Discretionary Wealth Management: HSBC Expat

Get expert advice

Get expert advice

Discretionary Wealth Management

Our experience shows that whatever your circumstances, if you are looking to invest you need a specialist you can trust, who gets to know you and recommends an investment approach appropriate to your unique needs.

If you have £500,000, $1,000,000 or €833,000 to invest and wish to conserve or build your wealth with an investment portfolio, the Discretionary Wealth Management service from HSBC Global Asset Management International, may interest you.

How we can help you

This specialist and tailored service offers you:

A dedicated professional Discretionary Wealth Manager who will spend time getting to know you, your plans and priorities and construct a portfolio specifically designed to achieve your unique requirements and reflect your approach to risk
A diversified portfolio accessing a range of asset classes - your portfolio could encompass direct equities in developed and/or emerging markets, government and corporate fixed income securities, commodities, hedge funds, property and cash depending upon the right mix of assets needed to achieve your personal objectives and attitude to risk
Regular investment reviews, ongoing investment updates and advice and readjustment of your portfolio as market conditions or your personal circumstances change
Easy and secure access to your portfolio online – you can view your underlying holdings and check your portfolio valuation daily
Freedom from administration - your Discretionary Wealth Manager will free up your time by managing your portfolio for you, dealing with day-to-day decisions and administration on your behalf

Investors are advised to consider carefully the special risks of investing in emerging market securities. These economies also have been and may continue to be affected adversely by economic conditions in the countries in which they trade. Please remember that with investments the value of shares and the income from them may go down as well as up, is not guaranteed, and you may not get back the amount you invested. This could also happen as a result of changes in the rate of currency exchange, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any shares held are viewed as a medium to long-term investment, at least five years.