Financial Services Authority (FSA ) regulated, License No SD003
Wealth Management

Grow and preserve your wealth

Partnership is how we work with clients: we take the time to listen to you and understand your goals.
We build investment solutions based on your needs, not on our products or solutions.
Our bankers walk besides clients as advisors: we make sure that you achieve your goals. We partner with you to protect, grow and optimise your wealth as well as preserve it for future generations.

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Wealth planning

Our wealth planning process

Everyone's personal circumstances and aspirations will evolve over time. That is why our first priority is to gain a thorough understanding of your current situation, goals, and future needs. Together with you, we then determine your wealth planning requirements and define a strategy to present the best options for wealth structuring and estate planning as well as international tax and legal services.

Portfolio

Managed Portfolio Strategies

Through a managed account, our clients can access our internally-managed portfolios. Each portfolio comes with a full description outlining the specific investment objective and approach utilized by the Portfolio Manager and the client monitors the portfolio via the client portal site.

Discretionary accounts

Mandates

Our mandates are built on your preferences, choose the preferred level of delegation and provision of investment expertise. We construct portfolios based on our clients’ personal circumstances, appetite for risk, goals and tax situation.
Our investment process is easy to understand. We believe in a long-term, holistic approach, where measuring, understanding and managing risk is of paramount importance. Our portfolio managers incorporate the investment specialists’ analysis and recommendations, together with our tax structuring team advice, into our clients’ specific portfolios. The fund management process, along with our ability to manage a client’s tax liabilities, enable us to offer above normal returns to the investor.

Tax effecient wealth management

Why Us?

Amalga Securities is a unique wealth management firm. It’s investment professionals have been employed by some of the largest wealth management firms in the world. They are able to use their skills learnt over many decades to offer investment product to individuals that are normally reserved for Investment Banks and Corporate or Parastatal investment and pension funds. This, together with the fact that the company has an advanced offshore services team, means that we can provide an individual with the ideal structure to protect them from unnecessary tax obligations with the utmost privacy.

Control Levels

Investment solutions at a glance


Advice Advanced
Dedicated advisor & bespoke strategy
Advice Premium
Personal advice & monitoring
Advice Basic
For independent investors

We create an entirely tailor-made investment strategy for you, based on which bespoke investment ideas are communicated. The results of our daily, personalised portfolio monitoring reach you in a fast manner so that you can instantly discuss implications with your relationship manager.

Your relationship manager is a partner who provides you with strategic and tactical investment opportunities and offers you advice based on one of the five investment strategies (Fixed Income, Income, Balanced, Growth or Capital Gain). Great emphasis is placed on daily portfolio monitoring which constitutes the basis for carefully selected investment recommendations and allows you to react rapidly to market events.

The Advice Basic service offering is ideal for experienced investors who require a low level of interaction with a relationship manager but will occasionally request advice on single financial instruments. You gain access to our manifold investment and research publications which you can utilise to create your own investment strategy.

Advice Advanced
Dedicated advisor & bespoke strategy

We create an entirely tailor-made investment strategy for you, based on which bespoke investment ideas are communicated. The results of our daily, personalised portfolio monitoring reach you in a fast manner so that you can instantly discuss implications with your relationship manager.

Advice Premium
Personal advice & monitoring

Your relationship manager is a partner who provides you with strategic and tactical investment opportunities and offers you advice based on one of the five investment strategies (Fixed Income, Income, Balanced, Growth or Capital Gain). Great emphasis is placed on daily portfolio monitoring which constitutes the basis for carefully selected investment recommendations and allows you to react rapidly to market events.

Advice Basic
For independent investors

The Advice Basic service offering is ideal for experienced investors who require a low level of interaction with a relationship manager but will occasionally request advice on single financial instruments. You gain access to our manifold investment and research publications which you can utilise to create your own investment strategy.


Risk Profile

Portfolio Solutions


Low Risk Portfolio (LRP)
USD 3-4% p.a. target return
Medium Risk Portfolio (MRP)
USD 4-12% p.a. target return
High Risk Portfolio (HRP)
USD 12%+ p.a. target return

LRP invests in A-AAA rated bonds and other fixed income products. It also invests in blue chip established firms, with generally a twenty plus year track record.

MRP invests in Investment grade bonds and corporate fixed income products, but it’s primary investments are in listed and pre-IPO equities. The focus is on a combination of growth blue chip shares and emerging market companies. The portfolio will also use relative trades i.e. long/short strategies and derivative trades to enhance returns.

HRP invests in all spectrums of the market, including strategies similar to the MRP. In addition, the portfolio will invest in Forex trading sub-funds and Crypto-currency funds. It will also use gearing and derivatives to increase returns to levels not achievable in standard risk adverse funds.

Low Risk Portfolio (LRP)
USD 3-4% p.a. target return

LRP invests in A-AAA rated bonds and other fixed income products. It also invests in blue chip established firms, with generally a twenty plus year track record.

Medium Risk Portfolio (MRP)
USD 4-12% p.a. target return

MRP invests in Investment grade bonds and corporate fixed income products, but it’s primary investments are in listed and pre-IPO equities. The focus is on a combination of growth blue chip shares and emerging market companies. The portfolio will also use relative trades i.e. long/short strategies and derivative trades to enhance returns.

High Risk Portfolio (HRP)
USD 12%+ p.a. target return

HRP invests in all spectrums of the market, including strategies similar to the MRP. In addition, the portfolio will invest in Forex trading sub-funds and Crypto-currency funds. It will also use gearing and derivatives to increase returns to levels not achievable in standard risk adverse funds.