Investor Presentaiton
Opening up a world of opportunity
Our Strategy
Asia
Wealth
Digital Business
Services
Financials
Our wealth ambition
Enabled by significant >$3.5bn growth investment, including in technology and hiring >5,0005³ client facing wealth planners
over the next 3-5 years
Premier
Jade
$780bn wealth balances 54
HSBC
Insurance
$776m VNB
Create a more seamless client continuum extending bespoke wealth
products to Jade clients
Improve customer engagement with mobile-first hybrid digital-RM journeys
◆ Grow Jade franchise in high growth markets, particularly mainland China and
Singapore
Scale digitally enabled health and wellness platforms (Well + launched in HK)
Expand professional wealth planner platform in mainland China
◆ Remote advice and digital fulfillment models
HSBC
Private Banking
$394bn client assets
Scale the business with strategic core platforms and enhance client experience
◆ Expand UHNW client relationships with dedicated coverage, bespoke
products and seamless cross-border accounts
◆ Build out presence in mainland China, deepen leading proposition in HK and
grow Singapore as a key hub
HSBC
Asset Management
$602bn AUM55
◆ Pivoting towards high conviction products (Alternatives, ESG, thematic Fixed
income and Active Equities)
◆ Expand footprint in emerging Asia (India, Malaysia) and deliver solutions to
wealth channels in core markets (mainland China, HK, Singapore)
Ambition
Note: numbers as at FY20; VNB: Value of New Business
➤ Grow Asian wealth AUM faster than the market56
Grow wealth revenues at >10% CAGR56
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