Assets Under Management
$3.2B
Number of Clients
12,180
Number of Advisors
339
Average Client AUM
$265K
AUM per Advisor
$9.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
HSBC Securities offers discretionary and advisory services through the Prism Program, providing clients with mutual funds, ETFs, SMA, and UMA models. The program includes asset allocation advice, risk profiling, professional asset management, trading, custody, and ongoing monitoring. It's designed for private banking clients seeking investment guidance and professional portfolio management.
66 Husdson Boulevard East, New York, NY, 10001