The success of a portfolio, for the most part, hinges on its product mix. This is why our relationship managers work closely with you to fully understand your particular needs and help you diversify your portfolio accordingly. When coupled with our global presence, and our ability to connect you to the full breadth of specialisms worldwide, this ensures our advice is never limiting.
Our investment philosophy
Our investment philosophy is distinguished by the following core principles:
We believe that ever-changing global economic and market conditions can produce investment opportunities all over the world. Backed by the global reach of HSBC, we aim to deliver these opportunities to you. With our global capabilities and breadth of services, we can help you manage your financial affairs no matter where you live, work and travel.
We believe in the value of a sound investment strategy and a disciplined approach to developing, implementing and monitoring the solutions we deliver. We encourage realistic expectations and patience in volatile markets.
We believe in investing for the long term, using the principles of diversification and strategic asset allocation to shape investment solutions whose potential rewards are appropriate compensation for the inherent risks.
We believe that expertise is critical to successful investing. We draw from a broad spectrum of proprietary and third-party talent to propose the most appropriate investment solutions in each asset class.
Our investment approach
Delivering on our philosophy means offering a global perspective and applying the discipline necessary to deliver tailored, objective solutions built on sound investment strategies. Many clients authorise us to make investment decisions on their behalf. Some prefer greater involvement in their investing activities. Either way, we provide unbiased guidance to help our clients achieve an appropriate asset allocation and intelligent investing guidelines.
Discretionary investment portfolios
We want to help you preserve your wealth in line with the investment objectives you have set out. To ensure your portfolio reflects your situation and investment outlook, we refine an individual strategy that fits in with your time scale, risk tolerance and liquidity needs.
Read more about our discretionary investment services.
Advisory investment services
Having the right asset allocation is by far the key factor in portfolio returns. Our service starts by determining your objectives. We then construct a suitable portfolio, applying the agreed strategy. The portfolio is regularly discussed with our clients, and where agreed as appropriate, rebalanced, always with an eye to maximising returns and minimising risk.
Read more about our advisory investment services.
No matter what option you choose, you benefit from the expertise of a dedicated specialist team of Relationship Managers, Investment Advisors and Wealth Planners.
It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.
The information on this site refers to services or products which may not be available in certain locations, or which, in any relevant location, have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Before proceeding, please refer to the full disclaimer.