Wealth Management

Through our partnership with HSBC Philippines, we are able to offer you an extensive array of Fixed Income Securities, commonly called “bonds”, to receive stable income, potential capital gains and to further diversify your investment’s portfolio.

A bond or a note is a debt security under which the issuer owes the holders a debt. Depending on the terms of the bond, the issuer promises to pay investors or bondholders a regular or fixed amount of interest (i.e. coupon payments) over a period of time, with the principal or face amount paid back to the investors on the maturity date of the security.

• Local Government Securities (i.e. Treasury Bills/Notes/Bonds)
• Offshore Sovereign Bonds
• Corporate Bonds

We have a wide range of products ranging from pure protection to traditional life, to a wide range of investment linked insurance to attend to your individual needs, risk appetites and investment objectives such as:

• Managing and growing wealth
• Children’s education planning
• Income protection for loved ones
• Retirement Planning
• Legacy Planning

Disclaimer: Please note that we have recently concluded a risk rating review of investment products offered through our Global Markets, and HSBC Investment and Insurance Brokerage, Philippines Inc. Some of your holdings' ratings may have been adjusted. Please contact your Relationship Manager for more information.

Credit Secure is a complete life insurance solution for insured HSBC cardholders should they pass away, become totally and permanently disabled, or get diagnosed with a covered critical illness*. It covers the payment of your total outstanding balance up to a maximum of Php 1,000,000. 

It also provides additional coverage for total and temporary disability, involuntary unemployment, or prolonged hospitalization. If no claims were filed for the past 2 years, insured cardholders will also receive back a portion of the total premiums paid in that same period. 

For additional information on your benefits, please refer to the Proof of Cover that you will receive upon successful enrollment.