HSBC Bank USA is developing a HSBC Wealth Track investment advice platform aimed at expanding its wealth business. A pilot trialling the branded, fully customisable HSBC Bank USA will be launched this month with digital wealth firm Marstone . The service will be aimed at customers with at least $5,000 in an individual retirement account or $10,000 in discretionary accounts. The service will target customers with $ 10,000 or more in a segregated retirement account or $ 5,000 in discretionary accounts.
HSBC Bank USA is developing a HSBC Wealth Track investment advice platform aimed at expanding its wealth business. A pilot trialling the branded, fully customisable HSBC Bank USA will be launched this month with digital wealth firm Marstone . The service will target customers with $ 10,000 or more in a segregated retirement account or $ 5,000 in discretionary accounts.