Menu Log on Discretionary investment management Let HSBC Private Banking (C.I.) manage your day to day investment and administrative responsibilities Home Wealth Discretionary investment management Investment management While managing your investments is a top priority, it may require more time and attention than your busy expat schedule allows. HSBC's Core Multi-Asset Solution (CMS) offers a discretionary portfolio designed for investors who want peace of mind and the time to focus on other priorities. The CMS portfolios are available across 4 risk profiles, all of which are managed on these common principles: active asset allocation: the core driver of your portfolio’s performance returns is a set of asset allocation choices driven by HSBC Private Banking rigorous rebalancing: your portfolio will benefit from a disciplined process of rebalancing, intended to optimise long-term risk and returns risk management: central to the investment philosophy is putting controls in place so that any activity undertaken in your portfolio is within the defined risk parameters Check eligibility and apply How it works Your wealth manager will refer you to HSBC Private Banking (C.I.) a division of HSBC Bank plc, Guernsey Branch which is licensed by the Guernsey Financial Services Commission for Banking, Insurance and Investment Business. Once invested, you will be kept fully informed every step of the way. You'll receive regular statements which include market updates and trading commentaries. A discretionary approach to managing your wealth means HSBC Private Banking (C.I.) investment managers will aim to continuously optimise the portfolios in accordance with global market trends. Core multi-asset solutions Core multi-asset solutions (CMS) provides broad coverage of the risk spectrum through a mix of equity and fixed income, and seeks to deliver cost-effective exposure with a blend of exchange traded funds (ETFs), and low cost funds. Eligibility you must be an existing HSBC Expat customer and have a total relationship balance of £500,000 (or currency equivalent) you must be looking to invest a minimum of £250,000 (or currency equivalent) How to invest Make an appointment Set up an appointment with one of our Wealth Managers. Please note, your location may limit the range of information and services you can receive from us. We'll advise and make recommendations for you after we've assessed your needs. Request a call back Request a call back from one of our financial advisers This link will open in a new window New to HSBC Expat? You can apply once you have opened an HSBC Expat Bank Account with us. Open an account Open an account to find out more Remember, the value of investments is not guaranteed - you may not get back the amount you invested, and any income received from them can fall as well as rise. This could also result from changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any investments should be considered as medium to long-term holdings of least 5 years. You might be interested in Financial Planning Let our Wealth Managers help you towards making the most of your investments. Portfolio investment funds We make it simple to invest at your preferred level of risk, with a range of portfolios. Wealth insights Stay ahead of global trends and events with the latest investment insight and market updates. Wealth calculators Use our wealth calculators to help you set and achieve your financial goals. Back to top Connect with us Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation. Follow HSBC Expat on Facebook This link will open in a new window Follow HSBC Expat on Twitter This link will open in a new window Follow HSBC Expat on YouTube This link will open in a new window HSBC Group | © HSBC Bank plc 2017-2021. All rights reserved. This website is provided by HSBC Bank plc, Jersey branch. If you are outside of Jersey, we may not be authorised to offer or provide you with the products and services available through this website in the country or region you are located or resident in. Cross-border disclosure. Cookies on this website At HSBC we use cookies to help ensure that our website and services are able to function properly. These cookies are necessary and so are set automatically. We would also like to use some cookies to: make your visit more personal improve our website based on how you use it support our marketing These cookies are optional and you can choose which types you'd like to accept. To do this, select 'Manage cookie settings'. If you'd like to accept all optional cookies, select 'Accept all cookies'. To learn more about how we use cookies, visit our Cookie notice. Manage cookie settings Accept all cookies