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The world's local bank
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.
Discretionary investment services are well suited to those who lack the time, interest or expertise to manage their own investment portfolios. Our clients include individuals, personal holding companies, corporations, trusts, foundations, endowments and small financial institutions.
Key features and benefits
Boutique approach, risk management, tax efficiency, professional research and analysis, active portfolio management, liquidity solution and HSBC Premier membership.
Key Benefits to You
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Each portfolio is constructed and managed on an individual basis to achieve the specific objectives of your account.
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An Investment Policy Statement summarizes your return objectives, risk tolerance, time horizon and specific investment preferences or constraints.
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A dedicated Investment Counselor will work with you to understand your personal situation and your financial goals and will then recommend a suitable investment strategy.
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Once your strategy has been established, your Investment Counselor and a Portfolio Manager will set up and manage your portfolio accordingly.
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Your Investment Counselor will speak with you on a regular basis to review portfolio performance, changes to your objectives and circumstances, and any other matters that may affect the management of your portfolio.
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Our investments process is designed to add value to your portfolio through asset allocation and sector and security selection within acceptable risk tolerance levels.
