Overview of discretionary services
Our investment managers expertly create customised portfolios across all traditional and alternative asset classes.
Spectrum of investment solutions
Your diversified, discretionary portfolio may incorporate a mix of HSBC or third-party solutions across the spectrum of asset classes - domestic, international and emerging market fixed income and equities, as well as alternative investments - based on your individual needs.
- Global liquidity including multi-currency
- Domestic, global and emerging markets fixed income
- Domestic, global and emerging markets equities
- Multi-asset programmes
- Alternative investments – discretionary hedge fund portfolios and advisory hedge portfolios
We offer a wide range of discretionary programmes providing diversified, core portfolios across asset classes and investment styles. We make use of screened institutional-quality managers, mutual funds, exchange traded funds (ETFs) and hedge funds. Pre-defined, thematic and customised strategies can be made available depending on your investment and asset-allocation objectives.
- Your assets are invested and managed by an experienced Portfolio Manager
- We give you integrated, highly diversified solutions across all asset classes
- Your portfolio is managed efficiently thanks to our structured investment process