Private Client Services
Bespoke Wealth Management:
Your Wealth, Our Commitment
At Integra Private Wealth, we believe managing wealth begins with a deep understanding of your unique financial ambitions. Our private client service delivers a highly personalised approach to wealth management, designed specifically for high-net-worth individuals, family offices, and institutions seeking peace of mind and lasting value.
Following a thorough onboarding process and MiFID II suitability assessment, we structure our services around your specific risk appetite, currency preferences, time horizon, and operational needs. Clients have the flexibility to hold their assets through an in‑house Integra nominee account or via an External Asset Management (EAM) agreement with one of our trusted international banking partners across the EU, Switzerland, and the USA.
Core Portfolio Management Services
Our Core Portfolio Management services operate on an absolute risk-return basis, with controlled volatility and a focus on superior risk-adjusted performance over a rolling five-year horizon. We construct diversified portfolios across a broad range of asset classes and investment instruments, tailored to each client’s objectives and risk profile
Cautious Growth (EUR, GBP, USD)
Moderate Growth (EUR, GBP, USD)
Aggressive Growth (EUR, USD)
Cautious Income (EUR, GBP)
We may incorporate collective investment schemes, ETFs, direct securities, and other suitable instruments, supported where appropriate by hedging and risk-management techniques to maintain disciplined portfolio oversight. Offered via Nominee Service, External Asset Management (EAM), or on an Advisory or Discretionary basis.
Click the button below to delve into more detail on each strategy we offer:
Treasury Platform Service
Integra Private Wealth’s Treasury Platform Service is an advanced cash management solution designed to optimise returns on dormant or highly liquid funds. This service applies the sophisticated financial strategies typically utilised by institutional bank treasury departments, adapting them for the specific needs of private clients and family offices.
Available in Euro, Sterling, and US Dollar, the actively managed money market solution targets capital preservation and steady yield generation. The platform strategically allocates capital across secure, short-term instruments, including:
Cash deposits with reputable, local and international Tier-1 banks
Treasury bonds and bills issued by EU governments
Senior bonds issued by EU-domiciled, licensed, and regulated financial institutions.
With a proven track record spanning over 16 years, the Treasury Platform provides a highly secure, flexible, and efficient alternative to standard deposit accounts, ensuring your capital remains productive even during periods of market uncertainty.
Fiduciary Deposits
Preserve Capital, Optimise Returns - In an environment where liquidity and capital preservation are paramount, our fiduciary deposit service provides high-net-worth clients with secure, competitive-yield cash management solutions.
What We Offer:
Institutional-Grade Access: Direct placement with global top-tier banking partners (BBB+ and above)
Enhanced Yields: Competitive interest rates negotiated through our institutional relationships
Flexible Terms: Fixed-term deposits from 7 days to 12 months tailored to your liquidity needs
Multi-Currency Options: EUR, USD, GBP, and CHF deposits
Transparent Pricing: No hidden fees—clear yield expectations from day one
Ideal For:
Portfolio cash allocation awaiting redeployment
Capital preservation with predictable returns
Treasury management for family offices and institutions
Diversification across multiple custody relationships.
Our platform enables seamless execution while maintaining the segregated client account structure you expect from a regulated wealth manager. To obtain an indicative fiduciary deposit quote based on your preferred currency, term and amount, kindly reach out to us via email.
Advisory and RTO Services
For clients who prefer to retain ultimate control over their investment decisions, Integra provides a dedicated Advisory Service. Through this framework, our team conducts regular portfolio reviews (at least quarterly) and issues formal, written investment recommendations tailored to your defined risk profile and currency exposure. Integra only proceeds with execution once you have reviewed and explicitly approved the recommendations.
Additionally, for highly experienced clients who wish to independently direct their own investments, Integra offers a Reception and Transmission of Orders (RTO) service. Operating strictly on an execution-only basis, this service allows clients to purchase specific collective investment schemes or individual listed securities. Leveraging our established network of over 20 international brokers, we ensure seamless, best-execution pricing across a comprehensive range of global asset classes.
In strict adherence to the MFSA Conduct of Business Rulebook and MiFID II, Integra continuously monitors its execution quality and publishes its top execution venues annually to guarantee full transparency.