BSI Ltd Hong Kong Branch

Established in 1981 as a representative office, and in 2011 was granted a full banking license to become a branch of BSI AG, Lugano Switzerland. The branch focuses on providing wealth management and investment advisory based on the experience, professional capabilities and international network of the BSI Group. BSI Ltd. Hong Kong is regulated by the Hong Kong Monetary Authority.

BSI focuses its banking activities on the wealth management area, offering services to private and institutional clients in the management of their financial assets.

Established in Lugano - the southern and Italian speaking part of Switzerland in 1873 under the name of Banca della Svizzera Italiana - BSI stands out for its client service centred on expertise, trust and discretion. In 1998 Banca della Svizzera Italiana became wholly owned by Assicurazioni Generali SpA and was renamed BSI SA.

In 2016 BSI Ltd was acquired by EFG International, a global private banking group headquartered in Zurich, Switzerland. EFG International operates in around 40 locations worldwide, and its shares are listed on the SIX Swiss Exchange.


Please note that under the Deposit Protection Scheme Ordinance (Cap. 581), the following types of financial products are not “protected deposits” and therefore are not protected by the Scheme:

 

  • structured or strategic deposits linked to foreign currencies, equities or indices;
  • term deposits with a maturity exceeding 5 years;
  • deposits the repayment of which are secured on the assets of the Bank;
  • bearer instruments such as bearer certificate of deposits;
  • off-shore deposits, including fiduciary deposits which are placed off-shore and deposits booked at any other branches or offices of the Bank outside Hong Kong) deposits held by an excluded person (e.g. other banks).
     

The above list of products is not exhaustive and does not imply that any products of the BSI not stated in the above list are protected by the Scheme, please contact your private banker for details.
 

Services and solutions: tailored for you

Our clients have been successful because they look at a challenge, consider the options and develop a strategy that is creative, relevant and effective. They have every right to expect the same of us.

At BSI, we tailor our services and solutions according to your needs and expectations. We are driven by what is important and relevant to you.
This client-centric approach ensures that our recommendation is tailored to meet every client’s personal requirements - be it investment advice, banking and trust services, or wealth planning.

Each of our clients can depend on their Private Banker, together with the support and advice of our Investment and Wealth Solutions specialists, to create a personal investment strategy that reflects our holistic and truly open-architecture approach to helping you manage your wealth.

Investment Advisory

• Investment Counselling
• Strategic Advisory
• Discretionary Asset Management

Trade Execution
• Securities Trading
• FX, Equities, Fixed Income Options, Commodities

Structured / Alternative Products
• Structured products
• Derivatives
• Alternative Investments

Investment Funds
• Long Funds
• Alternative Funds

Wealth Planning
• Trust and Fiduciary Services

Other Services
• Basic Banking
• Concierge
• Art Advisory
 

Financial Center

Centrally Located in East Asia and with a rapidly growing Mainland China as its neighbour, the Hong Kong Special Administrative Region is an international business, trade and financial hub. Building on its traditional free market economic policy, Hong Kong has developed into a modern, vibrant and cosmopolitan services economy, underpinning the role of the city as a global business platform. A finance, trading and shipping centre of world stature, the city also supports a major film industry while also serving as a regional design and innovation hub.

Hong Kong topped the ‘60 largest economies’ in the Globalisation Index in 2010 released by Ernst and Young and the Economist Intelligence unit. Around 70 of the world’s largest banks and 12 of the world’s top 20 insurers have operations in Hong Kong and the city remains a preferred location for multi-national companies building a presence in Asia.

Hong Kong is an important strategic choice for the BSI group and represents an alternative financial center for our private and institutional clients.
 

Offices & Contacts


20th Floor, Two Exchange Square, Central
Hong Kong - HK
Tel: +852/31260088
Fax: +852/31260288
e-mail contact

 

General Knowledge of Derivatives (English)

Investment education video on derivatives by the Hong Kong Association of Banks (HKAB).

 

 

General Knowledge of Derivatives (Simplified Chinese)

 

 
 

BSI Group - Annual results
Download