Unlocking the Potential of Structured Investments: A Guided Journey
7th November 2023
Structured investments have long been perceived as complex financial instruments. While it's true that they can be intricate, the key to harnessing their potential lies in understanding them thoroughly, assessing risks comprehensively, and incorporating them judiciously into a well-balanced portfolio.
At Brigantia Private Wealth Management, we approach structured investments with a clear strategy that prioritises our clients' financial well-being.
At Brigantia Private Wealth Management, we approach structured investments with a clear strategy that prioritises our clients' financial well-being.
Structured Notes: A Spectrum of Complexity
In the marketplace, a variety of "structured notes" exists, each differing significantly in terms of complexity and risk. At Brigantia, when we do consider structured notes for our clients, we adhere to stringent criteria. We exclusively select investments with major international banks as issuers and ensure that the underlying investments within the note are well-suited to limit risk.
Structured notes offer unique advantages that can enhance the performance and stability of an investment portfolio. They can provide a fixed return, contingent on specific conditions being met. This feature serves to reduce volatility within a portfolio, offering a degree of predictability amidst market fluctuations. Furthermore, structured notes typically do not impose additional fees, contributing to a reduction in the overall ongoing costs of a portfolio.
In the marketplace, a variety of "structured notes" exists, each differing significantly in terms of complexity and risk. At Brigantia, when we do consider structured notes for our clients, we adhere to stringent criteria. We exclusively select investments with major international banks as issuers and ensure that the underlying investments within the note are well-suited to limit risk.
Structured notes offer unique advantages that can enhance the performance and stability of an investment portfolio. They can provide a fixed return, contingent on specific conditions being met. This feature serves to reduce volatility within a portfolio, offering a degree of predictability amidst market fluctuations. Furthermore, structured notes typically do not impose additional fees, contributing to a reduction in the overall ongoing costs of a portfolio.
Protecting Capital, Generating Income
Certain structured notes offer the benefit of exposure to specific indices while safeguarding the invested capital. This dual advantage allows investors to participate in market movements while maintaining the security of their principal investment. Additionally, structured notes can be a valuable tool for clients seeking a fixed income, providing a reliable stream of returns to meet their financial needs.
Fee Offset and Counterparty Risk
At Brigantia, we leverage structured notes to benefit our clients first and foremost. They typically pay a commission to Brigantia, and this commission can be utilised to offset any fees that would otherwise be charged for our advice. This innovative approach aligns our interests with our clients' financial goals, ensuring that our services remain cost-effective.
However, it's crucial to acknowledge one of the main risks associated with structured products: counterparty risk. This risk underscores the importance of selecting structured notes issued by major international banks with established credibility. Currently, examples of issuers of structured notes available in the market include renowned institutions like Morgan Stanley, BBVA, and Barclays.
In Conclusion: Structured Notes as a Financial Tool
In summary, structured notes are a valuable tool in our investment arsenal at Brigantia Private Wealth Management. When used strategically, they can effectively reduce portfolio volatility, minimise costs, and provide a degree of predictability in returns. Our commitment to thorough risk assessment and rigorous issuer selection ensures that our clients can harness the benefits of structured investments while safeguarding their financial well-being.
If you're interested in exploring structured investments or would like to learn more about how they can enhance your investment strategy, we invite you to get in touch with our expert team. Your financial journey deserves the advantage of informed decision-making, and we're here to guide you every step of the way.
Certain structured notes offer the benefit of exposure to specific indices while safeguarding the invested capital. This dual advantage allows investors to participate in market movements while maintaining the security of their principal investment. Additionally, structured notes can be a valuable tool for clients seeking a fixed income, providing a reliable stream of returns to meet their financial needs.
Fee Offset and Counterparty Risk
At Brigantia, we leverage structured notes to benefit our clients first and foremost. They typically pay a commission to Brigantia, and this commission can be utilised to offset any fees that would otherwise be charged for our advice. This innovative approach aligns our interests with our clients' financial goals, ensuring that our services remain cost-effective.
However, it's crucial to acknowledge one of the main risks associated with structured products: counterparty risk. This risk underscores the importance of selecting structured notes issued by major international banks with established credibility. Currently, examples of issuers of structured notes available in the market include renowned institutions like Morgan Stanley, BBVA, and Barclays.
In Conclusion: Structured Notes as a Financial Tool
In summary, structured notes are a valuable tool in our investment arsenal at Brigantia Private Wealth Management. When used strategically, they can effectively reduce portfolio volatility, minimise costs, and provide a degree of predictability in returns. Our commitment to thorough risk assessment and rigorous issuer selection ensures that our clients can harness the benefits of structured investments while safeguarding their financial well-being.
If you're interested in exploring structured investments or would like to learn more about how they can enhance your investment strategy, we invite you to get in touch with our expert team. Your financial journey deserves the advantage of informed decision-making, and we're here to guide you every step of the way.