The world's local bank
Private Investment Management is a discretionary investment management service that provides individuals and families with an opportunity to invest in a tailored portfolio of stocks, bonds and money market instruments from investment markets throughout the world.
Boutique approach to client service
Using a personal, attentive approach, we work with you and your other advisors to provide tailored solutions that meet your specific requirements.
Risk management
We manage portfolios in accordance with each client’s stated tolerance for investment risk. We consider the optimal asset mix for each client using efficient frontier analysis, which seeks to maximize return for a given level of risk.
Tax-efficiency and cost minimization
Many Private Investment Management clients hold the majority of their investments in accounts taxed at the highest marginal tax rate. Our goal is to maximize your after-tax return within your stated risk tolerance range while minimizing costs.
Professional research and analysis
Economic and market factors can influence the value of a portfolio. In making investment decisions, we conduct detailed analysis on individual securities, in search of long-term growth prospects.
Active portfolio management
We believe significant value can be derived from an active asset allocation process. Our investment team compares asset classes and markets to create the optimal asset mix consistent with your portfolio objectives.
Personalized investment choices
Private Investment Management clients can choose from a wide variety of HSBC Investment products to create a highly personalized investment strategy.
Liquidity solution
The liquidity solution, Conservative Income, combines the HSBC Canadian Money Market Pooled Fund and HSBC Mortgage Pooled Fund. This solution is designed to preserve capital with reasonable liquidity of assets and potentially higher yields.
