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
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.