HSBC UK Private Banking is the first major UK bank to adopt Addepar's leading software platform designed specifically for wealth managers. This follows adoption in the US Private Bank, with rollout in the Channel Islands and Luxembourg to come later this year. 

HSBC UK Private Banking serves domestic and international ultra and high net worth clients, as well as family offices. As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.

The Addepar platform provides an enhanced client reporting experience, with complex aspects such as alternatives and account aggregation. Relationship managers and investment advisers can provide clients with bespoke, comprehensive performance data and insights on their investments with just a few clicks.

Additionally, the platform can also aggregate performance for clients who hold investments with other wealth managers, meaning clients can see a full picture of their entire investment portfolio.