Ad-Hoc Portfolio Management Services


For clients with specific portfolio strategies outside the Core Portfolio Management Services, Integra Private Wealth offers ad-hoc Portfolio Management Services. Through this service clients can specify allocation splits, underlying investment preferences or geographical markets to which the portfolio should be exposed. Through its vast network of partners and professionals in different fields Integra Private Wealth provides solutions in terms of management that could include joint portfolio management on very specific requests where a unique portfolio management service is required. This may happen in the case of private equity solutions or investment in non-liquid listed securities in specific regions or countries. Further information about this service can be found in the related Information Sheet // [PDF].