Menu
Responding to your individual needs Our personalised approach means we get to know you and your hopes and concerns for your wealth. We don’t just look at your financial portfolio. We work with you to ensure you can generate an income that supports you and your family now and in retirement. We help you to pass on your wealth to future generations and fulfill other ambitions from personal legacies to philanthropy. We also adapt to your evolving needs – your priorities and the world around you may change and your investments need to reflect this. Investing your Wealth.
We offer industry-leading expertise in managing and investing your wealth. Your fully qualified Wealth and Investment Manager will act as your gateway to our award-winning portfolio management team, tailor-made investment products, and additional services from our third-party partners.
Our clients come from a variety of backgrounds and their investment goals can vary considerably. At Alfa Global Wealth, we understand that every one of our clients is different and we respond to your needs to help you preserve and grow your wealth.
Please bear in mind that all investment carries risk. Investments can fall in value and you may get back less than you invested.
Alfa Global Access helps you to control your investment portfolio with the right level of advice every step of the way. Whether you are an experienced investor or new to investing, we can give you the appropriate level of advice. Advisory investment service.
The advisory investment service helps you to construct and manage your own portfolio. This service could be suitable for you if you want to make your own decisions based on our investment advice. You have complete control of your portfolio and can feel confident that you understand the rationale and risks involved in any investments you make.
With the advisory investment service, you benefit from access to:
Investment advice tailored to your needs
Alerts to investment opportunities and updates on trends and themes
Some of the best product providers across the globe
Alfa Global Wealth’s global research capabilities and rigorous due diligence
Financial planning experts
We know that all our clients will have unique challenges they wish to address – from reducing the impact of tax on your investments; to ensuring your legacy for your family; to managing your income in retirement. We work in partnership with you to meet these challenges, taking the time to understand your personal ambitions and concerns.
We have a global network of investment experts who provide bespoke investment advice in response to your needs.
Alfa Global Wealth Advisory is a unique offering, giving you access to high-quality investment ideas tailored to your jurisdiction, your investment goals, and your personal attitude to risk.
Our holistic offering takes all aspects of your wealth into account. Each of our clients has access to the team of investment experts as well as the dedicated service of their own personal Wealth Manager. For those clients who wish to draw on this expertise while still retaining full control of their portfolios, we have created an advanced service level that opens the doors to the depths of our investment thinking.
We provide unparalleled market insights and targeted investment intelligence and ideas to help you meet your goals. We offer expertise in the asset class, currencies, and macroeconomic thought leadership. We use pioneering and cutting-edge technology to benefit our clients while always providing sound regulatory support.
We provide enhanced portfolio monitoring and risk mitigation advice. We also offer comprehensive investment reporting across asset classes, regions, and currencies.
With our restricted advice service, we take much of the research and thinking off your hands. We advise and make investment recommendations for you after we have assessed your needs. At the heart of this service is your Wealth and Investment Manager who provides ongoing guidance and takes into account your personal circumstances, objectives, and risk profile.
We offer advice on limited types of products which we offer from a limited number of companies. You may ask us for a list of the companies and products on which we offer advice. All investments can fall in value as well as rise, so you might not get back what you originally invested