HSBC Wealth Specialist Service

Where appropriate, we can also offer you a range of specialist services. These include our Wealth Charity Service, Satellite Benchmark Service and other Bespoke portfolios.

Key benefits

• Your Discretionary Wealth Manager calls upon the services of our Chief Investment Office (CIO) team, and other members of the wider HSBC team, as required
• You receive a service that does a specific job within your broader investment strategy
• Regular portfolio reviews to adjust and adapt the portfolio requirements to your needs

Satellite Benchmark Service and other Bespoke portfolios

Complement your principal investment strategies or reflect your own big picture financial perspective Satellite benchmarks do not have exposure to Hedge Funds,Commercial Property or Private Equity.

Wealth Charity Service

Focused on the financial needs of charities and not for profit organisations

Investment solutions built to meet income needs and expected total returns within risk controlled parameters

Diversified, multi-asset, optimised portfolios with a combination of conventional and alternative asset classes Ethical overlays can be incorporated

Risk to Consider

The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested. Currency exchange movements may also cause the value of overseas investments to fluctuate.

These services may invest in alternative markets which may be less readily realisable and more difficult to sell and in emerging markets which are potentially higher risk/more volatile than those inherent in established markets.