Portfolio Management

General

HSBC Securities SA employs well trained, experienced and properly licensed persons to act as your personal financial advisors or portfolio managers, utilising the resources of HSBC Group to provide you with a solution which meet your investment needs.

You may seek the advise of an experienced broker and retain control over the investment decision or you may agree you investment objectives with the asset management team and leave them to actively manage your portfolio.

Before investing in Financial instruments we will perform a suitability test to ensure that a particular recommendation is  in accordance with your investment objectives and attitude to risk.

You may register to our InvestDirect View online service, access your accounts and view among other things, your portfolio, your transactions, account balances etc.

ADVISORY

For investors who want to be involved in their own portfolios and value world-class service and professional advice. Our Advisory Portfolio Service is based on a relationship of trust and open dialogue between you and your dedicated investment advisor. Our role is an active one and you will benefit from our expertise. We will make recommendations based on our knowledge and your individual requirements and we will only act once you are in agreement with our recommendations or alternatively you have the option to give us instructions of your own.

Your portfolio will be closely monitored and reviewed and will have the full attention of your dedicated investment advisor.

Your advisor will utilise the local and global resources and support of the world largest financial institution. Through your advisor you will have a world of investment choices and access to virtually any major market around the globe.

Discretionary Portfolio Management

A philosophy that enables us to capitalize on opportunities as they emerge in fast moving markets.

Discretionary Portfolio Management are well suited to the clients who lack either the expertise and/or the time to manage their own portfolio and are wishing to delegate decision - making on investment matters to a team of dedicated professionals, properly licensed, taking full responsibility for all investments and administration of matters.

Our Discretionary Portfolio Management service provides you with the opportunity to form an actively managed portfolio, investing in equities traded in the Greek Market or any major International organized market throughout the world.

The Asset Management Department offers Discretionary Equity Portfolio Management, with investment decisions aiming at positive returns, which are nonetheless not guaranteed due to market fluctuations and volatility of stock prices.

Agree your investment objectives with your investment advisors or the portfolio manager and leave them to actively manage your investments. They will keep you up to date with regular reports.

Our Approach

We provide Discretionary EQUITY Portfolio Management. The service is offered to the client with Aggressive Investment Profile and High Tolerance to High Risk - High Return asset management model.

The portfolio structure consists of investments in financial instruments approved by our Investment Committee such as :

• Selected Greek equities
• Selected International equities
• Selected local or international Exchange Traded Funds (ETF's)  in various underlying products such as "sectors", "markets" "indices" "commodities".

The company's decision to offer Portfolio Management Services is based upon the knowledge and expertise of its employees, the HSBC Group's global insight, as well as on the reports and research produced by our Research Department, which has rated for years among the top Research Departments covering selected companies in the Greek equity market.
 
Our investment process is designed to add value to your portfolio through asset allocation, sector and security selection within acceptable risk tolerance levels.

The Department does not make use of leverage or margin products, in order to avoid the generation of potential liabilities or capital loss.

Your Account Officer and the Portfolio Manager will speak with you on a regular basis to review portfolio performance, changes to your objectives and circumstances and/or any other matter that may affect the management of your portfolio.

Active Portfolio Management

We believe significant value can be derived from an active asset allocation process taking advantage from market opportunities acting within the frame established by the Investment Committee.
The Portfolio Managers are responsible for the Investment decisions making process, which will be however based upon the directives of the Investment Committee.