SC Wealth Select Purpose – Standard Chartered HK

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Business

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Our approach to wealth

Planning for today
Securing tomorrow
Building for forever

Ensuring you have the liquidity and stable cash flow to meet your near term needs and lifestyle, by matching your current assets and resources against expenditure.
PRIMARY FINANCIAL NEEDS	INVESTMENT SOLUTIONS
Meeting near term spending needs	Cash & cash equivalents
Savings for emergencies	Fixed income instruments
Protection	Mutual Funds paying distributions
	High dividend equities and REITS
	Life/medical/disability/property/car insurance

Having a clear view of your future needs and aspirations, and ensuring your wealth portfolio grows to meet them over your lifetime.
PRIMARY FINANCIAL NEEDS	INVESTMENT SOLUTIONS
Wealth accumulation	Growth portfolio – mutual funds, equities, bonds, private assets, hedge funds
Hedging against inflation	Insurance
Saving for an investment property	Endowment plan
Retirement planning	Real Estate / Property
Planning for children’s education

Focusing on a longer term view towards planning your wealth to improve the lives of family members and the generations to come.
PRIMARY FINANCIAL NEEDS	INVESTMENT SOLUTIONS
Wealth transfer	Private Equity
Life cover (to manage estate tax)	Trusts
Unlocking the value of property assets	Estate planning structures
Orderly transition of Business interests	Growth portfolio – mutual funds, equities

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Wealth insights made to matter

SC Wealth Select Purpose

Guiding principles to manage, grow and protect your wealth

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Person, Senior Citizen, Accessories

Portfolio Approach

Improve your potential of achieving wealth goals with our portfolio approach

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