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Wealth Portfolio Plus

A powerful, exclusive solution on par with private banking to help you create a well-diversified portfolio and manage risk.

A first-in-market portfolio-based advisory solution

Our Wealth Portfolio Plus service helps Jade clients who hold a Professional Investor status to achieve their wealth goals by constructing a well-diversified portfolio. It is a portfolio-based advisory service that leverages unique technology by Aladdin Wealth1.

With Wealth Portfolio Plus, you can access a full range of wealth solutions and get holistic recommendations from your dedicated Jade Director. Visualise your potential return with our wealth projection tools and get timely alerts on your portfolio.

Be the first to experience it. Get in touch with us today.

Key benefits

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Enjoy a holistic portfolio review

We will take your overall investment portfolio into account and tailor our recommendations to it.

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Access enhanced analytics

With Wealth Portfolio Plus, you can get deeper insights into your portfolio through wealth projection.

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Create a more diversified portfolio

You will unlock access to a wider choice in products while maintaining your risk appetite.

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Get timely alerts on your portfolio

We will track your portfolio continuously and let you know if your portfolio deviates outside of set thresholds.

Compare Wealth Portfolio Plus and Wealth Portfolio Intelligence Service

Our Wealth Portfolio Plus service is exclusive to Jade clients who hold a Professional Investor status. Compared to our Wealth Portfolio Intelligence Service, it is much more comprehensive.

- Wealth Portfolio Intelligence Service Wealth Portfolio Plus
Eligibility Jade and Premier customers Jade customers who hold a Professional Investor status
Suitability

Product suitability


If we recommend a product to you, you would only be advised to select individual products with a risk level that matches your risk tolerance

Portfolio suitability

We consider the risks attached to the holdings in your entire portfolio. This allows you to optimise your portfolio with a wider range of products across the risk/return spectrum so long as your portfolio stays within your risk tolerance

Key highlights
  • Portfolio analytics
  • Scenario analysis
  • Comparison with reference asset mix
  • All Wealth Portfolio Intelligence Service services
  • Wealth projection visualisation of your portfolio and the benefits of its diversification
  • A portfolio-based advisory service that offers holistic regular portfolio reviews and tailored recommendations from your Jade Director
  • SMS alerts on your portfolio status

Our Wealth Portfolio Plus service is exclusive to Jade clients who hold a Professional Investor status. Compared to our Wealth Portfolio Intelligence Service, it is much more comprehensive.

- Eligibility
Wealth Portfolio Intelligence Service Jade and Premier customers
Wealth Portfolio Plus
Jade customers who hold a Professional Investor status
- Suitability
Wealth Portfolio Intelligence Service

Product suitability


If we recommend a product to you, you would only be advised to select individual products with a risk level that matches your risk tolerance

Wealth Portfolio Plus

Portfolio suitability

We consider the risks attached to the holdings in your entire portfolio. This allows you to optimise your portfolio with a wider range of products across the risk/return spectrum so long as your portfolio stays within your risk tolerance

- Key highlights
Wealth Portfolio Intelligence Service
  • Portfolio analytics
  • Scenario analysis
  • Comparison with reference asset mix
Wealth Portfolio Plus
  • All Wealth Portfolio Intelligence Service services
  • Wealth projection visualisation of your portfolio and the benefits of its diversification
  • A portfolio-based advisory service that offers holistic regular portfolio reviews and tailored recommendations from your Jade Director
  • SMS alerts on your portfolio status

Eligibility

Wealth Portfolio Plus is exclusive to HSBC Jade clients who hold a Professional Investor status only. You can attain this status if you have HKD8 million or its equivalent in assets made up of:

  • investments based on market value (including stocks, bonds, unit trusts, equity linked investments and more)
  • Certificates of Deposit (CDs)
  • Cash or cash equivalent deposits

Sign up for Wealth Portfolio Plus

Experience the future of wealth today. To unlock access to Wealth Portfolio Plus, simply contact your dedicated Jade Director. You can also call our HSBC Jade Dedicated Service Line on (852) 2233 3033.

If you are not an HSBC Jade customer yet, get in touch with us or learn more about HSBC Jade.

Alternatively, you can give us a call on (852) 2233 3777.

Additional information

  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.
  2. WPB Strategic Asset Allocation Booklet [PDF]
  3. The information shown on this website should not be taken as a recommendation, offer or solicitation for any investment product or service. Investment involves risk. You should carefully consider whether any investment product or service mentioned here is appropriate for you in view of your personal circumstances. Past performance is not indicative of future performance. Investors should refer to the individual product's offering memorandum or document for further details and the risks involved. The price of investment products may move up or down. Besides profits, losses may also be incurred as a result of buying and selling investment products.