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HSBC HK. Wealth Management. Wealth Portfolio Intelligence Service. Take your personal wealth management journey to a whole new level with our Wealth Portfolio Intelligence Service, an all-in-one tool you can use to optimise your portfolio and understand relevant investment risks comprehensively.
Maximise your wealth potential with HSBC Hybrid Wealth Management. Take control of your finances by planning better and making informed investment decisions with HSBC Hybrid Wealth Management, a blend of human financial advice and technology-driven solutions.
Let us show you how, step by step, as you take charge of your retirement financial goals by thinking ahead, planning early and working out your budgets. Read our 7 key steps to retirement planning. Find out how much you need to save for retirement.
The Risk Profiling Questionnaire presents a number of different factors which assess your willingness to take on investment risk. Across the questions, you will be assigned a risk tolerance which matches your investment risk preferences, out of six different risk tolerance levels as defined below:
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.
您將會從六種不同的投資風險取向被評估得出一個投資風險取向。 六種不同的投資風險取向詳列如下: 不同產品類型的風險等級是我們根據個別價格波幅、發行商風險、合約到期日及質量因素，從而計算出來的定量評估 。 所分配的產品風險等級旨在根據您的風險取向，與您願意承擔的投資風險數量相匹配。 您可根據以下的列表考慮揀選風險級數與您投資風險取向相符的投資產品： 您在評估產品風險水平較本身投資風險取向為高的產品時，應加倍審慎，因該等產品可能不適合您。 即使產品的產品風險水平符合或低於您的投資風險取向，亦不一定適合。 投資風險取向風險承受能力以外的因素與合適性相關。 香港滙豐風險取向問卷取向展示多項風險因素，以助您評估願意承擔投資風險的程度.
3.3 Risk profile 8 3.4 Statement of investment policies of each Constituent Fund and other particulars 8 3.4.1 MPF Conservative Fund 8 3.4.2 Global Bond Fund 9 3.4.3 Guaranteed Fund 9 3.4.4 Age 65 Plus Fund 14 3.4.5 Core Accumulation Fund 15 3.4
