New HSBC Prism Advisory harnesses data-driven analytics to help professional investors navigate market complexity

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HSBC recently launched its HSBC Prism Advisory service for private banking and eligible retail wealth clients¹ in Hong Kong. HSBC Prism Advisory enables clients to manage risk and test their portfolios against different market scenarios by using data-driven insights and expert guidance to help clients make informed decisions.

Global market performance has been hit hard by a range of factors including continued rate hikes in the United States and significant volatility in the A-share and H-share markets. Despite downward pressure on the global economy, HSBC expects that this year opportunities may still be found and a silver lining may be emerging in the outlook for interest rates. It is, therefore, important to stay invested and build a diversified portfolio of high-quality assets, while waiting to see how the markets may perform in the near future.

Surging demand for diversified and personalised services

An HSBC study on middle class in 2022 found that professional investors¹, on average, allocate 61 per cent of their assets to investments, around 10 per cent higher than non-professional investors. Their portfolios are highly diversified, with a greater proportion in equity (28 per cent) and funds (16 per cent) respectively.

“Professional investors demand more diversified and personalised services for managing their portfolios. They want advice supported by data and analysis, and hope to have greater control over their investment decisions to achieve their wealth management goals,” says Brian Hui, head of customer propositions and marketing, wealth and personal banking at HSBC in Hong Kong.