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Rock mountain

Our investment approach

Whether you prefer a discretionary portfolio or more participation in your investments, we always follow a rigorous process to help define and implement your investment strategy.

Our Investment Philosophy

Our investment philosophy is the guiding principle of everything we do. We have an unwavering commitment to our four key principles.

What: Global opportunities

Portfolios with global exposure can benefit from the broad opportunity set of global markets. With the global reach of HSBC, we can deliver these opportunities to you.

How: Disciplined approach

A sound investment strategy needs to be designed around you, incorporate long-term and short-term market opportunities, be implemented with your preferences in mind, and regularly reviewed. 

Who: Open architecture

We believe expertise is critical to successful investing. We draw from a broad spectrum of HSBC and third-party talent when identifying investments suited to your needs.

Risk management

We use the principles of diversification and strategic asset allocation with the aim of shaping portfolios that deliver attractive potential rewards compared to the inherent risks.

The Best of Wealth

We use a strategic wealth advisory framework to help clients build the right investment portfolio.

strategic wealth advisory framework to help clients build the right investment portfolio. - Graphics

Well-defined approaches to implement your investment portfolio:

Infographics on well-defined approaches to implement your investment portfolio

Wealth Goals & Investment Objectives

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

Portfolio Construction & Implementation

Recommendations tailored to fit your portfolio and your preferences using a variety of HSBC and third-party investment vehicles and managers

Monitor and Rebalance

Active monitoring of your portfolio, offering you deep and impactful insights. Constant rebalancing to ensure you are on top of the market trends and provide recommendations

Portfolio Review & Reporting

Regular investment reviews, market commentary, performance and cash flow reports on your portfolio

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.