Discretionary Management Service

HSBC's Discretionary Management Service is for clients who require comprehensive management of their investments that is tailored to individual objectives. HSBC's investment managers manage client portfolios on behalf of the clients with full discretion. An HSBC investment representative works closely with a client to establish key objectives for the client's investment portfolio. We then develop a comprehensive investment strategy that is tailored to each client's risk and return objectives. Only after the investment strategy is approved by the client, HSBC's investment managers carry out transactions on behalf of the client. The strategy is periodically reviewed, discussed and modified with the client as the financial needs and objectives may evolve over time.