Hsbc
$1.7B reported client assets across 3 advisory firms in FY2025 annual amendments
Reported client assets over time
$495M
$792M
2020
2025
Same-firm comparison: 1 firms that reported Hsbc in both FY2024 and FY2025 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Impax Asset Management, Ltd. | $792M | $25.8B | 3.1% | 12/22/2025 |
| Western Asset Management Company Pte Ltd | $543M | $2.8B | 19.4% | 12/12/2025 |
| Ashoka Whiteoak Capital Pte. Ltd. | $346M | $5.4B | 6.4% | 06/27/2025 |
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.