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Execution only services

If you’re an experienced investor, you may prefer to manage your portfolio yourself rather than leaving it in the hands of a third party. Our execution-only services are designed for investors who wish to do this while still benefiting from our global reach and market insights.

What is execution only investment management?

Unlike traditional portfolio management support structures, choosing to work with execution only brokers means you maintain full control of your investment decisions – rather than leaving it in the hands of a portfolio manager – while still gaining access to expert advice and services.

This means that you can play a more direct role in how your investments are deployed and what assets you choose to put your money into. But if required, you can turn to a team of experienced investment managers to seek their advice on how to proceed with a specific investment or finance opportunity.

What to expect with our execution only services

By choosing our execution-only broker services, you’ll have free rein to instruct your dedicated relationship manager to carry out trade instructions on your behalf.

Our execution only investment management platform is designed to give you the autonomy to act on your strategy while being supported by best-in-class execution and investment tools:

  • Autonomy: You can make your own financial decisions with no advisory input from HSBC
  • Efficient Execution: We can execute your trades across global markets as per your instructions
  • Insightful Resources: You’ll have access to expertly curated research, investment tools and market intelligence to support your decision-making process

With our execution-only services, all decisions – from asset selection to timing – are yours to make.

Download transcript Download the transcript of the video: Investment Outlook Q4 2025: Equity Strategy and Thematic Opportunities Open In New Window
Investment Outlook Q4 2025: Equity Strategy and Thematic Opportunities Watch the video: Investment Outlook Q4 2025: Equity Strategy and Thematic Opportunities
Discover our latest in-depth investment views and insights in our video with Global Chief Investment Officer, Willem Sels and Kevin-Lyne Smith, Global Head of Equities, HSBC Private Bank.

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Our execution only investment solutions

Our execution only brokers facilitate access to a wide selection of investment instruments across asset classes and regions, including:

  • Fixed income: Domestic, global and emerging markets.
  • Equities: Domestic, global and emerging markets.
  • Mutual funds: Proprietary and third-party.
  • Alternate investments: Hedge funds, private credit, etc.
  • Derivative solutions: Domestic, global and emerging.
  • Capital markets solutions
  • Derivatives and listed options
  • Structured investments
  • Foreign exchange
  • Precious metals

Resources to support your strategy

To support your execution-only broker experience, we’ll provide you with access to a broad suite of resources and market intelligence tools, including:

  • Research providing investment insights into the global and local economic and market dynamics affecting your decisions.
  • Exclusive commentary that gives you our view on asset classes and sectors in local markets around the world – designed to help you select investment opportunities.
  • A platform supporting the execution of a range of investments across global markets.

Market update

  • It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested
  • The investment is subject to normal market fluctuations and there can be no assurance that an investment will return its value or that appreciation will occur
  • Liquidity constraints where subscriptions and redemptions are not available daily, or where lockups apply, mean that investors are subject to market risk during interim pricing periods and may not be able to access funds on short notice
  • There is a greater risk associated with emerging markets. Liquidity may be less reliable and price volatility may be higher than that experienced in more developed economies. This may result in the fund suffering sudden and large falls in value
  • Funds with a single sector focus will typically be more volatile than funds which invest broadly across markets
  • Funds with a single country focus will typically be more volatile than funds which invest broadly across markets and geographies
  • Region-specific funds have a limited investment scope and are susceptible to a decline in the region in which they invest. Therefore, these funds may be more risky than those which invest more broadly across markets and geographies
  • Countries where political leadership is either unstable or where it exerts a very strong influence on markets and business practices may be subject to greater volatility. Political risk may include potential for currency controls which would disrupt efficient financial markets
  • Limited transparency is typically a feature of both hedge funds and funds of funds. Funds of funds rely on underlying managers’ allocations and holdings may be less transparent than in single manager long-only funds. Furthermore, hedge funds in particular may have highly tactical investments along with less frequent and less stringent reporting requirements which does not provide investors with a picture of holdings on any given day
  • Currency may have either a direct or indirect effect on individuals’ investments. Where the reference currency is different from the reporting currency, foreign exchange movements will directly impact the value of the holdings. Currency will indirectly impact the value of the underlying investments as foreign exchange movements strongly influence the market economy and the competitiveness of both domestic and international companies. Funds which try to hedge to a reference currency can mitigate the direct impact of currency movements but cannot completely isolate the indirect effects of foreign exchange movements
  • Where investment decisions are made by an individual or a very small team, the potential loss of any one individual represents a significant risk to the ongoing viability of the fund
  • Passive Index funds are designed to track the reference index before fees and expenses. However, these funds may deviate from the index depending on several factors including: how fully the fund replicates the index, if the makeup of the index changes and if dividends are not fully captured
  • Smaller Company Risk – Small companies may be less liquid than larger companies and therefore price movements in securities of smaller companies may be more volatile and involve greater risk
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