Our Charity and Education Investment Services

Helping you navigate a complex financial world

Steering the financial direction of charities, not-for-profits and educational organisations is a considerable responsibility. You understand the aims, challenges and strengths of your organisation - it’s your world. But to secure, grow and sustain its future for the people and causes you support, you need the help of a trusted investment partner.

Supporting your world with ours

At HSBC Private Banking we can connect you to the world beyond your world. As well as an in-depth understanding of the needs of charitable organisations we have a wealth of expertise and capabilities in the financial world.

Investment services are just the start. We believe in supporting charities to help make society, and the world a better, more sustainable place. That is why our team of charity experts will get to know your individual needs, in order to provide tailored guidance, support and solutions to help you achieve your aims.

Wide-ranging charitable experience

Our depth of experience comes from having worked in partnership with leading charitable organisations across a wide range of structures including:

  • Charitable trusts
  • Schools and universities
  • Endowments and foundations
  • Not-for-profit organisations

Solutions tailored to your needs

HSBC’s unparalleled strength and reach gives our clients total confidence in our range of services. We use these world-spanning capabilities on your behalf, making connections and introducing you to opportunities outside of your normal sphere.

Discretionary investment services

Our discretionary services let you delegate the management of your investments to us, in the knowledge that your assets are being managed in accordance with the risk parameters and investment criteria you define.

Advisory investment services

Our advisory services allow you to have an interactive approach to managing your investment portfolio that lets you maintain control of your final investment decisions. Through us you can have access to a full range of asset classes, including:

  • Cash and liquidity solutions
  • Fund, fixed income and equity advisory services
  • Structured investments
  • Alternative investments - ideas including hedge funds, private equity and real estate

Execution-only investment accounts

Our execution-only services allow you to implement your own investment ideas and strategies. By giving you access to the global financial markets across a wide variety of products and services, you can invest, manage and monitor your investment positions.

Sustainable. Ethical. Committed

HSBC is a leading force in sustainable investment. We are rated number 1 in Climate Change and Socially Responsible Investment research [source: HSBC Global Research, EXTEL Survey 2019]. We can help you to incorporate a range of solutions in your portfolio, including:

  • Ethical investing and negative screening
  • Integrating ESG considerations
  • Sustainability-themed investment ideas to match your desire to do good in the world

Adding value

Above and beyond the investment services provided by your experienced charity team, you can call on us for a range of additional services designed to support your organisation:

  • Credit solutions - including lending secured by financial assets
  • Guidance on investment policies
  • Investment training for trustees and finance teams
  • Thought leadership via events and publications
  • Leading industry knowledge

Our specialist sector team understand the responsibilities of trustees and the topics that matter to charity clients. Let us help you plan for a sustainable future and discuss your current needs today.

Please note this material, issued by HSBC UK Bank plc, is for UK audience only.

Your organisation’s needs are unique. That is why our expert charity team works closely with your trustees and finance teams to provide a tailored range of solutions and support.

Important information

This material is issued by HSBC UK Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority in the UK. It has been issued for your information purposes only.

Please note that HSBC does not provide tax or legal advice and clients should seek professional advice from their tax advisor. Any reference to tax is based on our knowledge of the current and proposed tax regime and is subject to change.

In the United Kingdom, this document has been approved for distribution by HSBC UK Bank plc whose Private Banking office is located at 8 Cork Street, London, W1S 3LJ.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of HSBC UK Bank plc. Copyright© HSBC UK Bank plc 2019.


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.