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Wealth Portfolio Intelligence Service
A new proprietary tool designed to help you achieve your investment goals
What is Wealth Portfolio Intelligence Service?
Exclusively for Premier customers, HSBC Wealth Portfolio Intelligence Service is a Relationship Manager-guided journey that provides you with professional tools, with end-to-end financial planning and tracking capabilities, while allowing you to maintain control over the decisions you make with your unit trust investments.
Now you can also access this innovative tool via Wealth Dashboard on HSBC Online Banking, enabling you to keep track of your portfolio performance and simulate the impact of market scenarios on your portfolio in real time.
Start your journey
Click below to schedule a time for your Relationship Manager to reach out.
Contact me Contact me , leave your details for we can touch with you. This link will open in a new window（https://forms.hsbc.com.sg/en-sg/forms/contact-form-all-in-one/?WABFormEntryCommand=cmd_init&hidden_type=investments/wealth-portfolio-plus）
Open an Investment account Open an Investment account to learn more about account opening This link will open in a new window（https://hsbc.com.sg/originations/etb/iao/）
How does Wealth Portfolio Intelligence Service work?
With the enhanced risk and portfolio analytics to help you make informed investment decisions, construct your own globally diversified unit trust portfolio across multiple asset classes. As you build your portfolio, you can leverage the Reference Asset Allocation Mix which aligns with your risk tolerance to ensure that your portfolio is consistent with your investment preferences.
At all stages of your journey you'll have access to a range of innovative portfolio, risk and scenario analytics tools that will help you to capture potential growth while managing the risk of severe losses in highly volatile markets.
Wealth Portfolio Intelligence Service is now on our HSBC Singapore app
Wealth Portfolio Intelligence Service lets you construct your own globally diversified unit trust portfolio using enhanced risk and portfolio analytics tools. It helps you understand how your portfolio performs under different market conditions, so you can make informed investment decisions, all from your mobile device.
Key features
Portfolio construction
Construct your own diversified unit trust investment portfolio using our Reference Asset Allocation Mix portfolios.
Goal tracking
Set your financial goals and conduct a shortfall analysis to understand what steps you'll need to take to meet them. Periodically discuss your progress with your Relationship Manager and make adjustments to stay on track towards attaining your goals.
Analytics tools
Leverage our suite of analytical tools to gain a better understanding of your portfolio exposure and risk contribution. Perform a stress test to understand how your portfolio holds up under various market and hypothetical scenarios to help you manage the potential risks your portfolio might face.
Watch these videos to find out how you can access the portfolio analytics at your convenience.
Goal tracking
Download Transcript Download Transcript about Goal Tracking This link will open in a new window（https://www.hsbc.com.sg/content/dam/hsbc/sg/documents/wealth/go-tracking-video-transcript.pdf）
about Goal Tracking video
Risk and scenario analysis
Download Transcript Download Transcript about Risk and analysis This link will open in a new window（https://www.hsbc.com.sg/content/dam/hsbc/sg/documents/wealth/risk-and-analysis-vdeo-transcript.pdf）
about Risk and analysis video
What is the Reference Asset Allocation Mix?
We have constructed our Reference Asset Allocation Mix based on the below core asset classes:
Global Equities
Asia ex Japan Equities
Global Fixed Income
Asia ex Japan Fixed Income
The suggested allocation across these asset classes will vary depending on your risk profile.
Very Cautious
Cautious
Balanced
Adventurous
Speculative
This portfolio has been designed for those who prioritise capital preservation and are comfortable with lower potential returns in exchange for taking less risk.
The capital values in this portfolio are subject to fluctuation, however the level of fluctuation is expected to be lower than higher risk portfolios.
This portfolio has been designed for those who are generally comfortable with achieving a modest level of return while taking a limited amount of risk.
The capital values in this portfolio are subject to fluctuation which means you may get back less than you invested, although fluctuations are expected to be lower than higher risk portfolios.
This portfolio has been designed for those who are generally comfortable with achieving a moderate level of return and risk.
The capital values in this portfolio are subject to fluctuation which means they may fall below your original investment.
This portfolio has been designed for those who are comfortable with potentially higher return for taking more risk.
Due to the higher levels of risk, there could be significant fluctuation. It's therefore important to understand the risk/reward equation.
This portfolio has been designed for those looking to maximise the potential return on investment.
They'll also understand that this portfolio carries the highest risk and potential fluctuation.
Very Cautious
This portfolio has been designed for those who prioritise capital preservation and are comfortable with lower potential returns in exchange for taking less risk.
The capital values in this portfolio are subject to fluctuation, however the level of fluctuation is expected to be lower than higher risk portfolios.
Cautious
This portfolio has been designed for those who are generally comfortable with achieving a modest level of return while taking a limited amount of risk.
The capital values in this portfolio are subject to fluctuation which means you may get back less than you invested, although fluctuations are expected to be lower than higher risk portfolios.
Balanced
This portfolio has been designed for those who are generally comfortable with achieving a moderate level of return and risk.
The capital values in this portfolio are subject to fluctuation which means they may fall below your original investment.
Adventurous
This portfolio has been designed for those who are comfortable with potentially higher return for taking more risk.
Due to the higher levels of risk, there could be significant fluctuation. It's therefore important to understand the risk/reward equation.
Speculative
This portfolio has been designed for those looking to maximise the potential return on investment.
They'll also understand that this portfolio carries the highest risk and potential fluctuation.