Wealth Advisory

Private Advisory

Multi-currency portfolios.

Investing across currencies to match the shape of your life and your obligations.

What it is

Invested in your currencies.

A portfolio held entirely in one currency quietly takes a bet that the rest of your life is too. For those who earn, spend and hold obligations across several currencies, that bet rarely fits — and currency movements can overwhelm investment returns entirely.

We advise on building portfolios across the currencies that match the shape of your life and your obligations, so that the portfolio fits how you actually live rather than running against it.

How we advise

Matching your obligations

Investing in the currencies you actually spend and owe in.

Managing currency risk

Reducing the exposure a single-currency portfolio carries.

Aligned to your life

Shaping the portfolio to where you live and earn.

Considered, not incidental

Treating currency as a decision, not an accident.

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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