Our specialists monitor the universe of alternative investments to guide you through this compelling asset class, uncovering and securing often previously unavailable opportunities globally.
HSBC Private Bank’s Alternative Investment Group consists of over 90 professionals located in major financial centres around the world in North America, Europe and Asia, fully dedicated to the alternative investment business.
Our goal is to bring our market intelligence to our clients across the globe through our local presence.
The team also leverages HSBC Group’s global presence and experience in sourcing Private Equity and Real Estate opportunities for institutions, entrepreneurs, high net worth clients and their families.
Why choose us?
Pioneers in Hedge Funds
We have been offering hedge fund services since 1989. By the time the industry underwent a rapid expansion in the following decade, we were already an important player. This early advantage allowed us to seize new investment opportunities: we are today one of the leading hedge fund investors globally.
As of December 2012, the total invested in alternative assets by HSBC Private Bank clients represented USD 28.95 billion*. The quality of our contacts and the scale of the Alternative Investment Group as a hedge fund investor mean that we can facilitate entry into certain funds that may otherwise be closed. We also are a trusted contact for hedge funds seeking capital.
Our Strong Capabilities
Our investment process is rooted in an independent, open architecture approach enabling us to select hedge funds solely on the basis of merit and suitability.
Our team of hedge fund analysts are deployed throughout the world. They are equipped with state-of-the-art proprietary analytical tools developed to meet our evolving needs. We have collected two decades of quantitative and qualitative data collected on an extensive universe of hedge funds.
This is invaluable when performing due diligence and developing customized portfolios for our clients.
All our hedge fund specialists have access to the rich stores of data and intellectual capital within the Alternative Investment Group: our pool of hedge fund competence is at your service.
* HSBC's alternative investment services are grouped together under the HSBC Alternative Investment Group (AIG). AIG includes advisory, discretionary, execution and custody for hedge funds carried out in Europe, UK, North America and Asia. AIG manages or advises on US$28.95bn in funds of hedge funds, customised segregated portfolios, private equity funds and real estate products and is one of the largest hedge fund investors globally. HAIL is HSBC's centre of reference for alternative investments. Source: InvestHedge Billion Dollar Club Survey, HSBC Alternative Investments Limited as at 31 December 2012.
What is our investment approach?
A range of innovative alternative investments have gained appeal in recent years. Among them are Real Estate, Private Equity and Hedge Funds. These sophisticated investments have emerged as a complement to traditional equity and fixed income portfolios, bringing diversification and enhancing risk/return ratios.
HSBC’s long-standing experience, size and global network give us an unparalleled advantage. We have built a broad range of contacts within the industry. Our teams track the performance of nearly 2,400 hedge funds in our proprietary database, 1,000 of which are subject to extensive qualitative and quantitative analysis on an annual basis.
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.
Investors in Alternative Investments should bear in mind that these products can be highly speculative and may not be suitable for all clients. Investors should ensure they understand the features of the products and fund strategies and the risks involved before deciding whether or not to invest in such products. Such investments are generally intended for experienced and financially sophisticated investors who are willing to bear the risks associated with such investments, which can include: loss of all or a substantial portion of the investment, lack of liquidity in that there may be no secondary market for the fund and none may be expected to develop; volatility of returns; prohibitions and/or material restrictions on transferring interests in the fund; absence of information regarding valuations and pricing; delays in tax reporting; key man and adviser risk; limited or no transparency to underlying investments; limited or no regulatory oversight and less regulation and higher fees than mutual funds. You should consult your professional advisors before investing.