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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.

Now you can carry out a financial planning meeting without the need to visit a branch. More information can be found on the Remote Financial Planning web page.

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.

 

Try our savings calculators

 

Calculate how much you should be putting aside each month to help ensure the best educational opportunities for your children.

 

Could your money be working harder for you? Try our wealth calculator to find out how much more you could be earning with a personally tailored savings plan.

 

It's never too early to start putting money aside for retirement. Discover how much you should be saving each month to help ensure that your golden years are comfortable and free from financial worries.

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 08:00 to 16:00 excluding Sundays and Public Holidays.

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Access a clear overview of your essential holdings, including bank accounts, investments and protection products.

 

HSBC offer a range of insurance packages to offer you peace of mind for the things that are important to you.

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