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Opening HSBC Bank deal flow and balance sheet to investors
A Partnership Approach
We provide institutional investors access to proprietary private assets. Our partnership with HSBC Bank enables scalable deployment to meet strategic and allocation priorities.
Understanding capital solutions
Capital Solutions facilitates access to:
Curated sourcing opportunities for scalable deployment in multi-year programs
Independent and arms-length governance framework
Access to HSBC Bank's proprietary deal flow in Europe
HSBC Bank retaining skin-in-the-game
We have identified scale opportunities in private asset classes where HSBC has a differentiated origination track record.
Senior loans secured by high quality, mature private equity portfolios, supporting both Fund Managers and Investors. NAV Financing addresses General Partner and Limited Partner financing needs.
What is NAV Finance?
Private credit asset class, providing senior loans collateralised by the value of mature Private Equity portfolios
Investment Grade underlying, validated by an external credit rating and benefiting from robust credit protection features
Senior floating rate credit instrument with shorter duration, downside protection and asset diversification
NAV finance provides flexibility to support growth and creates value across the borrower’s investment portfolio
Leadership
Borja Azpilicueta
Head of Capital Solutions
Esha Kumar
Managing Principal | Capital Solutions
Paul Henriot
Managing Principal | Capital Solutions
Paul Hawker
Co-portfolio Manager I RCF Partnership Strategy
Matteo Giani
Investment Director | NAV Partnership Strategy
Luca Comino
Co-portfolio Manager I RCF Partnership Strategy
Contact us
If you are considering investing in capital solutions or want to learn more about our investment strategies, please get in touch.
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Terms and conditions
This Site is intended for financial intermediaries in Hong Kong only.
The information herein is not intended for individuals and such individuals should not rely upon it.
Important information
The Funds invest in various investments, such as equities, bonds, money market instruments, collective investment schemes and alternative investments. Each fund has a different investment objective and risk profile.
The Funds may subject to the risks of investing in emerging markets and smaller companies; and may subject to the concentration risks when the investments are concentrated in one or a small number of markets or sectors.
The Funds may invest in non-investment grade bonds, unrated bonds, contingent convertible securities, mortgage backed securities, asset backed securities and urban investment bonds issued by PRC local government financing vehicles (LGFVs) which are subject to additional risks and volatility.
The Funds may have substantial investments in securities issued by a single sovereign issuer (including but not limited to issuer with a non-investment grade credit rating) and are subject to higher concentration risk, sovereign risk and credit risk.
The Funds may gain exposure to hedge fund, absolute return strategy, private equity, real estate sector and Real Estate Investment Trust (REIT) which are subject to additional risks and volatility.
The Funds may invest in onshore Chinese securities through various market access schemes and China A-shares Access Products. Such investments involve additional risks, including the risks associated with China's tax rules and practices.
When investing in Indian bonds, the Funds may need to comply with the licensing regulations in India and may subject to additional risks, including quota restrictions and tax risks.
The Funds may invest in other funds and need to bear the underlying funds' fees and expenses on top of the Funds' own fees and expenses.
The Funds may invest in financial derivative instruments for investment purpose which may lead to higher volatility to their net asset value.
The Funds may pay dividends out of capital or gross of expenses. Dividend is not guaranteed and may result in capital erosion and reduction in net asset value.
Because the Funds' base currency, investments and classes may be denominated in different currencies, investors may be affected adversely by exchange controls and exchange rate fluctuations. There is no guarantee that the currency hedging strategy applied to the relevant classes will achieve its desired result.
Investing in money market funds are not the same as placing funds on deposit with a bank or deposit taking company. The Funds which are money market funds have no obligation to redeem units at their offering value and such Funds are not subject to the supervision of the Hong Kong Monetary Authority. Investors may not recoup the original amount invested in the Funds.
The Funds' investments may involve substantial credit, currency, volatility, liquidity, interest rate, tax and political risks. Investors may suffer substantial loss of their investments in the Funds.
The Funds are NOT equivalent to time deposits. Investors should not invest in the Funds solely based on the information provided herein and should read the offering document of the Fund for details.
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