Client services

Our service commitment

Open and frequent communication is an essential component in meeting your investment objectives. We believe that the best possible level of service is provided by separate client servicing and investment management teams. Your account will be assigned a dedicated Client Investment Services Manager (CISM) who will be based in the office nearest to you and will always be available if you have any queries. Based on a clear understanding of your investment goals, performance objectives and risk tolerances, your Client Investment Services Manager will work with you from the initial stages of the relationship to determine appropriate performance benchmarks, asset mix levels and investment guidelines for the portfolio.

Keeping you informed

To keep you up to date with the progress of your investments we provide the following information:

Quarterly Reports

To ensure you are kept abreast on the activities in your investment portfolio, we provide detailed, easy-to-read performance reports on a quarterly basis.

Your report provides information on:

• Economic review and outlook
• Asset allocation summary
• Investment performance
• Stock market returns
• Performance commentary
• Full portfolio valuation

Client meetings

Your Client Investment Services Manager will be available to meet with you on a regular basis to discuss the progress of your portfolio.

Global Views

We provide informative monthly publications and quarterly voiceover presentation on HSBC Global Asset Management's global market views and investment strategies.

Fund centre

Visit the fund centre here