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Edward Loader

Managing Director

Specialism: Private Bankers & Investment Managers Investment Management

Company: Integritas Wealth Partners

Location: St Helier, Jersey

Citywealth rating

4.9375
Average: 4.9 (4 votes)
Fee Level:
4.75
Average: 4.8 (4 votes)
Quality of Advice
5
Average: 5 (4 votes)
Communications Skills
5
Average: 5 (4 votes)
Interpersonal Skills
5
Average: 5 (4 votes)
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Private client review:

I received sound advice from Edward, who came highly recommended to me. His knowledge and experience was evident immediately and I truly consider him my trusted advisor.

17 Jul 2019

Peer review:

I worked with Edward in a previous role at RBC Wealth Management. Throughout the time we worked together he set the highest levels of integrity, always ensuring that clients and the value they received were his priority, and his advice was always clear and pragmatic. I wouldn't hesitate to recommend Edward to friends and family.

04 Jul 2019

Private client review:

Ed’s variety of qualifications surprised me - very impressive!

04 Jul 2019

Private client review:

Ed has excellent people skills and has offered personalised investment advice to me and other clients.

14 May 2018

Private client review:

Edward is a highly knowledgeable and competent professional, providing excellent and personalised client service.

10 Apr 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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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.

2018 

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

Integritas Wealth Partners

Number of offices globally: 1-5

28 Halkett Place, St Helier, Jersey, JE2 4WG

T: 01534 708830

http://www.integritaswealth.je/

Private client review:

I received sound advice from Edward, who came highly recommended to me. His knowledge and experience was evident immediately and I truly consider him my trusted advisor.

17 Jul 2019

Peer review:

I worked with Edward in a previous role at RBC Wealth Management. Throughout the time we worked together he set the highest levels of integrity, always ensuring that clients and the value they received were his priority, and his advice was always clear and pragmatic. I wouldn't hesitate to recommend Edward to friends and family.

04 Jul 2019

Private client review:

Ed’s variety of qualifications surprised me - very impressive!

04 Jul 2019

Private client review:

Ed has excellent people skills and has offered personalised investment advice to me and other clients.

14 May 2018

Private client review:

Edward is a highly knowledgeable and competent professional, providing excellent and personalised client service.

10 Apr 2018

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Edward Loader currently has no reviews

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