Bolster your investment portfolio
Are you looking for information on investing for beginners or are you building a sophisticated investment portfolio? This guide uses our hybrid and online wealth services and products to help you navigate all the steps in the process - from how to start investing through to rebalancing your portfolio.
5 steps to start your investment journey
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Understand key procedures such as opening an investment account before you start investing with HSBC.
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Consider options to help you create a balanced portfolio.
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Read the detailed guides on our product features and application options.
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Get expert insights from our portfolio analysis tool, or an overview of your holdings using our wealth dashboard.
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Use our platform to review how your investments are performing and what other customers like you have invested in.
Step 1: Prepare yourself before investing
Step 2: Decide on your portfolio asset mix
Step 3: Choose the right product
Step 4: Review your portfolio composition
Step 5: Track your performance and rebalance your holdings
Need more help?
Speak to your relationship managers
Contact your Relationship Director or Relationship Manager directly, or call us on:
- HSBC Premier Elite
Existing customers: (852) 2233 3033
New customers: (852) 2233 3377
- HSBC Premier
Existing customers: (852) 2233 3322
New customers: (852) 2233 3377
Is this guide helpful?
How can we do better to guide your investment journey with us?