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HSBC Private Bank Asia Launches Prism Advisory Providing Institutional Quality Analytics to Monitor & Optimise Portfolio, Mobile Alerts on Risks & Opportunities 

14th November 2022  | Hong Kong

HSBC Global Private Banking in Asia has launched HSBC Prism Advisory, providing institutional quality analytics for private banking clients to monitor & optimise portfolio, including mobile alerts on risks & opportunities.  HSBC Prism Advisory: ‘Always-on’ Prism monitors the portfolio around-the-clock, providing timely notifications about portfolio health and actions for the client to consider.  For instance, during a sharp market movement, Prism can alert the client to portfolio risks and opportunities via their mobile device and deliver personalised advice through an HSBC advisor, who can use Prism’s institutional-quality analytics to ascertain how an action would impact the portfolio relative to the client’s objectives … … Clients can optimise their portfolio using CIO (Chief Investment Officer) Model Portfolios which are anchored by HSBC Global Private Banking’s Strategic Asset Allocation and incorporate CIO’s tactical and thematic views. Clients can also choose to customise a model portfolio to express their personal views and objectives and, working with an advisor, build a portfolio from the ground up using Prism’s Bespoke Asset Allocation capability. HSBC Prism Advisory Wealth Projection: Using Prism’s wealth projection function, clients can better plan for their long-term goals by simulating potential returns on their portfolio. Clients can also examine the potential strengths and weaknesses of their portfolio by testing how it could react to certain market conditions and specific historical and potential scenarios, leveraging 50 different available stress tests. For example, clients can ascertain the impact of persistently high or easing inflation on their investment portfolio.  HSBC Prism Advisory is available to HSBC Global Private Banking clients booked in Hong Kong and Singapore, and will be extended to eligible retail banking customers in Hong Kong in late November 2022.  HSBC Prism Advisory is already available for Global Private Banking clients booked in United Kingdom, Switzerland, Luxembourg & France.  HSBC Prism Advisory uses Aladdin Wealth technology, an industry-leading risk platform by BlackRock, the world’s largest asset manager with around $7.96 trillion AUM (Assets under Management, Q3 2022).  

“ HSBC Private Bank Asia Launches Prism Advisory Providing Institutional Quality Analytics to Monitor & Optimise Portfolio, Mobile Alerts on Risks & Opportunities “

 

Ads & Announcements

HSBC Prism Advisory is available to HSBC Global Private Banking clients booked in Hong Kong and Singapore, and will be extended to eligible retail banking customers in Hong Kong in late November 2022.  HSBC Prism Advisory is already available for Global Private Banking clients booked in United Kingdom, Switzerland, Luxembourg & France.  HSBC Prism Advisory uses Aladdin Wealth technology, an industry-leading risk platform by BlackRock, the world’s largest asset manager with around $7.96 trillion AUM (Assets under Management, Q3 2022).  

Dictionary Check: What is Prism? – a transparent glass or plastic object that usually has three sides and that separates the light that passes through it into different colors

 

HSBC Prism Advisory – ‘Always-on’ Prism Monitors Portfolio Around-the-Clock HSBC Global Private Banking – Patrick Ho & Fan Cheuk Wan

HSBC Prism Advisory: ‘Always-on’ Prism monitors the portfolio around-the-clock, providing timely notifications about portfolio health and actions for the client to consider. For instance, during a sharp market movement, Prism can alert the client to portfolio risks and opportunities via their mobile device and deliver personalised advice through an HSBC advisor, who can use Prism’s institutional-quality analytics to ascertain how an action would impact the portfolio relative to the client’s objectives … … Clients can optimise their portfolio using CIO (Chief Investment Officer) Model Portfolios which are anchored by HSBC Global Private Banking’s Strategic Asset Allocation and incorporate CIO’s tactical and thematic views. Clients can also choose to customise a model portfolio to express their personal views and objectives and, working with an advisor, build a portfolio from the ground up using Prism’s Bespoke Asset Allocation capability. 

