Take your personal wealth management journey to a whole new level with our Wealth Portfolio Intelligence Service, an all-in-one tool you can use to optimise your portfolio and understand relevant investment risks comprehensively.
Powered by BlackRock's Aladdin Wealth technology, this service is available to all HSBC Jade and HSBC Premier clients, and accessible directly through the HSBC HK Mobile Banking app or with help from your appointed financial adviser and Relationship Manager.
Key benefits
Create your optimal portfolio
Do a deep dive into the volatility and risk exposure levels of your portfolio using a sleek interface that provides an eagle-eyed view of all your assets
Manage investment risk
Assess the investment risks across the different asset classes in your portfolio with our expert scenario analysis, aimed at helping you capture global opportunities while managing your risk exposure
Easy portfolio management
Reconstruct your portfolio to prioritise performance with our detailed analyses and reports, and efficiently execute investment orders to capitalise on growth opportunities
Product features
In-depth analysis of your investment holdings
Whether you want a snapshot of your portfolio1 or an analysis of your exposure to key asset classes, we've got you covered. Here's what you'll be able to do:
Check your individual product holdings under key asset classes
Compare your asset class mix against our reference portfolio
Review your holdings in different currencies to manage your exposure to exchange rate risks
Investment portfolio stress test
Run a simulation on how your investment holdings might perform under different hypothetical market scenarios to identify possible gaps or weaknesses in your asset class exposure and investment strategy
Things you should know before you start
The Wealth Portfolio Intelligence Service is available for all HSBC Jade and HSBC Premier customers.
Make sure you do the following to fully utilise this service:
Update your Risk Profile Questionnaire
This ensures you can use all our features
Open an investment account with us
Hold investments or invest in unit trusts1
Using the Wealth Portfolio Intelligence Service
There are 2 ways you can use the Wealth Portfolio Intelligence Service to optimise your investment journey.
Use the HSBC HK app
- Log on to the HSBC HK App on your mobile phone to get started.
- Select 'Investment', followed by 'show me' under either the 'Shock your portfolio' or 'Shock your Unit Trust holdings' options for HSBC Jade and HSBC Premier customers, respectively.
You can also choose to scan this QR code with your mobile phone if you're using a desktop
Prefer the personal touch?
Contact your Relationship Director or Relationship Manager through email, directly by phone or via our hotlines:
- HSBC Jade dedicated service line: (852) 2233 3033
- HSBC Premier: (852) 2233 3322
Wealth Portfolio Plus for Professional Investors
Our first-in-market advisory-based Wealth Portfolio Plus service is now available exclusively for Jade clients who hold a Professional Investor status. Construct a well-diversified portfolio, manage your risk and unlock access to a full range of investment solutions with powerful tools that put you more on par with competing private banking offerings.
Investment tips
Outperforming portfolios don't just happen by chance, but because of investment strategies created from better investment knowledge and the use of the right investment tools.
If you're wondering how to get started on investing for optimal performance or how to build your portfolio, our free 7-day beginner's guide is a great place to start, with lessons sent straight to your email inbox daily.
Frequently asked questions (FAQs)
Related products and services
HSBC Jade
Open the door to the vista of bespoke lifestyle privileges and exclusive financial management solutions you deserve
HSBC Premier
Tap on our industry expertise and strong 150-year legacy for the global banking support and wealth management services you need
Open an investment account
Open your account in just 6 easy steps with our HSBC HK app
Our wealth products
Find wealth products that will support your investment targets and we'll help to customise them to your needs