Article list

Everything from HSBC

HSBC appoints Swami Nagarajan as Head of Securities Services, Australia and New Zealand

From HSBC

HSBC is pleased to announce the appointment of Swami Nagarajan as Head of Securities Services, Australia and New Zealand who joined 17 August. Swami will lead our Securities Services business

continue reading

19 Aug 2026

HSBC agrees to sell AUD36 billion Australian home and personal loan portfolio to Blackstone

From HSBC

HSBC Bank Australia Limited (“HSBC Australia”), an indirect subsidiary of HSBC Holdings plc (“HSBC” or “HSBC Group”), has entered an agreement to sell its portfolio of Australian home loans and

continue reading

03 Aug 2026

Australian attitudes to retirement shift as more people embrace mini retirements

From HSBC

Retirement, once understood as a single life event bookmarked at the end of a career, is being quietly replaced by a new rhythm: multi retirements. The Rise of Multi Retirements is

continue reading

26 Sep 2025

Financial advisers remain #1 source of information for Australian investors

From HSBC

HSBC’s fourth Investor Insights Survey[1] has shown that Australians are increasingly seeking investment information (2025: 92%, 2024: 85%) with financial advisers being the number one trusted source. Donahue D’Souza, Head of Investments

continue reading

15 Apr 2025

HSBC warns customers to be alert to investment scams

From HSBC

As scammers look at new ways to trick consumers into stealing their hard-earned cash, HSBC is warning customers to be extra vigilant when undertaking investments. According to the National Anti-Scam

continue reading

19 Nov 2024

Australians are ignoring the golden rules of investing

From HSBC

As cost-of-living pressures continue, Australians’ investing habits are shifting as they are diversifying less and more frequently seeking the familiarity of their home market, according to HSBC’s third Investor Insights Survey[1].

continue reading

16 Oct 2024

Australians overlooking value of mateship in era of uncertainty

From HSBC

Key Points 90% of Australians say we are living through an era of rapid change; over a third of Australians (34%) say uncertainty keeps them from living a full life

continue reading

23 Sep 2024

Q2 2024 Investment outlook: tapping into opportunities in stocks and bonds

From HSBC

HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work as the investment

continue reading

20 Mar 2024

HSBC Australia bolsters Global Trade and Receivables Finance leadership with key hires

From HSBC

HSBC Australia has announced a series of appointments to its Global Trade and Receivables Finance (GTRF) division. Natasha Coutinho has been appointed Country Head of Services for Global Trade and

continue reading

15 Dec 2023

HSBC strengthens sustainability efforts with key hire

From HSBC

HSBC has announced the appointment of Charis Martin-Ross as Head of Corporate Sustainability for Australia. Ms Martin-Ross brings more than 20 years’ experience to the role, working most recently as

continue reading

14 Mar 2023

Earn CPD Points

CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]