Wealth Dashboard

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Wealth Dashboard

In today's fast-moving world, effective wealth management is key to achieving success. It's hard to keep up-to-date with daily market movements while analysing your holdings and forecasting gains, so we launched the HSBC Wealth Dashboard.

Wealth Dashboard is a simple to use tool that provides you with an overview of your holdings including bank accounts, investments and protection products.

Accessing Wealth Dashboard

You can access Wealth Dashboard via online banking. Once you have logged you can access Wealth Dashboard from 3 different locations:

1. Quick Links – icon named Wealth Dashboard

2. Services -> Manage your profile -> Wealth Dashboard

3. Click on any investment account (if applicable) and a Wealth Dashboard icon is displayed

Features and benefits of Wealth Dashboard

Provides an integrated online view of your portfolio with HSBC Bank Malta p.l.c. in one place.
Tracks the performance of your investments over time.
Available online – keeping you up to date when it is convenient to you.
Service is free of charge.

Wealth Dashboard consists of the following 4 pages:

My portfolio –> My accounts: Provides a single view of your accounts. There are 5 possible account categories; current accounts, savings / term deposit accounts, investment accounts, investment linked insurance, protection
My portfolio –> My holdings: Provides a single view of your holdings. There are 3 possible product categories; Investments, Cash / Deposits, Insurance
Analyse and compare –> Asset allocation: Shows a view of your holdings, with the possibility to sort and view by asset class* allocation.
Analyse and compare –> Product type: Shows a view of your holdings, with the possibility to sort and view by product type.

*An asset class is a grouping of investments that exhibit similar characteristics and are subject to the same laws and regulations.

Accounts viewed on Wealth Dashboard

You can view your current accounts, savings accounts, term deposit accounts, investment funds, investment linked insurance products (unit-linked and with-profits policies) and protection products.

Your Wealth Dashboard does not display mortgages, any loans, credit cards or home loans block insurance.

Information and data viewed under the Asset Allocation page

The Asset Allocation view shows the analysis of your portfolio’s exposure across the various asset classes: Equities, Fixed Income, Alternatives, Cash and Others. Should you hold any with-profits products, the asset allocation class of such products will be labelled as ‘EURO’.

Frequently Asked Questions

The unrealised gain/loss value is the difference between the current market value of your investments and their book cost. Where your investments have increased in value since they were bought, the gain/loss figure gives an indication of this growth (marked in green text). If your investments have reduced in value over time the gain/loss figures gives an indication of this loss (marked in red text). The gain/loss displayed is a nominal figure, as any gain or loss is only determined when the investment is actually sold.

The Unrealised Gain/Loss is only available for the investment funds.

The book cost represents the cost of the investment when it was purchased. Where there are multiple purchases, the book cost is the sum of the cost of these purchases. When there is a sale, the book cost of the total holding is reduced by the number of units sold multiplied by the average price paid for all of the units originally purchased. Please note, the actual price of the units (when sold) does not affect the book cost, only the price paid.

The book cost is only available for the investment funds.

Products under Investment Linked Insurance and Protection which have ‘(with Rider)’ next to the product name mean that you hold additional benefit/s (Term, Accidental Death, Permanent Total Disability, Critical Illness, Waiver of Premium) attached to the product. Rider/s is/are not available for viewing on Wealth Dashboard.

Wealth Dashboard is a tracking and review service only, and is not designed as a tool for the sale or purchase of investments.

Where can I get financial planning advice?

Book an appointment Click to request an appointment This link will open in a new window

Contact us

In branch

Find a branch Click to find a branch

By phone

Call us on +356 2380 2380.

Lines are open from 8am to 8pm excluding Sundays and Public Holidays.

Accessing Wealth Dashboard

Features and benefits of Wealth Dashboard

Accounts viewed on Wealth Dashboard

Information and data viewed under the Asset Allocation page

Frequently Asked Questions

What does unrealised gain/loss on ‘My accounts’ and ‘My holdings’ pages mean and is it available for all accounts?

What does book cost on ‘My accounts’ page mean, how is it calculated and is it available for all accounts?

I have product/s under the Investment Linked Insurance and/or Protection with ‘(with Rider)’ next to the product name, what does this mean?

Can I view transactions?

Can I buy or sell my investments using Wealth Dashboard?

Where can I get financial planning advice?

Contact us

In branch

By phone

Watch video to learn more about Wealth Dashboard

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