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HSBC Private Bank

Profile assumed

UK resident and domiciled (not critical factors here)

Seeking a growth strategy for ?excess? funds of $20m (dollar invested)

10 year + time horizon

No requirement for income to support lifestyle.

It is an interesting yet somewhat artificial exercise to construct investment strategies for a mythical investor with a spare $20m that he or she is not relying upon to fund lifestyle but which they want to tuck away and see grow. This is because no two investors are the same in terms of their attitude to risk and reward, time horizons, wish for active involvement, tax position or family circumstances.

HSBC Private Bank approaches a new opportunity with no preconceptions ? we ?assume nothing?.  We will look at both in-house and third party offerings in developing a solution that suits the individual.

?The fact is that one side thinks that the profits to be won outweigh the risks to be incurred and the other side would rather avoid danger than accept an immediate loss?. - Thucydides

In the bull market to the end of the 90s investors tended to be return driven, allocating to the best performing assets and perceiving low risks.