Top of main content
tent in mountains under northern lights

Manage your investments

Here’s how to manage your investments with HSBC

Keep your long-term goals in sight

It’s possible the value of your investments may have fallen in response to the coronavirus outbreak. Yet it’s normal for markets to react to fast-moving events in this way. Staying focused on your long-term plans can help you avoid making any rash decisions.

For HSBC's analysis of how coronavirus is affecting global markets, visit our Wealth Insights hub.

How to manage your investments

 

If you’re registered for our online fund platform, this guide will show you how to buy, sell and switch funds. Plus, set up regular investments.

 

If you have an online sharedealing account, find out how to buy and sell shares, and manage an InvestDirect ISA.

 

Read our guide to help you manage an HSBC Child Trust Fund.

 

Here’s how to manage your investments if they've recently moved to our Global Investment Centre.

 

Take a look at our brochure to help you manage your HSBC Onshore Investment Bond.

Frequently Asked Questions during Coronavirus

Explore more about investing with HSBC

 

Confused by investment jargon? Morningstar’s directory provides helpful definitions of key words and phrases.

 

Find out more about our execution policy and view data about the quality of our execution.

 

Here’s where you can find links to our fund managers’ value assessment reports.

 

If you’re considering taking out, or cashing in an investment, here's how we can support you while you’re making your financial decisions.

Our Engagement Policy

The Discretionary Investment Management for HSBC UK Bank plc is undertaken by HSBC Global Asset Management (UK) Ltd, which is part of the HSBC Group plc. For details of how HSBC Global Asset Management (UK) engages with investee companies as part of its investment, including voting records, please read its Engagement Policy.

It’s easy to get in touch online. Talk to us directly through our chat channels.