Edward Loader

Edward Loader Email and Phone Number

Managing Director at Integritas Wealth Partners @ Integritas Wealth Partners
st helier, jersey
Edward Loader's Location
St. Helier, St. Helier, Jersey, Jersey
Edward Loader's Contact Details

Edward Loader personal email

Edward Loader phone numbers

About Edward Loader

A committed, experienced and client-focused Wealth Management professional advising families, individuals, businesses and trustees.Investment Adviser for High Net Worth Private Clients and Trust Portfolios. SEC Registered (Series 65). Level 7 CISI Masters in Wealth Management.Chartered Fellow of the CISI, sitting on the committee of the CISI Jersey Branch having recently served as the branch President. Qualified Trust and Estate Practitioner (TEP) following completion of the STEP International Diploma in Trust Management.Member of the Citywealth Leaders List http://www.leaderslist.co.uk/leaderslist/edward-loader

Edward Loader's Current Company Details
Integritas Wealth Partners

Integritas Wealth Partners

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Managing Director at Integritas Wealth Partners
st helier, jersey
Website:
integritaswealth.je
Employees:
7
Edward Loader Work Experience Details
  • Integritas Wealth Partners
    Managing Director
    Integritas Wealth Partners Mar 2017 - Present
    Jersey
    Wealth management and financial planning specialists serving individuals, families, trustees and businesses.
    View
  • Rbc
    Director, Discretionary Investment Management
    Rbc Jan 2010 - Mar 2017
    Jersey
    January 2010 - May 2013 - Associate, Discretionary Investment Management in LondonMay 2013 - May 2016 - Seconded to Jersey as Associate Director, Discretionary Investment ManagementMay 2016 - March 2017 - Promoted to Director, Discretionary Investment Management in Jersey
    View
  • Rbc
    Model Management Associate
    Rbc Apr 2008 - Jan 2010
    London
    View
  • Optima Financial
    Investment Administrator
    Optima Financial Jul 2007 - Apr 2008
    Sutton, United Kingdom
    View

Edward Loader Skills

Wealth Management Portfolio Management Investments Asset Allocation Equities Investment Management Fixed Income High Net Worth Individuals Financial Advisory Asset Management Private Banking Hedge Funds Investment Strategies Mutual Funds Corporate Finance

Edward Loader Education Details

Frequently Asked Questions about Edward Loader

What company does Edward Loader work for?

Edward Loader works for Integritas Wealth Partners

What is Edward Loader's role at the current company?

Edward Loader's current role is Managing Director at Integritas Wealth Partners.

What is Edward Loader's email address?

Edward Loader's email address is ed****@****ail.com

What is Edward Loader's direct phone number?

Edward Loader's direct phone number is +4477403*****

What schools did Edward Loader attend?

Edward Loader attended University Of Exeter.

What skills is Edward Loader known for?

Edward Loader has skills like Wealth Management, Portfolio Management, Investments, Asset Allocation, Equities, Investment Management, Fixed Income, High Net Worth Individuals, Financial Advisory, Asset Management, Private Banking, Hedge Funds.

Who are Edward Loader's colleagues?

Edward Loader's colleagues are Kymberly Longthorn, Edward Kane, Catherine Haywood, Paul Alker Apfs Fcsi Tep.

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