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汇丰银行在英国推出智能投顾服务My Investment

传统金融的互联网化国际资讯

汇丰银行在英国推出智能投顾服务My Investment

近日,汇丰银行(英国)宣布进军智能投顾市场。

据悉,用户可以通过台式机、笔记本电脑、平板电脑或手机直接登录和使用这款名为“My Investment”的智能投顾产品。

该产品的最低投资金额为1000英镑,主要投资于全球股票、债券和房地产市场。

当然,用户要首先进行在线申请,并完成一个耗时25分钟的财务状况、投资经验和风险偏好分析。随后,My Investment就会为用户提供量身定制的财务意见和投资建议。

据悉,该服务已在2018年在汇丰银行的成百上千名用户中进行了测试。

汇丰银行英国财富和咨询业务负责人James Hewitson表示,My Investment将为287万客户创造财富管理的新切入点。

HSBC UK is wading in to the robo advice market, launching an advice service that will deliver tailor-made recommendations based on an individual’s unique financial circumstances and needs

HSBC UK customers with a minimum of £1,000 to invest are eligible to use the ‘My Investment’ service, simply by logging on via a desktop, laptop, tablet or mobile.

Customers will be asked a series of questions about their financial circumstances, investment experience and their risk appetite to create a personalised investment portfolio. Funds are invested in a wide range of asset types, such as shares, bonds and property in markets around the world.

The online application, which takes 25 minutes to complete, has been tested with hundreds of the bank's customers throughout 2018.

James Hewitson, head of wealth and advice, HSBC UK says My Investment will create a new entry point for wealth management to 2.87 million customers.

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