Our disciplined approach
Our Investment Management Approach
- Understanding you: Diligent profiling to truly understand your risk tolerance, your investment needs and objectives as well as your personal circumstances
- Strategic Asset Allocation: Your strategic, long-term asset allocation is designed on the basis of your risk profile.
- Portfolio construction: Our open architecture allows us to fulfil your portfolio using a range of HSBC and third-party managers and investment vehicles.
- Portfolio monitoring: Regular analysis of risk levels, concentration and liquidity as well as notification of changes to recommended investments according your choice on how you wish the Bank to engage with you.
- Regular portfolio review: Detailed analyses of your portfolio and performance leading to potential adjustments of defined asset allocation and fulfilment choices.