Customer-led, future-focused: how HSBC and its global fund partners are building wealth solutions shaped by customers’ voices
Private investors in Hong Kong continue to see opportunities to grow their wealth but, in an uncertain global environment, a significant number are also focused on risk management.
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In a sentiment Pulse Check survey conducted by HSBC in early July with over 1,000 local customers, nearly 68 per cent of respondents stated they expect no change to their wealth position or even an improvement by the end of the year.
At the same time, 20 per cent are more focused on risks than growth, and only 9 per cent expect their financial position to deteriorate over the remainder of the year.
The Pulse Check revealed how affluent customers are cautiously optimistic, with a growing interest in AI, machine learning, biotechnology and health care innovation trends. Diversification and risk management also top their list of priorities this year.
These findings point to the importance of having deeper understanding of customers’ evolving needs in order to come up with more relevant and resilient wealth strategies that align with their long-term life goals.
Driven by a commitment to prioritise client centricity, HSBC has launched the Fund Excellence Forum programme, a collaboration with global fund house partners who share the goal of reimagining wealth solutions for Asian customers, with an inaugural event on July 15.
The closed-door dialogue brought together the top 100 HSBC Relationship Managers and leaders from Janus Henderson, CSOP and HSBC Asset Management Hong Kong. Between them, the Relationship Managers and the investment professionals worked together to translate real client insights into tailored strategies.
“The Fund Excellence Forum places customers at the heart of our partnerships,” said Maggie Ng, Head of Wealth and Personal Banking, HSBC Hong Kong.
“It allows our elite Relationship Managers to share with our top-tier global asset management partners regarding their perspectives on customers’ needs and key concerns amid market uncertainty.”
“HSBC is uniquely positioned to leverage our leadership as one of Hong Kong’s largest wealth managers – and the partnerships with leading global fund houses that come with that – to assist customers in achieving their financial aspirations,” Ng added.
The inaugural forum was not just an event, but a strategic move to proactively address evolving customer needs, which is especially relevant in a year of heightened volatility across financial markets.
Following the success of the pilot forum, HSBC intends to hold a series of this forum alongside more strategic partners in the future.
Hong Kong at the heart of Asian wealth growth
Bloomberg Intelligence forecasts that Hong Kong’s private wealth assets under management could nearly double to US$2.3 trillion by 2030, buoyed by growing local affluence and mainland Chinese investors seeking offshore diversification.1 In 2024, Hong Kong also ranked 10th globally in hosting the number of individuals with US$10 million or more of assets.2
“This groundbreaking dialogue between Relationship Managers, Investment Product Experts and our fund partners ensures that innovation is shaped by relevance to our customers’ situations here in Hong Kong,” said Sami Abouzahr, Global Head of Investments and Managed Solutions at HSBC.
Time to diversify
HSBC’s 160 years of history in Hong Kong and unmatched local insights mean it is uniquely positioned to bring the voices of customers in the city to global fund houses.
And the bank’s customers are making clear that their priorities are changing.
Nearly 90 per cent of the investors who responded to HSBC’s sentiment Pulse Check said they were optimistic about AI and machine learning as long-term investment themes. Sectors such as semiconductors, advanced computing and renewable energy were also attractive.
Half of the respondents identified retirement planning and portfolio diversification as their top priorities when it comes to asset allocation – a signal that investors are actively seeking to safeguard long-term financial security and reduce concentration risk.
The findings also revealed an increased focus on retirement planning as a key wealth management objective. This can be challenging when markets are volatile, as they are likely to remain during 2025.
“Listening closely to customers is more important than ever at a time like this,” said Ng of HSBC. “The Fund Excellence Forum is part of a broader effort to build the next generation of wealth solutions around the changing needs of customers.
“Working with our customers and our fund partners, we are determined not just to anticipate what’s next for wealth, but to shape it.”
Investment involves risk. This information is intended for persons in Hong Kong.
About HSBC Pulse Check
- https://www.bloomberg.com/professional/insights/markets/outlook-chinas-world-wealth-hub-hong-kong-could-surpass-switzerland/
- https://www.knightfrank.com.hk/blog/2025/03/05/knight-frank-launches-the-wealth-report-2025-19th-edition
The HSBC Pulse Check is an ad hoc survey aims to understand the investment attitude of HSBC customers in Hong Kong. An online survey was conducted between 10 and 13 July 2025 covered a sample of 1,017 respondents aged 18 and above, including 542 affluent individuals with liquid asset of HKD1 million or above.