Using our disciplined investment framework, your investment adviser will work with you to analyse your financial situation, agree your investment needs and objectives, and determine your investment profile.
We design asset-allocation strategies that consider your investment profile and align with HSBC Private Bank’s market outlook.
We develop recommendations for your portfolio using a variety of HSBC and
third-party investment vehicles and investment managers, tailoring each choice to your needs.
Portfolio monitoring and strategy refinement
If you have an advisory portfolio we will use our comprehensive, consultative approach to develop an awareness of your financial situation and form a strategy tailored to your needs.
If you have a discretionary portfolio we will regularly review it and may make adjustments based on your objectives and our market outlook. We continually review the investments and managers we use to ensure they are suited to your portfolio.
Reporting and reviews
We provide regular investment reviews, market commentary, investment performance reports, market values and cash flows on your portfolio.