Prism Advisory Services

Investments driven by you

We’ll help you decide what level of service you need from us and advise on portfolio construction, but the final choices are yours. You remain in the driving seat, always in control.

Your investments are a reflection of you: your drive, your aspirations, your legacy.

Our approach to your investments is designed to reflect your needs, attitudes to risk and desired level of involvement. Everyone’s investment needs are different. We reflect yours.

Our Philosophy: Balance through consistency.

We focus on getting the desired outcomes for our clients - investing and staying invested. We believe in holding a carefully considered strategic asset allocation over the long term. We regularly and consistently rebalance and reassess our views on each asset class, which provides you with the ability to optimise your exposure and take advantage of short to mid-term market opportunities.

Customise without compromise.

Our advisory portfolio model reflects a disciplined and robust approach, with you at the heart of the process. You make the decisions, we then make it happen by partnering with you every step of the way.

  • Prism Advisory

    A simple, understandable and efficient approach to investments designed for investors who wish to retain control of their trading activity, whilst regularly rebalancing their asset allocation to match their risk/return objectives. This is an investment solution that responds to your long-term strategic needs, letting you drive the level of interaction with us and receiving advice upon request.

  • Prism Advisory Plus

    Created for active investors who want more frequent coverage and more depth in the analysis of financial markets. An investment solution for those who believe in actively managing their portfolio and rapidly adapting to the latest key macroeconomic trends. This is a service that allows you to benefit from selected investment opportunities relevant to your needs and interests. Your assigned Investment Counsellor will be on hand to provide proactive advice in line with your risk/return expectations.

  • Prism Advisory Total

    Offers the most sophisticated investors bespoke resources to make informed decisions. This service has been created for dynamic investors who need to be in constant touch with international financial markets to achieve their objectives. In addition to your Relationship Manager, your team will also consist of an Investment Counsellor and a Product Specialist who will proactively provide you with in-depth analysis of all relevant products followed by tailored investment ideas, in line with your risk/return expectations.

SERVICE COMPONENTS PRISM ADVISORY PRISM ADVISORY PLUS PRISM ADVISORY TOTAL
Access to Expertise
Named Relationship Manager
Named Investment Counsellor
Access to Product Specialist upon request
Access to Credit Advisor upon request
Access to Investment Strategist upon request
Portfolio Advising
Investment advice Upon request & on an ad-hoc basis At the Bank's initiative & driven by client's needs At the Bank's initiative & driven by client's needs
Comprehensive portfolio review Annually Up to Quarterly Up to Monthly
Provision of monthly market Investment Outlook
Monthly update on Investment Themes
Updates to changes in the Bank's recommendations for advised positions covered by the Bank's investment policy
Bespoke asset allocation
Portfolio Monitoring
Pre-trade suitability reviews on advised trades1
Proactive ongoing portfolio monitoring2 Upon request & on an ad-hoc basis
Access to Content
Knowledge & Research Centre5 Global Private Banking Publications3 Global Private Banking Publications3 + Macroeconomics/Foreign Exchange Research Global Private Banking Publications3 + Macroeconomics/Foreign Exchange Research + Single Security Research4

1. Pre-trade suitability reviews on advised trades: on asset concentration and portfolio risk
2. Proactive ongoing portfolio monitoring: at portfolio level (on issuer concentration, asset allocation, liquidity, currency risk and portfolio risk) and at position level (on asset concentration)
3. Global Private Banking publications include our Global Investment Committee Monthly View, Quarterly Investment Outlook, The Big Picture
4. Subject to suitability and cross-border assessment
5. Knowledge & Research Center service is available in Hong Kong, Singapore, France, Luxemburg, Switzerland and United States.

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Access to Expertise

SERVICE COMPONENTS PRISM ADVISORY PRISM ADVISORY PLUS PRISM ADVISORY TOTAL
Named Relationship Manager
Named Investment Counsellor
Access to Product Specialist upon request
Access to Credit Advisor upon request
Access to Investment Strategist upon request

Portfolio Advising

SERVICE COMPONENTS PRISM ADVISORY PRISM ADVISORY PLUS PRISM ADVISORY TOTAL
Investment advice Upon request & on an ad-hoc basis At the Bank's initiative & driven by client's needs At the Bank's initiative & driven by client's needs
Comprehensive Portfolio Review Annually Up to Quarterly Up to Monthly
Provision of monthly market Investment Outlook
Monthly update on Investment Themes
Updates to changes in the Bank's recommendations for Advised positions covered by the Bank's investment policy
Bespoke asset allocation

