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Balkan Mountains, Bulgaria

Our Investment Services

We take the time to understand your investment needs carefully, so you and your family have access to the most relevant range of investment products and services to help you achieve your goals.

How do you want to manage your portfolio?

We offer you a choice of investment services and solutions relevant to your business, investments and lifestyle.

We offer different types of investment services: Managed Investment Solutions, Advisory and Execution-only. it’s important you understand the differences between these, so you can select the option that is best-suited to your needs.

Managed Investment SolutionsAdvisory and Execution-only refer to the level of involvement you have in the management of your investments, versus the degree of control you give to the investment manager. 

Execution-only is where you have the most hands-on control, while Managed Investment Solutions is at the opposite end of the spectrum, with Advisory in between. 

Our Services


While managing your investments is a top priority, it may require more time and attention than your busy schedule permits. HSBC Prism Managed Investment Solutions are specifically designed to address this situation: investors who desire peace of mind and the time to focus on other priorities can hand over day-to-day investment responsibility to us, whilst retaining an element of control over the parameters of the mandate.


If you opt for a discretionary service, we will start our relationship by working out your investment objectives and risk appetite, before devising an investment strategy that precisely fits your profile and requirements.


The main areas this discovery process will cover are: the level of investment risk you are willing to take, the return you expect for taking that risk and any asset classes and markets you do or don’t wish to invest in.


Prism Advisory encapsulates how we help you to manage your wealth at HSBC Global Private Banking. We build a personal relationship with you, combining the institutional market-leading technology of Aladdin Wealth with the capabilities of HSBC Group in a manner bespoke to your investment needs and circumstances.


Through a robust investment and risk framework, comprehensive universe of investment opportunities, and unique insights and analytics into financial markets and your portfolio, we seek to empower you to make informed decisions on your portfolio.


Execution only services are available for those investors, with the appropriate knowledge and experience, who want to trade directly on financial markets without the benefit of advice.

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.