HSBC Investor Day Presentation Deck
2021 performance
UK Wealth increased during periods of lockdown as a result of a lack of
spending opportunities and low interest rate conditions for savings
UK Wealth revenue, £m¹
Reported Invested Assets, £bn²
372
1.
2.
2020
+5%
Wealth: Growth despite lockdowns, strong digital and sustainable ambitions with
focus on HNW opportunity
392
2021
2021 key achievements
୮
35
2020
+18%
41
2021
Launch of HSBC's first mobile Wealth journey, giving customers
the opportunity to purchase funds on their phones
Retirement Hub launched on the HSBC public website, providing
access to education and tools
Intro
Completed core delivery of Wealth Discretionary platform migration
and strategic de-risking of legacy infrastructure
CMB
2022 proposition development
B
WPB
Increase share of wallet from HSBC UK's customer base
p.
Enhanced discretionary
proposition
COO
HNW point of sale and
extended ongoing advice
Risk
◆ Capture opportunity across customer segments through:
Sophisticated investments via
mobile trading
- Expanding digital capabilities
Deliver best-in-class customer service and access through digital
◆ Drive customer acquisition via mobile wealth developments in
2022 and beyond:
Finance
Become the leading UK sustainable investment provider
Education and regular saver plans
Integrated savings and investments (Pots and Goals) journey
defaulting to sustainably
labelled investments by
2023
Total UK WPB Wealth revenue. Private Bank revenue includes investment revenue (from annuity fees, and brokerage and trading) and lending revenue
Invested assets comprise customer assets either managed by our Asset Management business or by external third-party investment managers, as well as self-directed investments by our customers
◆ Embed sustainable investments into investment journeys;
fulfilling sustainability preferences and investment goals, with the
aim of:
Core product journeys
Moving back book AUM in
core products into
sustainable investments by
2025
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