Integra Private Wealth

Integra Private Wealth is a boutique wealth management and fund management house on Tower Road in Sliema. It has been dedicated to bespoke investment solutions since 2009, when it began as Integradvisory Ltd, and it is licensed and regulated by the Malta Financial Services Authority to provide investment services. The firm combines institutional capabilities with a personal service, and its team brings an average of more than 20 years of experience across asset classes.

The firm works for high-net-worth individuals, family offices and institutions on the private client side, and for professional investors, asset managers and promoters on the fund side. It appears in our directory of financial advisors in Malta. This page sets out what each service means for a UK reader and how to begin. It is information about the firm's offering, not investment advice.

Independence and regulation

Integra is one of the largest and most established private investment service companies operating within an EU regulatory framework. It is independent of any single bank or product provider, and it selects from more than 15 international banking partners and brokers and more than 15 global fund managers. Clients can reach institutions such as Morgan Stanley, UBS and BlackRock through an Integra nominee account or an External Asset Management mandate.

The licence code is INTE, the company registration number is C46966, and the firm follows the MFSA Conduct of Business Rulebook and MiFID II. New clients go through an onboarding process and a MiFID II suitability assessment, after which the service is structured around risk appetite, currency preferences, time horizon and operational needs. Its top execution venues are published every year. For the bigger picture, see our overview of the Malta financial services sector.

Private client services

Three service models sit at the heart of the private client offering. Discretionary portfolio management gives the firm a full mandate within agreed guidelines. The advisory service means the team reviews your portfolio at least quarterly and issues written recommendations, and nothing is executed until you have approved it. The Reception and Transmission of Orders service is an execution-only option for experienced investors, supported by a network of more than 20 international brokers. External Asset Management lets you keep custody at your preferred bank while Integra manages the investments.

Assets can be held in an in-house nominee account or through an EAM agreement with banking partners in the EU, Switzerland and the USA. The firm can also coordinate consolidated reporting across several custodians, multi-currency treasury management and alternative investments through its own fund team. Its approach covers accumulation, preservation and succession planning, coordinated with fiduciary structures where needed. UK families who are moving to the island may want to read our Malta relocation guide and our Malta tax guide for UK nationals before speaking to any adviser.

Core portfolios, treasury and deposits

The Core Portfolio Management service runs on an absolute risk and return basis, with controlled volatility and a rolling five-year horizon. The strategies are Cautious Growth in euros, sterling and US dollars, Moderate Growth in the same three currencies, Aggressive Growth in euros and dollars, and Cautious Income in euros and sterling. They may use collective investment schemes, ETFs and direct securities, with hedging where appropriate. Monthly factsheets and a monthly investment report are available to download on the firm's site.

The Treasury Platform is a cash management service for idle or highly liquid money, available in euros, sterling and dollars, and it allocates across bank deposits, EU government bills and bonds and senior bonds of regulated EU institutions. It has a track record of more than 16 years. Fiduciary deposits are fixed-term placements from 7 days to 12 months with top-tier banks, in euros, dollars, sterling and Swiss francs. For an indicative quote, you give your currency, term and amount. All investments carry risk, so check the factsheets and take independent advice.

Fund management services

Integra runs a range of proprietary alternative funds for eligible professional investors, following strategies such as forex, momentum, long and short equity, precious metals and multi-asset alternatives. It is also authorised, within its licence conditions, to act as investment manager to Professional Investor Funds and Notified Professional Investor Funds for third-party promoters. The minimum mandate for third-party management is €5,000,000.

The Notified PIF framework was introduced by the MFSA in December 2023 for de minimis AIFMs and third-country managers who want an EU-domiciled fund, and registration is designed to take about 10 business days once the documents are submitted. Integra helps promoters from set-up through the life of the fund, coordinates valuation, accounting, tax advice and bank and brokerage accounts, and provides licensed investment committee members for self-managed funds. Companies planning a fund or holding structure may also want our guide to the Malta corporate tax structure or an adviser such as CLA Malta.

Resources, reporting and how the firm is organised

The firm's website has a resources section for core portfolios and for fund management. For each of the ten core strategies there is an information sheet that sets out the objectives and method, and a monthly factsheet that shows structural risk, historical cumulative performance, asset allocation and underlying fund returns. A monthly investment report from the asset management team adds commentary on global markets and major macroeconomic developments and how they affect positioning.

Fund documents, factsheets and memoranda for the in-house funds are available to eligible professional investors, who are assessed for eligibility and suitability before investing. Account opening forms and historical performance data are available on request, and clients have a client access area. The firm is structured around three pillars: the board of directors, portfolio managers and investment advisers, and operations and administration, which gives each client a direct line to senior decision makers and a dedicated relationship manager who monitors the portfolio.

Because the firm sits outside any banking group, its focus is on understanding each client's goals and then choosing the best combination of custodians and managers. That independence is the main reason clients from the UK and elsewhere look at a Maltese boutique rather than a bank-owned private banking arm.

Group companies and the team

Two separate companies sit within the wider group. iFund Solutions Ltd is a recognised fund administrator licensed by the MFSA that calculates net asset values and supports fund structures. Liberty Atlantic Advisors LLC provides EU-based wealth management for US expatriates, working with custodians that offer US-compliant custody.

The board is led by chief executive Alistair Muscat, with Daniela Pace Bonello as compliance director and Ivan Fsadni as non-executive director. Beneath them are portfolio managers, investment advisers and analysts, together with an operations and administration team. Accounting and tax support nearby can come from firms listed in the directory, such as Accurit Accountancy and A4 Services Limited.

Visiting Sliema and getting started

The office is at 228 Tower Road, in Sliema, a short journey from the capital described in our Valletta city guide. It is open Monday to Friday, 9am to 5pm. If you are travelling for the meeting, our Sliema hotels page shows places to stay nearby.

Before you write, it helps to think about the size and currency of the assets, whether you want discretionary management, advice or execution only, and whether you are an individual, a family office or a fund promoter. Fund promoters may also mention the strategy they have in mind and the type of fund structure they prefer. The firm's multidisciplinary team will then reach out to discuss your ambitions. To begin, use the VisitMalta.co.uk enquiry form on this page, saying whether you are interested in private client services or fund management, and we will pass your message to Integra Private Wealth.