Proven Global Investment Expertise

When it comes to your investments, we will ensure that there are no compromises. Be it product recommendations, a personalised portfolio review or in-depth wealth analysis reports, you can be assured of total and dedicated commitment.

Recommendations from a team of professionals
As an HSBC INFINITY customer, you will have a relationship branch where a pool of experienced Senior Personal Wealth Managers will provide you with investment and insurance recommendations. From sharing market insights, introducing our extensive range of investment and insurance products to helping you conduct an in-depth financial review, our Senior Personal Wealth Managers will always be at your service.

Comprehensive portfolio planning and wealth analysis report
Using our proprietary wealth planning tool, Wealth Master, our Senior Personal Wealth Managers can help you evaluate your needs and develop a portfolio recommendation with appropriate solutions. Furthermore, a wealth analysis report detailing your financial profile, life goals and potential gaps will be made available for you, so that you can read and review it at your own convenience.

The portfolio planning process involves three steps:
1. Profiling - Gathering relevant financial information
2. Planning - Setting your life goals and examining your current financial status
3. Analysing - Arriving at a strategy that helps you achieves your goals

Personalised portfolio recalibration service
We know taking care of your existing investments is as important as seeking new opportunities. Hence, you will be invited for a personalised portfolio review session with our Senior Personal Wealth Managers at your relationship branch. This is done using our proprietary wealth-planning tool, Wealth Master, where we optimise your asset allocation through an optimal risk-return methodology.

Your portfolio recalibration session will consist of three steps:
1. Performance review
2. Market insights
3. Product search