21-07-2025
- Business
- South China Morning Post
Customer-led, future-focused: how HSBC and its global fund partners are building wealth solutions shaped by customers' voices
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In a sentiment Pulse Check survey conducted by HSBC in early July with over 1,000 local customers, nearly 68 per cent of respondents stated they expect no change to their wealth position or even an improvement by the end of the year.
At the same time, 20 per cent are more focused on risks than growth, and only 9 per cent expect their financial position to deteriorate over the remainder of the year.
The Pulse Check revealed how affluent customers are cautiously optimistic, with a growing interest in AI, machine learning, biotechnology and health care innovation trends. Diversification and risk management also top their list of priorities this year.
These findings point to the importance of having deeper understanding of customers' evolving needs in order to come up with more relevant and resilient wealth strategies that align with their long-term life goals.
Driven by a commitment to prioritise client centricity, HSBC has launched the Fund Excellence Forum programme, a collaboration with global fund house partners who share the goal of reimagining wealth solutions for Asian customers, with an inaugural event on July 15.