HSBC Prism Advisory Wealth Projection: “Using Prism’s wealth projection function, clients can better plan for their long-term goals by simulating potential returns on their portfolio. Clients can also examine the potential strengths and weaknesses of their portfolio by testing how it could react to certain market conditions and specific historical and potential scenarios, leveraging 50 different available stress tests. For example, clients can ascertain the impact of persistently high or easing inflation on their investment portfolio.”

HSBC Prism Advisory is available to HSBC Global Private Banking clients booked in Hong Kong and Singapore, and will be extended to eligible retail banking customers in Hong Kong in late November 2022.  HSBC Prism Advisory uses Aladdin Wealth technology, an industry-leading risk platform by BlackRock, the world’s largest asset manager with around $7.96 trillion AUM (Assets under Management, Q3 2022).  

 

Siew Meng Tan, HSBC Regional Head of Global Private Banking, Asia Pacific: HSBC Siew Meng Tan

Siew Meng Tan: “In an increasingly complex world, our clients look to us for personalised and proactive advice to help them navigate markets, maintain portfolio health and identify suitable investments. The launch of Prism shows our continued commitment to investing in technology to ensure the seamless delivery of our CIO content and investment capabilities with a best-in-class client experience.” 

 

Wei Mei Tan, HSBC Global & Asia Head of Advisory, Global Private Banking & Wealth:  HSBC Wei Mei Tan

Wei Mei Tan: “At HSBC, we advocate providing a portfolio-based advisory approach by leveraging our substantial investments in portfolio analytics and technology. With the introduction of Prism, the advisory client journey now delivers optimal goal and risk alignment with ongoing monitoring to assist clients in making the right decisions.” 

 

Stefan Lecher, HSBC Regional Head of Investments & Wealth Solutions, Asia Pacific:  HSBC Stefan Lecher

Stefan Lecher: “HSBC Prism Advisory is a primary example of how we are combining innovative digital platforms with Advisor-led expertise to construct investment portfolios that truly reflect our clients’ unique objectives. We provide a range of service levels allowing our clients to select what is most appropriate for their investment profile and specific servicing needs.” 

 

HSBC Leading Wealth Manager in Asia by 2025,  $6 billion Investment in Asia Shanghai Pudong City | Leading Financial Centre in Asia

The launch of Prism in Asia marks HSBC’s latest deployment of Aladdin Wealth technology since announcing a global deal with BlackRock to use the platform in 2019.  In Asia, HSBC Global Private Banking has invested over $200m over a four-year period to build and innovate its core banking and digital platforms to meet the fast-changing wealth and lifestyle needs of clients. 

HSBC has earmarked $6 billion to invest in Asia over 5 years (2021 to 2025), and aims to be the leading wealth manager in Asia by 2025, with Singapore commercial banking to achieve double-digit growth.  In 2022, HSBC has completed strategic acquisitions in including AXA Singapore, LTIM asset management in India, full ownership of China Life Insurance, and increased its stake in HSBC Qianhai Securities to 90%. 

 

About HSBC Global Private Banking 

As part of the HSBC Group, one of the world’s largest banking and financial services organisations, HSBC Private Banking seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. HSBC Private Banking is the marketing name for the private banking business conducted by the principal private banking subsidiaries of the HSBC Group. 

The Hongkong and Shanghai Banking Corporation Limited 

The Hongkong and Shanghai Banking Corporation Limited is the founding member of the HSBC Group. HSBC serves customers worldwide from offices in 63 countries and territories in its geographical regions: Europe, Asia, North America, Latin America, and Middle East and North Africa. With assets of US$2.992 trillion at 30 September 2022, HSBC is one of the largest banking and financial services organisations in the world. 

2021 Data Release
2020 List of Private Banks in Hong Kong
2020 List of Private Banks in Singapore
2020 Top 10 Largest Family Office
2020 Top 10 Largest Multi-Family Offices
2020 Report: Hong Kong Private Banks & Asset Mgmt - $4.49 Trillion
2020 Report: Singapore Asset Mgmt - $3.48 Trillion AUM

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