Private Client Services | Bespoke Wealth Management

Wealth Management for High-Net-Worth Individuals & Families

Why Integra? | Truly Independent

Unlike captive wealth managers tied to banks or offering solely proprietary products, Integra operates with complete independence. We select from our network of 15+ international banking partners/brokers and 15+ global fund managers—ensuring your portfolio reflects your objectives, not ours.

Service Models include:

  • Discretionary Portfolio Management: Full mandate within agreed investment guidelines

  • Advisory + RTO: Strategic advice with client-directed execution

  • External Asset Management (EAM): Retain custody at your preferred bank while we manage investments

Institutional Capabilities, Boutique Service

  • Extensive assets under management and administration enabling access to institutional relationships and rates

  • 20+ years average team experience across all asset classes

  • Direct access to senior decision-makers—no layers of hierarchy

  • Dedicated relationship management with proactive portfolio monitoring.

Sophisticated Network Access

Through established relationships with premier institutions, we provide:

  • Premium financial instruments typically reserved for institutional

  • Consolidated reporting across multiple custody

  • Multi-currency treasury management with competitive FX

  • Alternative investment opportunities via our in-house fund management expertise

Tailored to Your Life Stage

Whether you’re building wealth, protecting legacy, or planning succession:

  • Accumulation Phase: Growth-oriented strategies balanced with risk management

  • Preservation Phase: Capital protection with income generation

  • Succession Planning: Coordinated with fiduciary structures and next-generation wealth transfer

Regulatory Confidence
: EU regulated investment service firm since 2009, we combine a robust EU regulatory framework with the personal service and discretion of a boutique firm.