Your investments are a reflection of you: your drive, your aspirations, your legacy.
The investment universe is broad and complex, but with more than 500 specialist investment professionals in 30 countries researching, assessing and investing in equities, fixed income, funds and alternative investments, HSBC is well placed to ensure your objectives are met.
CMS, AMS and SIS are multi-asset portfolio programmes designed to provide a broad range of risk solutions and support you in achieving your long-term investment goals. They do so by blending equity and fixed income/bond allocations to deliver carefully-optimised exposure, while also offering the additional option of an alternative investment strategy component. All three solutions are underpinned by a Strategic Asset Allocation (SAA) designed to match your risk/return objectives through cost effective implementation and security selection.
Single asset portfolios are available if you wish to focus on a specific asset class or strategy. You have the choice of using HSBC’s expertise in globally- or regionally- biased equity and fixed income markets, or a carefully chosen portfolio of third-party managers that specialise in a particular market or strategy.
If you require a highly tailored approach to pinpoint exact risk exposures to complement your overall portfolio, this is also available. In this instance, we partner with HSBC Global Asset Management to create a customised service for individuals with institutional needs. This includes equity and various fixed income opportunities, ranging from investment grade bonds, to high yield, to emerging markets.
Download Discretionary Portfolio Management materials in PDF format