HSBC Private Bank

As we continue to highlight the benefits of diversification to navigate market uncertainties, there’s much to discover about another alternative asset class — private credit. In this new episode of our Zooming In series, Neha Sahni, Director and Global Market Strategist, discusses with Mathieu Forcioli, Global and Asia Pacific Regional Head of Alternatives, on factors driving the developments of private credit, including: • Private credit as a portfolio diversifier • The importance of manager selection • Private credit opportunities outside of the US Watch their full conversation to learn more about the characteristics and considerations when allocating to this asset class: https://grp.hsbc/60474hkq9 #PrivateCredit #Alternatives #AlternativeInvestment #Investment

We are pleased to announce the appointment of Benoit Douchin as our Chief Operating Officer, Global Private Banking for Asia Pacific, effective 21 July 2025. Benoit will play a leading role in steering the delivery of our business strategy, with a specific focus on our operational capabilities and efficiency, technology platforms and digital journeys. His experience and track record will ensure that processes, procedures and service delivery are aligned to further improve client experience. Find out more: https://grp.hsbc/60474ChgD #PrivateBanking #WealthManagement

The market swing in H1 2025 challenged investor confidence and their discipline to focus on long-term investment themes. Ahead of the upcoming earnings reporting season, what structural themes can investors look forward to? In our latest CIO Talk, our CIO North Asia Patrick Ho and CIO Southeast Asia & India James Cheo, CFA, CAIA, FRM take stock of investment opportunities available from Asia’s equities, fixed income and currency markets for global investors to build resilient and diversified portfolios. They also look into macroeconomic and sectoral developments in both developed and emerging markets. Watch this episode here. #Investment #InvestmentOutlook #ASEAN #India #Equities #Bonds

We are pleased to be recognised with 10 industry accolades in recent sustainable investment award programmes, celebrating the innovation and advancement of our sustainable investing client journey globally. Encompassing awards in strategy, global and market categories, these awards underscore our commitment to investing in ESG technology and sustainable investing capabilities. Our ESG programme enables our clients to better understand various ESG components in their portfolios as they adopt sustainable investments to reach their financial goals. Thank you to our clients and congratulations to all colleagues involved! Find out more about the award programmes: • The Digital Banker Global Sustainable Finance Awards: https://grp.hsbc/604544Cz7 • WealthBriefing Wealth for Good Awards: https://grp.hsbc/604644CzC #SFA25 #WealthBriefing #BankingAwards #SustainableInvesting #WealthManagement

The familiar topics of shifting trade policies and market volatility continue to surface in many of our client meetings. What strategic and tactical positions can investors consider to build resilient portfolios? Lina Lim, our Regional and Hong Kong Head of Discretionary and Funds, Asia Pacific, recently discussed the importance and approach to diversifying both assets and risks with Rupert Walker, Fund Selector Asia’s Regional Editor, Asia. She also touched on our fund manager selection focus and philosophy. Read their full discussion here: https://grp.hsbc/60494NGF3 #Investment #Funds #Diversification #WealthManagement

We were delighted to host Artfully Investing, a discussion exploring the intersection of art, wealth planning, and legacy building at the Berry Campbell Gallery in the Chelsea neighborhood of Manhattan, New York City. A panel of experts included co-founder of the Campbell Gallery Christine Berry, founder of GS Art Concierge Gabrielle Segal, and president and co-founder of Treadwell Ronald Fiamma. The panel discussed the evolving art market, collection strategy and critical planning issues for sophisticated collectors, and shared their insights to collectors, both new and experienced. We would like to thank our US Head of Wealth Planning and Advisory Carly Doshi who moderated the panel and our clients for attending. Read the full story here: https://grp.hsbc/60464IBou #ArtfullyInvesting #ArtCollection #ArtFinancing #Investment

We recently hosted a highly engaging Business in Action Day in the Innovation Showroom at our London HQ, where we welcomed Family Office guests from the dara5 community. HSBC experts from across the bank exchanged ideas on a wide range of topics. Simon Bumfrey, Head of Banking, HSBC Innovation Banking UK, and William Shoosmith, Quantum and AI Innovation Manager spoke about the intersection of innovation banking and private banking, and the application of AI and disruptive technologies. Scott Martin, HSBC's Head of Geopolitical Risk, Europe and Americas, also spoke about the political climate and the new world order. Global Private Banking experts were also on hand to provide their insights, with Russell Prior OBE and Olga Kucherenko sharing their approach and practical tips for creating single family offices. We would also like to thank Purvi Amin, Head of UHNW Solutions Group UK, for hosting the Innovation Exchange fireside chat with Susan Lin, a partner at Felix Capital, and Darryl Adie, the CEO of AKT London, where they discussed the increasingly prominent role that family offices are playing in shaping the future of the innovation economy. #FamilyOffices #NextGen #AI #BusinessInAction

We officially opened our very first Wealth Centre in the UK, on St James’s Street, London for our Premier and Private Banking clients, as we replicate the success of this model in Asia and other locations globally. Alongside our established private banking offices in Mayfair, the Wealth Centre is a prestigious, premium location for us to welcome our clients and open international corridors. The centre boasts panoramic views of iconic London landmarks, 12 meeting rooms (including one family room), a versatile events and networking space, a barista coffee bar, art produced by independent, locally connected artists displayed in meeting rooms, a privacy pod for confidential conversations, fully inclusive spaces, and state-of-the-art AV technology throughout. #PrivateBanking #WealthManagement

We are proud to be recognised by Spear's Magazine in their annual Wealth Management Indices, a guide of the leading wealth managers for the world’s wealthiest. Ten of our colleagues have been included as the best advisors across three categories: UHNW Wealth Managers, HNW Wealth Managers and Family Office Services. Congratulations to Charlie Hoffman, Robert Kalff, Jeremy Franks, Andra Lavinia I., Maria Elena Gatt Floridia, Andy Bodsworth, Nicholas Dudley-Hammatt, Nick Hender, Andrew Larsson and Henri Etchegoyen who all were included in their respective lists. By providing high-quality advice and expertise to our clients and their families, we can help them protect and grow their wealth across generations. #PrivateBanking #WealthManagement #FamilyOffice #FamilyGovernance

Marking the third anniversary of our onshore business in mainland China, we celebrated with the opening of a flagship wealth centre in Shenzhen this week. The new wealth centre provides a dedicated space for our clients to discuss their investment and wealth management needs. Its proximity to the Futian checkpoint offers greater convenience for clients frequently travelling between Shenzhen and Hong Kong in the Greater Bay Area. China’s Greater Bay Area is now home to more than 510,000 wealthy families holding assets of CNY10m (USD1.39m) or more, making it one of the world’s fastest-growing wealthy regions. This expansion not only strengthens our service coverage in the Greater Bay Area, but further reinforces our commitment to connecting our clients with the region’s thriving wealth opportunities and beyond. Watch this video, as Jackie Mau, Head of Global Private Banking, Mainland China, joined fellow officiating guests and clients at the grand opening. #PrivateBanking #WealthManagement #GBA #China