Hsbc Global Asset Management (UK) Limited

RIASEC Registered
Total AUM
$260B
Discretionary
$260B
100% of AUM
Avg account
$885M
Accounts
294
Employees
399
Advisory reps
11

Firm details

Headquarters
London,
CRD number
154700
Registered since
October 12, 2010
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles82.84%
  • Banking / Thrift Institutions7.53%
  • Insurance Companies6.1%
  • State / Municipal Government2.32%
  • Pension & Profit Sharing Plans0.72%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Hsbc Global Asset Management (UK) Limited operates as an institutional registered investment adviser and capital allocator within the HSBC group structure. The firm serves primarily institutional clients, offering portfolio management across individuals/small businesses, pooled investment vehicles and institutions, and it also provides selection-of-other-advisers services. Fee arrangements vary by mandate and include assets-under-management fees, fixed fees and performance-based fees. The firm identifies as an active ESG investor and maintains relationships across traditional banking, trust, insurance and broker‑dealer channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Private Funds 14%, Investment Grade Corp Bonds 8%, Derivatives 6%, Cash & Cash Equivalents 2%, Sovereign Bonds 1%69%
  • Exchange Traded Equities69%
  • Private Funds14%
  • Investment Grade Corp Bonds8%
  • Derivatives6%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 6
  • Jonathan Curry

    Jonathan Curry

    Global Chief Investment OfficerCRD 6751914

  • Natasha Cork

    Natasha Cork

    Chief Risk and Compliance OfficerCRD 5882605

  • Martha Fee

    COOCRD 8045010

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Contacts

3 of 5
  • Matteo Pardi

    Matteo Pardi

    Managing DirectorCRD 6181631

  • Jonathan Beater

    Jonathan Beater

    Company SecretaryCRD 7340202

  • Bernice Cole

    Bernice Cole

    Managing AssociateCRD 7525386

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
8 Canada Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth