Overview
The Investment Centre provides one-stop access to investment products, services and expertise. Whether you are selecting appropriate mutual funds, to professional financial guidance, the Investment Centre team can talk you through many investment options and assist you in choosing the solutions that are right for you and your family.
Whatever your goal... You may be:
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new to the workforce and interested in investing your first paycheque.
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saving for your first home.
- newly married and preparing for your family's future.
- planning for your children's future.
- approaching retirement and want to ensure your financial security and comfort.
Calculate your investment savings
We can help... We will:
- take the time to understand your financial situation and your short and long-term goals.
- talk you through the wide range of investment options available.
- support you in making informed choices that suit your particular requirements.
- offer guidance on money management, investment planning and retirement planning.
- refer you to other professionals within the Bank of Bermuda, for any specialised investment expertise such as wealth management and trust services.
Just a few of our many investment options:
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Investment Savings Plan – a structured, regular savings vehicle with the advantages of mutual fund investing.
- HSBC Managed Portfolios – created to suit a variety of risk profiles and investment styles.
HSBC Global Asset Management (Bermuda) Limited of 6 Front Street, Hamilton, Bermuda, is a wholly owned subsidiary of The Bank of Bermuda Limited, which is a member of the HSBC Group of companies. Both HSBC Global Asset Management (Bermuda) Limited and The Bank of Bermuda Limited are licensed to conduct investment business by the Bermuda Monetary Authority.
Funds managed by HSBC Global Asset Management (Bermuda) Limited are offered by Prospectus only in those jurisdictions where they are permitted by law. Persons are required to inform themselves and observe any relevant restrictions. HSBC Global Asset Management (Bermuda) Limited makes no representation as to the suitability of the funds for investors.
Investors should be aware that performance returns are affected by market fluctuations. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future performance. Investors should note that the use of derivatives and investments involving a currency other than their own will create foreign exchange exposure, which involves special risks. It is the aim of the Company to preserve capital and, where applicable, to maintain a stable net asset value per share; these aims are not guaranteed. Additionally, investors should consider their investment objectives, whether or not they can assume these risks and should undertake their own appropriate professional advice.
