Top of main content
Hong Kong Skyline

HSBC Prism Advisory

Institutional portfolio-based advisory service enabling you to see beyond

See beyond the complex

HSBC Prism Advisory is a holistic portfolio-based investment service for Global Private Banking clients that combines expert guidance and data-driven insights. HSBC uses institutional-quality portfolio and risk analytics provided by Aladdin Wealth™ technology from BlackRock.* 

We link our strategic and tactical views to our global investment capabilities and opportunities, so you can manage your investments with high quality, timely and personalised advice. With 3,000+ risk factors monitored daily, Aladdin Wealth™ technology drives portfolio transparency for advisors to deliver a more disciplined investment approach to clients.

*HSBC has engaged BlackRock Solutions to provide Aladdin Wealth™ technology for HSBC Prism Advisory.

What takes Prism beyond the expected?

Aladdin WealthTM Analytics icon, zoom in bar chart

Wealth Analytics

Holistic analysis, powered by Aladdin Wealth™ technology from BlackRock

HSBC takes a deeper look at your portfolio, revealing your exposures in detail, surfacing unintended risks and helping you make better decisions.

Portfolio Health Checks icon, a speaker

Portfolio Health Checks

Up to date and in the know

Predefined alerts allow your Investment Advisor to deliver timely updates and suggestions, giving you more opportunity to adjust your portfolio to market conditions.

Bespoke Asset Allocation icon, bar chart

Insights and Research

Information at your fingertips

HSBC Insights & Research service gives you access to HSBC’s market leading research capabilities. Choose your content, subscribe to your favourite analysts, and keep abreast of the information you need.

Prism Investment Advisor icon, an advisor explain concepts

Dedicated Investment Specialists

Advanced technology with a human touch

With robust knowledge of this powerful platform, your Investment Advisor will help you dissect the analytics, investment views and current market situation, and translate them into suggestions in line with your investment objectives.

Prism Model Portfolio icon, a target

Portfolio Construction

Implement your strategy

In addition to your investor profile and preferences, our strategic and tactical views of the market act as beacons. Together with your Investment Advisor, you can further customise the portfolio, to ensure it reflects your personal views and objectives.

Contract & Fee Options icon, file with text

Transparency and Simplicity

Clarity on what you get for your money

With clearly defined agreements on the minimum level of service and a simple, understandable tariff structure, we maintain a high level of transparency so you will always know exactly what to expect and precisely how much it will cost.

See Better, Monitor Better, Act Better graphics

HSBC Prism Advisory helps you see better, monitor better and act better. With a more proactive approach to managing your portfolio. With more options that cater to your specific investment needs and appetites. With more timely information delivered in more accessible ways. With a more structured approach to planning and executing your investment strategy. Contact us to learn how HSBC Prism Advisory can help you see beyond.  

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.