Our enhanced Wealth Portfolio Intelligence Service is a comprehensive, bespoke wealth management solution for HSBC Jade and HSBC Premier customers1. It's an all-in-one risk analysis, portfolio management, transaction services and investment tool.

With the help of your appointed financial adviser and Relationship Manager, you can experience the unique benefits of BlackRock Financial Management's Aladdin Wealth platform, which allows effective strategic adjustment and risk control.

Product features

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Create your optimal portfolio

Build and maintain your ideal investment portfolio with the help of our professional expertise and the powerful Aladdin Wealth platform. We provide you with a precise estimate of the volatility and correlations of different asset classes to serve your needs in global wealth management.

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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 with Unit Trusts, Bonds, Stocks, Foreign Exchange, Cash and Time Deposits* to capitalise on market trends.

 

*HSBC Jade clients can enjoy the service in all listed asset classes; 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. HSBC Premier customers will be able to access the Wealth Portfolio Intelligence Service from 4 May 2020.