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With our global reach combined with the expertise of our people, we offer a wide selection of investment services with opportunities around the world enabling you to make the choice best suited to your needs.
What we offer
Our solutions combined with the expertise of our people enable us to support you in planning for optimum returns within your accepted level of risk.
Global access
Drawing on investment professionals and specialists around the globe, and with access to the HSBC Group, 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.
Tailored to your needs
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.
Our Investment philosophy
Our investment philosophy is the guiding principle of everything we do. We have an unwavering commitment to our four key principles.
- Global opportunities
- Disciplined approach
- Open architecture
- Risk management
Our investment philosophy is guided by our belief in diversification, looking globally for the best opportunities and through our commitment to understanding the needs of our clients - 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 Investment Portfolios
Tailored to your investment priorities, mandate parameters and long term investment ambitions, our Discretionary Portfolio Management provides you with peace of mind and the time to focus on other priorities.
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Advisory Solutions
HSBC Prism Advisory is a holistic portfolio-based investment service for Global Private Banking clients that combines expert guidance and data-driven insights. HSBC uses institutional-quality portfolio and risk analytics provided by Aladdin Wealth™ technology from BlackRock.*
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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.
Investment profile
Analysis of your financial situation with your RM & IC 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 of investments and managers 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