Private Equity
Access private equity opportunities with our 35 years' experience
Who we are
The Vision Programme
Vision, our flagship annual private equity programme, harnesses the potential of a single vintage, institutional-style portfolio constructed from rigorously assessed, high-conviction opportunities across primary, secondary and co-investments.
What sets us apart
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Stringent selection A rigorous high conviction approach to strategy, manager selection and portfolio construction filters best in class opportunities Institutional access Vision invests alongside HSBC itself, benefitting from the bank’s vast scale and network to access opportunities beyond the reach of many Proven expertise HSBC Asset Management’s deep expertise supports sound investment decisions, with a track record that speaks for itself |
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“Our strong market network and the scale of our platform equips us with the ability to source and originate high-quality primary, secondary, and co-investment deal flow to provide a range of compelling investment opportunities for our clients globally.”
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What we do
A glimpse into the investments from previous vintages
Software
A leading analytics software company transforming the world of recruitment
Footware
A leading global footwear manufacturer
Healthcare
The world’s largest provider of locum physicians
Food and Beverages
Europe’s largest producer of ice cream
Leadership team
William Benjamin Head of Alternative Solutions |
James Wilkinson Head of Private Equity Fund Investments |
Kutty Dutta Head of Secondaries |
Patrick Sixsmith Head of Co-investments |
Contact us
Key Risks
Further information on the potential risks can be found in the Prospectus or Offering Memorandum.
Risk Considerations. There is no assurance that a portfoliowill achieve its investment objective or will work under all market conditions. The value of investments may go down as well as up and you may not get back the amount originally invested. Portfolios may be subject to certain additional risks, which should be considered carefully along with their investment objectives and fees.
- Illiquidity: An investment in the Fund is a long term illiquid investment. By their nature, the Fund’s investments will not generally be exchange traded. These investments will be illiquid.
- Long term horizon: Investors should expect to be locked-in for the full term of the investment.
- Economic conditions: The economic cycle and prevailing interest rates will impact the attractiveness of the underlying investments. Economic activity and sentiment also impacts the performance of underlying companies and will have a direct bearing on the ability of companies to keep up with interest and principal repayments.
- Loans to private companies: The Fund will invest in loans to medium sized privately owned companies. There are specific risks associated with lending to such companies, including that they may have limited financial resources, access to capital and higher funding costs. They may also be more vulnerable to market, key-man and other risks and their accounts are not typically published.
- Valuation: These investments may have no or a limited liquid market, and other investments including those in respect of loans and securities of private companies, may be based on estimates which cannot be marked to market until sale. The valuation of the underlying investments is therefore inherently opaque.
- Fund Risk: Investments into this Fund may, among other risks, be negatively affected by adverse regulatory developments or reform, credit risk and counterparty risk. The credit market bears idiosyncratic risks such as borrower fraud, borrower bankruptcy, prepayment risk, security enforceability risk, subordination risk and lender liability risk.
- Investor’s Capital At Risk: Investors may lose the entirety of invested capital.
Important Information
For Professional Clients only and should not be distributed to or relied upon by Retail Clients.
The presented fund is not authorized for public offering in Switzerland under Article 120 of the Federal Act on Collective Investment Schemes (CISA, KAG).
This material is exclusively intended for professional investors as defined in Article 4(3)(a-g) of the Swiss Financial Services Act (FinSA, FIDLEG).
This material is not intended for:
- Professional clients who are not institutional clients under Article 4(4) FinSA and who wish to opt-in for treatment as retail clients under Article 5(5) FinSA
- High-net-worth (HNW) retail clients and private investment structures created for them, who may declare themselves as professional investors (opting out)
Additional opting-in and opting-out options are available under FinSA. For further details, please refer to our website: https://www.assetmanagement.hsbc.ch/. If you wish to change your client categorization, please inform us.
Important Notice
When distributing this material solely to professional investors, the local business developer/client services team must include a copy of the Key Information Document (KID) and the Prospectus in the documentation. Please refer to the investor category overview for further details.HSBC Global Asset Management (Switzerland) AG having its registered office at Gartenstrasse 26, PO Box, CH-8002 Zurich has a licence as an asset manager of collective investment schemes and as a representative of foreign collective investment schemes. Disputes regarding legal claims between the Client and HSBC Global Asset Management (Switzerland) AG can be settled by an ombudsman in mediation proceedings. HSBC Global Asset Management (Switzerland) AG is affiliated to the ombudsman FINOS having its registered address at Talstrasse 20, 8001 Zurich.
Investments in financial instruments carry general risks. For further details, please refer to the Swiss Bankers Association (SBA) brochure: "Risks Involved in Trading Financial Instruments."