HSBC Bank Middle East has upgraded its investment platform and launched its Wealth Dashboard in the region to allow wealthy clients to view their entire investment portfolios through a consolidated platform online.
The new investment platform model has been provided by Pershing, a wholly-owned subsidiary of the Bank of New York Mellon, and is a no-fee programme that allows customers to access all their investments with HSBC through a single window.
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Earlier in May, HSBC launched the Wealth Dashboard in Singapore.
HSBC regional head of wealth development, retail banking and wealth management, MENA, Gifford Nakajima, said: "The platform will allow customers to expand their investment portfolios by accessing a broad range of products, including, mutual funds, bonds and structured notes. Additionally, they will be able to leverage HSBC’s global presence to access investment opportunities across the world."
With the launch of the Wealth Dashboard, customers can view all their accounts in one window, even if they have subscribed to funds from multiple providers. Moreover, itl also allows regular valuations of customers’ holdings.
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