SC Wealth Select Purpose – Standard Chartered HK

Personal

Business

Cross Border

Our approach to wealth

Planning for today

Securing tomorrow

Building for forever

Planning for today

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
  - Meeting near term spending needs
  - Savings for emergencies
  - Protection
- Investment solutions
  - Cash & cash equivalents
  - Fixed income instruments
  - Mutual Funds paying distributions
  - High dividend equities and REITS
  - Life/medical/disability/property/car insurance

Securing tomorrow

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
  - Wealth accumulation
  - Hedging against inflation
  - Saving for an investment property
  - Retirement planning
  - Planning for children’s education
- Investment solutions
  - Growth portfolio – mutual funds, equities,
    bonds, private assets, hedge funds
  - Insurance
  - Endowment plan
  - Real Estate / Property

Building for forever

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
  - Wealth transfer
  - Life cover (to manage estate tax)
  - Unlocking the value of property assets
  - Orderly transition of Business interests
- Investment solutions
  - Private Equity
  - Trusts
  - Estate planning structures
  - Growth portfolio – mutual funds, equities

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