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Wealth Portfolio Intelligence Service

Capture a world of opportunities

Our enhanced Wealth Portfolio Intelligence Service is a comprehensive, bespoke wealth management solution for HSBC Jade and HSBC Premier customers. It's an all-in-one risk analysis, portfolio management, transaction services and investment tool, powered by Aladdin Wealth’s technology1 provided by BlackRock Financial Management, Inc.

With the help of your appointed financial adviser and Relationship Manager, you can experience the unique benefits of our Wealth Portfolio Intelligence Service, which allows effective strategic adjustment and risk control.

Product features

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Create your optimal portfolio

Understand your portfolio volatility and exposures with the help of our enhanced Wealth Portfolio Intelligence Service, powered by the industry-leading Aladdin Wealth technology.

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Diversify investment risk

Our comprehensive scenario analysis is based on your investment preference, to help you assess portfolio performance while managing risks as you capture global opportunities.

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Invest in major asset classes

Give your portfolio greater flexibility to capitalise on market trends with Unit Trusts, Bonds, Structured products, Stocks, FX, Cash, Time Deposits and more.*

 

*All listed asset classes are available to HSBC Jade clients; HSBC Premier customers are limited to Unit Trusts only.

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Manage your portfolio with ease

Reconstruct your portfolio with detailed analysis and reports, and execute investment orders to seize every investment opportunity that comes your way.

Using the Wealth Portfolio Intelligence Service

Contact your Relationship Director or Relationship Manager to experience what the Wealth Portfolio Intelligence Service can do for you.

Not yet an HSBC Jade customer#?

#Eligibility: Total Relationship Balance of HKD7,800,000 or more.

Not yet an HSBC Premier customer^?

^Eligibility: Total Relationship Balance of HKD1,000,000 or more.

Investment tips

  • Are you ready to start investing? Our 5 Steps to Successful Investing help you identify your investment needs to allocate your assets in the most suitable way.

Frequently asked questions (FAQs)

Remarks

1. Aladdin Wealth’s technology is provided by BlackRock Financial Management, Inc. Its unique technology provides technical support and professional services for asset managers, investment institutions and wealth management companies.