Private Client Services | Core Portfolio Management
Structured Strategies, Built Around Risk
Our core portfolio strategies are designed around different risk profiles and investment objectives, with a disciplined investment process focused on long-term consistency and controlled risk. Where appropriate, portfolios may incorporate collective investment schemes, ETFs, direct securities, and other suitable instruments, together with hedging and risk-management techniques to support disciplined portfolio oversight. These strategies can be implemented via Nominee Service, External Asset Management (EAM), or on an Advisory or Discretionary basis.
Explore our Cautious Growth, Moderate Growth, Aggressive Growth, and Cautious Income strategies in more detail below.
Core Investment Strategies
We offer ten tailored strategies categorised into growth and income models, each designed to meet specific volatility thresholds over a rolling five-year horizon. The following profiles outline these strategies, their available base currencies, and their specific performance targets:
Cautious Growth: Available in EUR, GBP, and USD, this strategy focuses on capital preservation with limited volatility, targeting annualised returns between +3% and +5% | read more
Moderate Growth: Offered in EUR, GBP, and USD, this profile aims for balanced capital appreciation with a performance target of +4% to +7% annualised returns | read more
Aggressive Growth: Designed for long-term capital growth, this strategy is available in EUR and USD, targeting higher annualised returns of +8% to +12% | read more
Cautious Income: Available in EUR and GBP, this strategy is designed to provide consistent distribution yields, targeting a specific yield over the respective 10-year benchmark government bonds | read more
NOTE: For portfolios exceeding €3M, Integra offers bespoke Ad-Hoc Portfolio Management | highly customised mandates tailored to specific investment parameters, executed via dedicated Nominee or EAM structures.
Understanding Our Risk Ratings
At Integra Private Wealth, every portfolio strategy is assigned a risk rating from 1 to 5 — from Secure at one end to Speculative at the other. This rating reflects the level of volatility, potential drawdown, and return expectation associated with each strategy, and forms a core part of how we match portfolios to client objectives and risk appetite.
Our four core strategies — Cautious Income, Cautious Growth, Moderate Growth, and Aggressive Growth — span risk ratings 2 to 4, covering the range most appropriate for long-term private wealth management.
Use the interactive tool below to explore each strategy. Select any card to see its risk rating, target return, maximum drawdown, and time horizon, or tap a rating on the scale to navigate directly.
Transparent Monthly Reporting
To maintain strict operational transparency, Integra Private Wealth provides comprehensive monthly factsheets and detailed information sheets for all ten core strategies. These reports detail structural risk, historical cumulative performance, and specific asset allocations across equities, fixed income, and alternatives. Clients can continuously monitor their underlying fund performance and statistical returns to ensure alignment with their overarching financial goals. To review these metrics in detail, please visit our dedicated resources section to download the latest factsheets and strategy overviews.
Disciplined Risk Management
Market risk is strictly controlled through a rigorous management system analysed and overseen by the in-house Integra Private Wealth team. Our Investment Committee meets regularly to review and select top-tier funds across various markets, ensuring that our portfolios deliberately avoid direct short-selling and speculative derivative use. Furthermore, any foreign exchange exposure is carefully managed using hedging techniques rather than speculative positioning.