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HSBC UK Private Banking adopts Addepar’s client reporting platform to enable offering holistic view of clients’ wealth through aggregated performance across their entire investment portfolio including investments held with other wealth managers

June 4, 2025 //  by Finnovate

HSBC UK Private Banking is the first major UK bank to adopt Addepar’ software platform designed specifically for wealth managers. The Addepar platform provides an enhanced client reporting experience, with complex aspects such as alternatives and account aggregation. Relationship managers and investment advisers can provide clients with bespoke, comprehensive performance data and insights on their investments with just a few clicks. Additionally, the platform can also aggregate performance for clients who hold investments with other wealth managers, meaning clients can see a full picture of their entire investment portfolio. Charles Boulton, Head of Private Banking, HSBC UK, said: “Addepar’s platform will mean that clients have the best possible insights at their fingertips to manage an increasingly complex financial landscape. Being able to present a client’s entire portfolio to them so they have a holistic view of their wealth across multiple currencies and multiple wealth managers will be a big step forward for us.” James Thomson, Head of Investment Counselling, HSBC UK Private Banking, said: Our new reporting capabilities will mean our investment advisors can deliver deeper insights and greater transparency to our clients in a more efficient way, meaning they can spend more time on what matters most: providing our clients with high quality advice supported by robust analytics.”

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Category: Essential Guidance

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