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Wealth Portfolio Intelligence Service

Build a personalised portfolio made just for your wealth goals and manage your investments seamlessly

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.

  • 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

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

  1. Log on to the HSBC HK App on your mobile phone to get started.
  2. 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.

Learn to invest in 7 days

Frequently asked questions (FAQs)

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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.