Bespoke wealth & investment strategies
Dedicated Personal Relationship Manager
Priority access to insights, private placements & more
Exclusive lifestyle privileges & perks
The space for the Elite
When managing finances, Elite members enjoy a wealth management experience that’s truly unmatched.
Qualifying balance of €1,000,000 1
1.50% cashback up to €75 per month 2
Priority Customer Support
40% discount on online stock trades 3
Personal Relationship Manager
Discount on Currency Exchange 4
Direct access to Wealth Management 6
Discount on ATM Fees 4
Exclusive events 8
High spending limits 6
Transfer your portfolio and receive cash bonus 5
- Your qualifying balance includes any cash and investment assets on your Moneybase account calculated on the Average Weighted Cost. Unrealised profit or loss is not included in the calculation to ensure that members are not constantly shifting between tiers due to daily fluctuations.
- Cashback paid weekly
- Coming soon. Discounts will apply to online accounts only for US Stock trades. Discretionary and advisory accounts are excluded.
- Coming soon. Discounts will apply to online accounts only. Discretionary and advisory accounts are excluded.
- Transfer your portfolio to us, receive up to 0.50% of portfolio value, and get a portion of your transfer fees refunded
- Limits adjustable through your Elite Relationship Manager or via priority support for high value purchases
- Elite members enjoy one-on-one meetings with Calamatta Cuschieri Wealth Management experts
- Invitations to exclusive events, including major sporting occasions such as Formula 1 and UEFA, as well as investment round tables with Calamatta Cuschieri’s Chief Investment Officer and other Elite members
Direct access
to a Personal Relationship Manager
Protection & security
Your wealth, always protected
Direct access
to our Wealth Management team
Frequently Asked Questions
Once you reach the qualifying balance you are automatically upgraded and gain instant access to Elite benefits. You can also transfer your portfolio to Moneybase to speed up eligibility and receive a 0.5% cash bonus of the value of securities transferred, with portion of the third-party transfer fees refunded.
Your qualifying balance is the total of the cash and investments in your Moneybase account, based on what you originally paid for your investments rather than their current market value. This means daily ups and downs in the market do not move you between tiers.
We regularly review eligibility. Temporary dips will not affect your status.
However, if your balance stays below the threshold for a longer period of more than 180 days, the benefits may revert to Premier. We will notify you if this happens.
Contact us via in-app live chat or call us at +356 25 688 688. As an Elite member, your personal relationship manager is available at any time to fast-track urgent requests and connect you with the right experts.
Your personal relationship manager is your first point of contact. They can assist you with anything you need across our organisation.
They do not provide you financial advice. For any regulated advisory they will connect you with our Wealth Management team or one of our licensed financial advisors and take care of appointment scheduling.