Wealth Portfolio Intelligence | Wealth Management

HSBC HK
Wealth Management
Wealth Portfolio Intelligence Service

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. You can access it directly on the HSBC HK Mobile Banking app, HSBC Online Banking, or with help from your financial adviser or Relationship Manager.

Asian Banking & Finance Retail Banking Awards 2019 awarded "Wealth Management Platform of the Year in Hong Kong"
Bloomberg Businessweek Financial Institution Awards 2020 awarded "Excellence Performance in Securities High Net Worth Product & Service"
FinanceAsia awarded "Best Bank in Hong Kong" in 2020

Let's get you started Experience the service now

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

Unlock even more features with Wealth Portfolio Plus

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

Find out more about these related services

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.

Open the HSBC HK app learn more on 'HSBC HK Mobile Banking app' page

Available in HSBC Online Banking

Log on to online banking to use our Wealth Portfolio Intelligence Service.

Log on This link will open in a new window

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.

Learn more about Wealth Portfolio Plus

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.

Learn to invest in 7 days

Frequently asked questions (FAQs)

You must be an HSBC Premier or HSBC Jade customer to use the service. HSBC Jade customers have access to an enhanced Wealth Portfolio Intelligence Service, which covers unit trusts, bonds, structured products, stocks, foreign currency, cash, time deposit and more. HSBC Premier customers are limited to Unit Trusts services only.

Building a diversified portfolio could help investors capture potential growth while managing risk of severe losses in highly volatile markets
The Reference Asset Mix is adjusted for each client’s Risk Profile. It is to be used as a reference point for portfolio discussions with clients

Based on your risk profile, we would assign you the bank's reference portfolio. The reference portfolio consists of how you may distribute your wealth across the different asset classes to achieve your overall risk and return characteristics.

Reference portfolios are constructed based on a combination of several factors, including the historical as well as the expected volatility and return given the current investment outlook for each asset class.

Reference portfolios will be reviewed and updated quarterly.

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

Enjoy our global banking support and wealth management services to help you and your family thrive

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

Remarks

1. Portfolio analysis services are available for unit trusts, structured products, stocks, foreign exchange (FX), cash and time desposits for HSBC Jade clients. Portfolio analysis services are available only for unit trusts for HSBC Premier customers.

The information shown in this website is neither a recommendation, an offer, nor a solicitation for any investment product or service. Investment involves risk. You should carefully consider whether any investment product or service mentioned herein is appropriate for you in view of your personal circumstances. Past performance is no guide to future performance. Investors should refer to the individual product explanatory memorandum or offering document for further details and risks involved. The price of investment products may move up or down. Losses may be incurred as well as profits made as a result of buying and selling investment products.

The screen displays and the images of the website are for reference and illustration purpose only.

Wealth Portfolio Intelligence Service

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