HSBC Holdings PLC · LSE:HSBA
HSBC — Investor Day (May 2011)
14 slides from HSBC's investor day presentation, May 11, 2011
Slide 1: HSBC Holdings plc Investor Day
Abc 11 May 2011 HSBC HOLDINGS PLC INVESTOR DAY The presentation given today by Chris Meares, Chief Executive Global Private Banking, is attached and will be available to view at www.hsbc.com. ends/all Registered Office and Group Head Office: This news release is issued by 8 Canada Square, London E14
Slide 2: Global Private Banking Investor Day
11 May 2011 Global Private Banking Investor Day Chris Meares Chief Executive Global Private Banking
Slide 3: Forward-looking statements
Forward-looking statements This presentation and subsequent discussion may contain certain forward-looking statements with respect to the financial condition, results of operations and business of the Group. These forward- looking statements represent the Group’s expectations or beliefs concerning f
Slide 4: What matters in Private Banking
HSBC position and competitive advantages What matters in Private Banking What matters in Private Banking HSBC Competitive Advantages Strong Private Banking units in key wealth management centres (Hong Kong, Established footprint in Singapore, London, Switzerland, Monaco, New York and Miami) I larg
Slide 5: Fastest wealth creation in Faster Growing Markets, led by Asia
HSBC position and competitive advantages Fastest wealth creation in Faster Growing Markets, led by I Asia Asia to be the largest wealth market by 2013 Strong Faster Growing Markets franchise Global HNWIs wealth by region, USDtn CAGR % 48.1 08-13 Over 50% of GPB’s client assets from Faster Growing
Slide 6: Massive inter-generational transfer of wealth set to take place
HSBC position and competitive advantages II Massive inter-generational transfer of wealth set to take place Vast majority of the world’s wealthiest individuals at Strong trust and estate planning capabilities succession planning age # of billionaires GPB has one of the world’s largest private clie
Slide 7: Evolving regulatory environment with margins under pressure
HSBC position and competitive advantages III Evolving regulatory environment with margins under pressure Regulatory developments Meeting the challenges Focus on capital and liquidity strength Strong capital and liquidity position Sales suitability Upgrading systems and operating models to me
Slide 8: Strategic direction and actions overview
Strategic direction and actions Strategic direction and actions overview Global Private Banking serves high-net worth customers with complex and international needs Grow domestic and Invest in platform Leverage intra- Grow annuity 1 Faster Growing 2 3 4 while controlling group strengths revenues Mar
Slide 9: Successfully leveraging intra-group connectivity
Strategic direction and actions 2 Successfully leveraging intra-group connectivity Two-way partnerships with other Customer Groups for increased shareholder value GPB Inward referrals USD26bn Net New Money since 2007 Family Office Partnership – currently 80 top-tier billionaire clients with se
Slide 10: Growing annuity revenues with innovative solutions
Strategic direction and actions 3 Growing annuity revenues with innovative solutions Examples of global footprint delivering client solutions Investments in clean energy Specialist FX and Faster Growing Markets advisory MENA clients co-invested in US clean energy venture Using Faster Growing Mar
Slide 11: Global Private Banking Key take-aways
Key take-aways Global Private Banking Competitive Advantages Footprint in largest and fastest growing wealth markets Strong brand and efficient platform delivering complex range of services Resilient and sustainable business model Target RoRWA 4.2%- 4.8% Strategic Actions Grow domestic and Faster Gr
Slide 12: Basis of preparation (1/2)
Basis of preparation (1/2) Actuals Actual numbers presented are on a reported basis and include the effect of movements in the fair value of HSBC’s own debt related to credit spreads AMG The Global Asset Management business formed part of GBM in 2010, but has been included in RBWM for the RoRWA targ
Slide 13: Basis of preparation (2/2)
Basis of preparation (2/2) RoE Return on equity (‘RoE’) is profit attributable to ordinary shareholders of the parent company divided by average ordinary shareholders’ equity RoRWA The metric, return on risk weighted assets (‘RoRWA’), is the profit before tax divided by average RWAs. The RWAs have b
Slide 14: Acronyms and definitions
Acronyms and definitions A/D ratio Ratio of customer advances to customer deposits ETF Exchange traded funds NYSE New York Stock Exchange Advance HSBC Advance, a global banking proposition for the EU European Union OCC Office of the Comptroller of Currency mass-affluent segment of customers AFS Avai