Discretionary and advisory mandates.

Managing portfolios on a discretionary basis, or advising while you retain the decision — as you prefer.

What it is

As involved as you wish.

Some prefer to delegate the running of a portfolio entirely; others wish to keep a hand on each decision. Neither is more sophisticated than the other — they are simply different relationships with one’s own wealth, and the right one is a matter of temperament and time as much as anything.

Through our partnership, the regulated manager offers both: discretionary management, where decisions are made for you within an agreed mandate, and advisory, where the recommendation comes to you and the decision stays yours. We help you choose, and stay alongside either way.

How we advise

Discretionary management

Decisions made for you within an agreed mandate.

Advisory mandates

Recommendations brought to you, with the decision yours.

Choosing the relationship

Matching the mandate to your temperament and time.

Oversight either way

Staying alongside the portfolio whichever you choose.

Important information

The basis on which we advise.

This page is general in nature and does not constitute financial, investment, tax or legal advice. Advice is given only under a formal engagement, on the basis of your specific circumstances.

ORA Black advises on and coordinates the planning, investment and protection of private wealth. It is not itself a licensed investment manager, financial adviser or insurer, and it does not hold client assets. Regulated investment management, financial advice and insurance services are provided by, or under the authorisation of, the relevant NEBA Private Clients entity through ORA Black’s partnership with NEBA. The value of investments can fall as well as rise, and past performance is not a guide to future returns.

A disciplined approach to private wealth.

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