Multi-management

Multi-management permits the selection of the best managers through a single investment fund, with the objective of reaching an above-average earning potential in a given category and a lower level of volatility.

The multi-management process is as follows:

Identify and select the best-performing fund managers,
Combine the selected funds in an optional manner so as to outperform the market, using a high level of diversification (asset classes, geographic areas, sectors, management styles, etc.)

The multi-management specialists’ approach is one of active management, by selecting the best fund managers from a broad spectrum and adapting themselves on a permanent basis constantly to changes in the global economic and financial environment.

Our asset management company, dedicated to the offering for our private clients:

a know-how of more than 17 years of experience combined with continuous search for innovative solutions for our clients,
use of leading software tools for the selection and monitoring of investment funds within a risk-controlled framework,
a multicultural team providing a global view for asset allocation:
- international profile (4 nationalities, 7 languages),
- one of the largest teams in Paris (7 mutual fund analysts).

Complementarities of expertise within the HSBC group:

alternative management activity (Halbis – SINOPIA),
traditional multi-management activity (HSBC Multimanager),
indirect alternative multi-management activity (HSBC Alternative Investments Limited),
the Group’s financial analysis and macroeconomic research network.

Multi-management by the asset management company

A wide range of funds and services adapted to global economic and financial developments, aimed at our private banking clients in France and abroad*.

A products offering organized around 4 ranges of fund

Profiled: traditional allocation
Specialized: management by theme and geographic area
Alternative: multi-strategy funds of hedge funds
Partners: funds under discretionary management

A range of advisory services for our wealthy clients

Fund recommendations
Creation of dedicated funds
Recommended list of investment funds and themes for the Investment Advisory Group (IAG)

Recognition of our multi-manager quality over the long term:
16 awards since 1991, including 6 first places (8 second and 2 third places).

* As part of the Actively Managed Portfolio (AMP) program, the asset management company is responsible for selecting funds for the Private Banking Group