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Specialism: Private Bankers & Investment Managers Investment Management
Company: Integritas Wealth Partners
Location: St Helier, Jersey
Edward is founder and Managing Director of Integritas Wealth Partners. Edward graduated from the University of Exeter with BSC (Hons) in Mathematics. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and a member of the Society of Trust and Estate Practitioners (STEP). Edward holds a variety of professional qualifications including the CISI Masters in Wealth Management and the STEP Diploma in International Trust Management.
Edward has over ten years of Wealth Management experience, working with private clients and intermediaries in developing investment and holistic wealth solutions. Before establishing Integritas Wealth Partners, Edward’s most recent role had been as Director in the investments department of RBC Wealth Management, moving to Jersey in 2013 from RBC’s London office.
Edward Loader currently has no Citywealth award
Average client size: Under £5 million
Edward Loader currently has not indicated if they have a fixed fee offering
Number of offices globally: 1-5
28 Halkett Place, St Helier, Jersey, JE2 4WG
T: 01534 708830
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Client work includes:
- Management of a family’s historical stock positions, pregnant with capital gains across different jurisdictions, meaning that the value on transfer was greater than the amount paid for it, transacting over time to create a diversified investment portfolio suitable for the clients’ requirements and risk profile
- Creating a portable investment solution for a UHNW individual planning to relocate in the future, with a portfolio receiving frequent additions of varying amounts, while avoiding complex structuring or aggressive tax avoidance techniques, and creating a portfolio with bespoke ethical guidelines and a philanthropic objective