Hsbc Bank Plc
$81.2B reported client assets across 12 advisory firms in FY2022 annual amendments
Reported client assets over time
$15.2B
$88.7B
2017
2022
Same-firm comparison: 7 firms that reported Hsbc Bank Plc in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 3 cohort firms, FY2018: 4 cohort firms, FY2019: 5 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Hsbc Global Asset Management (Usa) Inc. | $20.6B | $136B | 15.1% | 03/31/2023 |
| Ninety One Uk Limited | $14.4B | $129B | 11.2% | 06/28/2022 |
| American Century Investment Management Inc | $13.6B | $215B | 6.3% | 03/21/2023 |
| M&G Investments (Usa) Inc. | $12.0B | $11.9B | 100.5% | 03/27/2023 |
| Invesco Asset Management Ltd. | $9.1B | $155B | 5.9% | 03/30/2023 |
| Harding Loevner Lp | $3.6B | $47.7B | 7.5% | 03/24/2023 |
| Parvus Asset Management Jersey Limited | $3.1B | $7.6B | 40.3% | 03/30/2023 |
| Numeric Investors Llc | $1.8B | $41.7B | 4.3% | 03/31/2023 |
| First Sentier Investors (Singapore) | $1.1B | $33.6B | 3.3% | 03/30/2023 |
| Blackrock (Singapore) Limited | $1.0B | $47.7B | 2.1% | 03/29/2023 |
| Hhlr Advisors, Ltd. | $546M | $45.9B | 1.2% | 03/31/2023 |
| Granahan Investment Management Llc | $385M | $3.3B | 11.6% | 03/31/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.