Customer-led, future-focused: how HSBC and its global fund partners are building wealth solutions shaped by customers' voices
Briefly

Private investors in Hong Kong exhibit a cautious optimism about their financial future, with 68% of survey respondents expecting stable or improved wealth by year-end. A focus on risk management is evident, with 20% prioritizing it over growth, while only 9% foresee a financial decline. The affluent population is increasingly interested in innovative sectors such as AI and biotechnology. Understanding these evolving client needs is essential for developing resilient wealth strategies. HSBC's Fund Excellence Forum aims to enhance wealth solutions tailored to the long-term goals of Asian customers.
HSBC's Pulse Check survey showed that nearly 68% of local customers expect no change or improvement in their wealth position by year-end, despite global uncertainties.
20% of respondents are more focused on risk management than growth, while only 9% anticipate a decline in their financial situation for the rest of the year.
Affluent customers are showing cautious optimism, with heightened interest in AI, biotechnology, and health care innovation trends as part of their investment strategy.
HSBC’s launch of the Fund Excellence Forum signifies a dedication to prioritizing client centricity and reshaping wealth solutions that align with Asian customers' long-term goals.
Read at South China Morning Post
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