HSBC Bank Malta p.l.c, (116, Archbishop Street, Valletta VLT 1444). HSBC is a public limited company regulated by the Malta Financial Services Authority and licensed to carry out the business of banking in terms of the Banking Act (Cap.371 of the Laws of Malta). HSBC is licensed to conduct investment services in terms of the Investment Services Act (Cap.370. of the Laws of Malta) and is enrolled as a Tied Insurance Intermediary for HSBC Life Assurance (Malta) Ltd under the Insurance Distribution Act (Cap. 487 of the Laws of Malta).

 

Disclaimer

 

The Site is primarily intended for those who access it from within Malta. Because of this we cannot guarantee that the Site or the information thereon complies with law or regulation of other countries and regions, or is appropriate for use, in other places. You are wholly responsible for use of the Site by any person using your computer and you must ensure that any such person complies with these Terms. The information provided on this Site is not intended for distribution to, or use by, any person in any jurisdiction where such distribution or use would be contrary to law or regulation. This Site should not be considered as communicating any invitation or inducement to engage in banking or investment activity or any offer to buy or sell any securities or other instruments outside Malta.

Listening to what you have to say about our services matters to us.