Private Investment Management | HSBC Canada

Private Investment Management



An introduction to Private Investment Management

The successful investment of money takes time. If personal and professional demands prevent you from giving your portfolio the attention it deserves, Private Investment Management is the ideal solution. A leader in the provision of customized wealth management solutions, HSBC Private Wealth Services (Canada) Inc. combines HSBC’s global investment expertise with an in-depth understanding of you, your business and your wealth to provide an exceptional and exclusive investment experience.

HSBC Private Wealth Services (Canada) Inc. is dedicated to serving high net worth clients like you by providing discretionary investment management solutions tailored to your specific needs and objectives. We rely on our stability, global reach and presence in a wide array of markets to build globally diversified portfolios. You benefit from the advice of an Investment Counsellor, an accredited professional, who will work closely with you to understand your needs. Every solution we develop and every service we provide is focused on managing your wealth today and for future generations.

Your Private Investment Management team

With HSBC’s on-the-ground expertise in major financial centres around the world, we are well positioned to bring you global investment opportunities and solutions to optimize your portfolio. Through the Private Investment Management service, you benefit directly from the investment strategies and insights of HSBC’s extensive network of research analysts and Portfolio Managers who are located in Canada and around the world. With operations in Europe, the Middle East, Asia and the Americas, HSBC has the international reach and local knowledge needed to uncover unique investment opportunities in both developed and emerging markets.

To ensure your portfolio receives the attention it deserves, it will be managed by a team of investment professionals dedicated to unlocking the world’s potential:

Your Investment Counsellor is your primary Private Investment Management contact. From the outset, he or she will devote a significant amount of time to understanding your investment objectives, time horizon and risk profile. With a full understanding of your situation, your Investment Counsellor can truly become your financial partner and help you reach your goals. Your Investment Counsellor will work with you to select the appropriate asset mix, summarize the portfolio’s objectives and indicate any investment constraints in an Investment Policy Statement.

Your Client Relationship Manager works closely with your Investment Counsellor to ensure that the highest standards of communication, confidentiality and administration are maintained at all times.

Your Wealth Planner will work with you to set your financial goals. Areas of focus are: retirement planning, estate and legacy planning, education planning, and business transition planning. Your Wealth Planner also includes investment planning, which the Wealth Planner delivers in partnership with the Investment Counsellor.

Dedicated Portfolio Managers at HSBC Global Asset Management (Canada) Limited are entrusted with the day-to-day management of your portfolio. The investment process is designed to add value to your portfolio through superior asset allocation and sector and security selection within acceptable risk tolerance levels. Investment teams situated around the world evaluate individual securities following in-depth analysis of proprietary and third-party research.

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