Structured solutions.

Defined-outcome and structured investments where they genuinely improve the risk and return profile.

What it is

A defined outcome.

Structured investments can shape an outcome — defining a level of protection, a participation in a market, or a return under set conditions. Used well, they improve a portfolio’s risk and return profile; used carelessly, they add cost and complexity for little gain.

We advise on structured and defined-outcome solutions only where they genuinely improve the profile of the portfolio, with their terms and risks fully understood.

How we advise

Defined outcomes

Shaping protection, participation or return to set terms.

Improving the profile

Using structures only where they better the risk and return.

Understanding the terms

Making the conditions and risks fully clear before committing.

Used sparingly

Including them where they earn their place, not by default.

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.

Speak with a partner