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 Crimson Mountains

Our investment approach

Whether you prefer a discretionary portfolio or more participation in your investments, we always follow a rigorous process to help define and implement your investment strategy.

Our Investment Philosophy

Our investment philosophy is the guiding principle of everything we do. We have an unwavering commitment to our four key principles.

What: Global opportunities - Icon

What: Global opportunities

Portfolios with global exposure can benefit from the broad opportunity set of global markets.  With the global reach of HSBC, we can deliver these opportunities to you.

How: Disciplined approach - Icon

How: Disciplined approach

A sound investment strategy needs to be designed around you, incorporate long-term and short-term market opportunities, be implemented with your preferences in mind, and regularly reviewed. 

Who: Open architecture - Icon

Who: Open architecture

We believe expertise is critical to successful investing. We draw from a broad spectrum of HSBC and third-party talent when identifying investments suited to your needs.

Risk management -  Icon

Risk management

We use the principles of diversification and strategic asset allocation with the aim of shaping portfolios that deliver attractive potential rewards compared to the inherent risks.

How we build your investment portfolio

Our disciplined investment process helps define, implement and regularly review your strategy, with tailored solutions to help you grow, manage and preserve your wealth.

Infographics on how we build your investment portfolio
Investment profile - Icon

Investment profile

Analysis of your financial situation with your RM & IC to agree your investment objectives and determine your investment profile

Asset allocation - Icon

Asset allocation

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 - Icon

Investment selection

Recommendations tailored to fit your portfolio and your preferences using a variety of HSBC and third-party investment vehicles and managers

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Portfolio monitoring & strategy refinement

  • Advisory: a comprehensive and consultative portfolio-wide approach to maintain a strategy tailored to your needs and goals
  • Discretionary: regular monitoring of investments and managers to ensure the portfolio remains aligned to your objectives and risk profile
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Reporting & reviews

Regular investment reviews, market commentary, performance and cash flow reports on your portfolio

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.