What is international investment management?
A direct analogue to traditional investment management, global investment management simply refers to the act of investing in assets that are sat within global or foreign markets, with the same aim of optimising your investment for greater returns while mitigating the associated risks.
However, unlike standard market investing, international investment can be a lot more complex, which is why we recommend anyone interested in this type of investing seek out a qualified international investment management service to help guide them through the process.
What are the benefits of international investments?
As you might imagine, opening your portfolio up to the international market can come with a range of excellent benefits that at-home markets simply can’t compete with, such as:
- Greater portfolio diversification – with increased access to international markets, you can spread your investments across various countries, rather than just single asset types, further reducing risk levels and improving long-term investment performance
- Enhanced returns – in many cases, your investment partner will be able to deliver international opportunities that come with higher potential returns, including the chance to capitalise on growth in emerging markets from various countries
- Further risk management – trained international investment experts are able to mitigate greater levels of risk across your managed portfolio, implementing hedging strategies to protect your wealth against fluctuating markets
And with expertise across personal and family wealth management, our international investment services can be an effective tool to help you safely achieve financial goals.
Supporting your wealth needs on a global scale
At HSBC, our investment philosophy is the guiding principle for everything we do, and our international investing team have an unwavering commitment to our four key principles:
Global opportunities
We passionately believe that to be truly diversified, to find the right connections, and to secure your next investment opportunity, you need to be global.
No matter the location, sector, or language, by partnering with our team, we’ll grant you access to various broad opportunities across numerous markets. And with a partner who understands cultural nuances just as well as the economic cycles, you are in the right place to get things done when it matters.
Access the experts
At HSBC, we're able to draw on our leading experts from across the private banking sector as well as internal HSBC Asset Management staff.
We’re perfectly placed to help you connect the dots between wealth management, commercial banking, global markets, and day-to-day transactions to find the right opportunities at the right time. What’s more, using open architecture, we can draw on third-party industry experts to identify and seize investment opportunities that deliver against your ambitions.
Taking a rigorous approach
We take the time to understand your investment needs carefully, supporting you, your family, and your business in accessing the most relevant investment products and services to help achieve your investment goals.
We’ll help you to determine the right strategy for your wealth growth goals, whether that be investing your own capital or leveraging private banking lending to amplify potential returns and outline principles and strategies to accomplish your financial ambitions.
From here, we’ll then keep you regularly updated on how your portfolios are performing, and keep you in the know with the latest market trends in order to provide maximum levels of clarity.
Resilient controls
Through our institutional risk management systems, we’re able to complete regular rebalancing and systematic risk assessments, and put bespoke controls in place that give you the peace of mind you need when making large investment decisions.
We’ll help to develop these risk mitigation plans with you, with a focus on long-term protection to continuously ensure that we’re on the right road to help achieve your wealth ambitions.
Our investment philosophy is guided by our belief in diversification, looking globally for the best opportunities. We also believe it is critical to fully understand the needs and objectives of our clients to tailor portfolios.
Willem Sels, Global Chief Investment Officer
Stay up to date with international investment trends
As an HSBC Private Banking client, you’ll receive access to:
-
Our investment outlook:
Discover top trends to find exciting local and international investment opportunities across asset classes.
-
Our market views:
Examine the impact of current market conditions to develop a tactical asset allocation.
-
Our regional insights:
Deep dive into the market behaviour to analyse the potential direction of policy and markets.
Our solutions
Interested in some of our other essential investment services? Take a look at what else we offer our clients, below:
Discretionary services
Our discretionary portfolio management services offer a range of globally diversified solutions that are designed around your priorities, ambitions, and appetite for risk.
Advisory solutions
Our advisory solutions provide a holistic portfolio-based investment service for private bank clients that combines expert guidance with data-driven insights.
Alternative investments
Our range of alternative investment products and services are backed by our team of expert advisors to ensure we can readily meet the needs of our clients, including those interested in private equity, hedge funds, and real estate.
Execution only
When you manage your own investment portfolio, you can still benefit from our investment specialists’ global knowledge and views. We also offer a broad range of tools and solutions that can play an important role as you develop your investment strategy.
How we build your investment portfolio
Our disciplined investment process helps us to define, implement, and regularly review your investment strategy, with tailored solutions designed to help you grow, manage, and preserve your wealth.
No matter your ambitions, our relationship managers will work with you to determine the best course of action and provide you with access to specialists who can help make your ambitions a reality.
-
Investment profile
An analysis of your financial situation with your Relationship Manager and Investment Counsellor to agree on your investment objectives and determine your investment profile.
-
Asset allocation
The design of your long-term Strategic Asset Allocation (SAA) aligned with your risk profile, supplemented with tactical positions (TAA) based on current market views and opportunities.
-
Investment selection
Recommendations tailored to fit your portfolio and your preferences using a variety of HSBC and third-party investment vehicles and managers.
-
Portfolio monitoring and strategy refinement
- Advisory – a comprehensive and consultative portfolio-wide approach to maintain a strategy tailored to your needs and goals.
- Discretionary – regular monitoring and management of your investments to ensure the portfolio remains aligned with your objectives and risk profile.
-
Reporting & reviews
Regular investment reviews, market commentary, performance, and cash flow reports on your portfolio.