Portfolio Monitoring

SERVICE COMPONENTS PRISM ADVISORY PRISM ADVISORY PLUS PRISM ADVISORY TOTAL
Pre-trade suitability reviews on advised trades
Proactive ongoing portfolio monitoring2 Upon request & on an ad-hoc basis

Access to Content

SERVICE COMPONENTS PRISM ADVISORY PRISM ADVISORY PLUS PRISM ADVISORY TOTAL
Knowledge & research centre Global Private Banking Publications3 Global Private Banking Publications3 + Macroeconomics/Foreign Exchange Research Global Private Banking Publications3 + Macroeconomics/Foreign Exchange Research + Single Security Research4

Our Fact Sheets

Our Strategy: Pillars of Strength

Our Prism Advisory Services blend the elements below to get the best thinking and performance from HSBC, reflecting your needs and desired level of support.

Access to Expertise
Our international presence in and knowledge of key global markets provides an invaluable understanding of global trends. With a team of investment specialists in each asset class and investment service, we leverage and consolidate these ideas to help you optimise your investment exposure.

Portfolio Advising
Whether requested or proactively given, our investment advice will guide and help you manage your portfolio in a structured and optimised way. Based on our strategy and thematic ideas, we’ll advise you whilst taking into account your risk and return parameters. These updates will connect you to market opportunities so you can stay on top of the latest trends.

Portfolio Monitoring
Active monitoring and supervision of your portfolio via sophisticated pre-trade suitability reviews and proactive ongoing portfolio monitoring that allow you to control different risk parameters of your investments. Detailed portfolio and performance analysis that offer a complete view of the development of your portfolio positions and their return.

Access to Research
Analysis and recommendations from HSBC, including access to an online Knowledge & Research Centre which includes exclusive insights from our strategy and research teams.

Risk warning

  • 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 investment is subject to normal market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur
  • Liquidity constraints where subscriptions and redemptions are not available daily, or where lockups apply, mean that investors are subject to market risk during interim pricing periods and may not be able to access funds on short notice
  • There is a greater risk associated with emerging markets. Liquidity may be less reliable and price volatility may be higher than that experienced in more developed economies. This may result in the fund suffering sudden and large falls in value
  • Funds with a single sector focus will typically be more volatile than funds which invest broadly across markets
  • Funds with a single country focus will typically be more volatile than funds which invest broadly across markets and geographies
  • Region-specific funds have a limited investment scope and are susceptible to a decline in the region in which they invest. Therefore, these funds may be more risky than those which invest more broadly across markets and geographies
  • Countries where political leadership is either unstable or where it exerts a very strong influence on markets and business practices may be subject to greater volatility. Political risk may include potential for currency controls which would disrupt efficient financial markets
  • Limited transparency is typically a feature of both hedge funds and funds of funds. Funds of funds rely on underlying managers’ allocations and holdings may be less transparent than in single manager long-only funds. Furthermore, hedge funds in particular may have highly tactical investments along with less frequent and less stringent reporting requirements which does not provide investors with a picture of holdings on any given day
  • Currency may have either a direct or indirect effect on individuals’ investments. Where the reference currency is different from the reporting currency, foreign exchange movements will directly impact the value of the holdings. Currency will indirectly impact the value of the underlying investments as foreign exchange movements strongly influence the market economy and the competitiveness of both domestic and international companies. Funds which try to hedge to a reference currency can mitigate the direct impact of currency movements but cannot completely isolate the indirect effects of foreign exchange movements
  • Where investment decisions are made by an individual or a very small team, the potential loss of any one individual represents a significant risk to the ongoing viability of the fund
  • Passive Index funds are designed to track the reference index before fees and expenses. However, these funds may deviate from the index depending on several factors including: how fully the fund replicates the index, if the makeup of the index changes and if dividends are not fully captured
  • Smaller Company Risk – Small companies may be less liquid than larger companies and therefore price movements in securities of smaller companies may be more volatile and involve greater risk

Legal Information

The information on this site refers to services or products which are not available in certain locations, or which, in any relevant location, may have components, methods, structures and terms different from the ones described, as well as restrictions on client eligibility. Please contact a Relationship Manager for details of services and products that may be available to you.

The use of the label ‘HSBC Private Bank’, ‘we’, or ‘us’ refers to HSBC’s worldwide private banking business, and is not indicative of any legal entity or relationship.

This information is entirely qualified by reference to the terms and conditions of the specific service, if any, provided by the relevant HSBC company.

Nothing here is to be deemed an offer, solicitation, endorsement, or recommendation to buy or sell any general or specific product, service or security and should not be considered to constitute investment advice.

Please note that HSBC Private Bank does not provide Legal and Tax Advice.

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