Alfa Global Access
Our global reach
A personalised approach that gets to know you, your hopes and your concerns for your wealth — with the right level of advice at every step.
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 fulfil 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. 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. 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.
Advisory services
Control your portfolio, with advice at every step
Alfa Global Access helps you control your investment portfolio with the right level of advice. Whether you are an experienced investor or new to investing, the advisory investment service helps you construct and manage your own portfolio — you keep complete control and stay confident in the rationale and risks behind every investment you make.
- 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
Restricted advice services
We take the research and thinking off your hands
With our restricted advice service, we advise and make investment recommendations for you after assessing your needs. At the heart of this service is your Wealth and Investment Manager, who provides ongoing guidance and takes account of your personal circumstances, objectives and risk profile. We offer advice on limited types of products from a limited number of companies; you may ask us for a list. All investments can fall in value as well as rise, so you might not get back what you originally invested.
Ready to put a plan behind your money?
Book a no-obligation consultation. We will review where you are today and outline the next few moves.