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We are the investment partner you need to help achieve your financial ambitions. With our global reach, combined with local expertise, we offer a wide selection of investment services with opportunities around the world, enabling you to make the choice best suited to you. We support you in planning for the long term within your accepted level of risk.
An Investment Philosophy that supports your wealth needs
Our investment philosophy is the guiding principle for everything we do, across the whole of HSBC. We have an unwavering commitment to our four key principles.
Global opportunities
We passionately believe that to be truly diversified, to find the right connections and to secure your next investment opportunity, you need to be global. No matter the location, sector or language, by partnering with HSBC Global Private Banking you will access the broad opportunities across markets. With a partner who understands cultural nuances just as well as the economic cycles, you are in the right place to get things done when it matters.
Access the experts
At HSBC Global Private Banking we draw on our leading experts from across private banking as well as HSBC Asset Management. We help you connect the dots between wealth management, commercial banking, global markets, and day-to-day transactions to find the right opportunities at the right time. What’s more, through open architecture we draw on third-party industry experts, ensuring we identify and seize investment opportunities that deliver against your ambitions.
Taking a rigorous approach
We take the time to understand your investment needs carefully, supporting you, your family and your business in accessing the most relevant investment products and services to help achieve your investment goals. Together we outline principles and strategies to accomplish your financial ambitions. We keep you regularly updated on how your portfolios are performing and keep you in the know with the latest market trends, providing you the clarity you need. We are the partner that keeps you and your investments moving forward.
Resilient controls
Through our institutional risk management systems, we complete regular rebalancing, systematic risk assessments and put the controls in place designed around your investment portfolio that give you peace of mind. We develop plans with you. Focused on the long term, we continuously ensure that we are on the right road to help achieve your wealth ambitions.
Our investment philosophy is guided by our belief in diversification, looking globally for the best opportunities. We also believe it is critical to fully understand the needs and objectives of our clients to tailor portfolios.
Willem Sels, Global Chief Investment Officer
Keeping you up to date on investment trends
As a HSBC Global Private Banking client receive access to;
Investment Outlook
Discover top trends to find exciting investment opportunities across asset classes
Market Views
Examine the impact of current market conditions to develop a tactical asset allocation
Regional Insights
Deep dive into the market behaviour to analyse the potential direction of policy and markets
Our Solutions
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Discretionary Services
Our discretionary portfolio management services offer a range of globally diversified solutions that are designed around your priorities, ambitions and appetite for risk.
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Advisory Solutions
HSBC Global Private Banking advisory solutions provides a holistic portfolio-based investment service for Global Private Banking clients that combines expert guidance and data-driven insights.
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Alternative Investments
Our range of products and services we offer through our expert advisors ensure we can easily meet the needs of our clients including private equity, hedge funds and real estate.
Execution only
When you manage your own investment portfolio you can still benefit from our investment specialists’ global knowledge and views. We also offer a broad range of tools and solutions that can play an important role as you develop your investment strategy.
How we build your investment portfolio
Our disciplined investment process helps define, implement and regularly review your investment strategy, with tailored solutions to help you to grow, manage and preserve your wealth.
No matter your ambitions, our relationship managers work with you to determine the best course of action and provide you with access to the specialists that help make your ambitions a reality.
Investment profile
Analysis of your financial situation with your Relationship Manager and Investment Counsellor to agree your investment objectives and determine your investment profile
Asset allocation
Design of your long-term Strategic Asset Allocation (SAA) aligned with your risk profile, supplemented with tactical positions (TAA) based on current market views and opportunities
Investment selection
Recommendations tailored to fit your portfolio and your preferences using a variety of HSBC and third-party investment vehicles and managers
Portfolio monitoring & strategy refinement
- Advisory: a comprehensive and consultative portfolio-wide approach to maintain a strategy tailored to your needs and goals
- Discretionary: regular monitoring and management of your investments to ensure the portfolio remains aligned to your objectives and risk profile
Reporting & reviews
Regular investment reviews, market commentary, performance and cash flow reports on your portfolio