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HSBC – the private bank with a truly global perspective

As part of the HSBC Group, one of the world’s largest banking and financial services organisations, HSBC Private Banking is in a prime position to provide High-Net-Worth Individuals (HNWI), Ultra-High-Net-Worth Individuals (UHNWI) and Family Office clients with unparalleled market insights and strategically tailored investment solutions.

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HSBC – the private bank with a truly global perspective

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Cheuk Wan Fan, HSBC Private Banking managing director, head of Investment Strategy and Advisory, Asia says underpinned by a global network of experienced analysts and investment specialists spanning the world, HSBC Private Banking is able to identify new trends and opportunities to help clients shape their investment strategies. “Spanning the globe, our Global Investment Committee monitors markets to identify cycles, tactical trends and investment opportunities to provide our private banking clients with bespoke solutions to achieve their investment objectives,” says Fan who emphasises a key objective of HSBC's advice and services proposition is to help clients to build a globally diversified core investment portfolio based on active risk management. “Global diversification using a balanced portfolio strategy is crucial to enable investors to benefit from stable returns with controlled risk,” says Fan who notes a growing appreciation among high-net-worth investors in Asia for the need to diversify their investments instead of mainly focusing on a home or regional market investment bias, where they could be exposed to local concentration risk. To help clients HSBC's experienced strategists and asset class-focused specialists, part of HSBC’s well established global capabilities network, identify tactical asset allocation opportunities and High Conviction Themes, based on thorough market research. Fan says through HSBC Private Banking’s global footprint of investment specialists, covering a wide spectrum of assets classes, the bank is able to provide sophisticated and customised advice and investment solutions that high-net-worth clients require.

"Global diversification using a balanced portfolio strategy is crucial to enable investors to benefit from stable returns with controlled risk Strategic strengths" - Cheuk Wan Fan, HSBC Private Banking managing, director, head of Investment, Strategy and Advisory, Asia

Explaining how diversifying asset allocation is a cornerstone of a successful long-term, actively risk managed investment strategy, Fan stresses that managing risk, does not mean being un-invested. “It’s asset allocation, not the market timing, that’s important,” says Fan, referring to a tendency for some investors to strategically attempt to time market entry and exit points. According to Fan, the 2008 global financial crisis is a classic example of what can happen when investors that withdraw from the markets and wait on the sidelines. “Many missed opportunities to reap rewards as quantitative easing and large-scale intervention from central banks fueled a market rise,” says Fan.

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