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New wealth solutions firm launches

New wealth solutions firm launches

Thursday 05 October 2017

New wealth solutions firm launches

Thursday 05 October 2017


Two former directors from the investments department of RBC have launched Integritas Wealth Partners.

Edward Loader (pictured right) and Paul Clifford say they are excited about the prospects of offering a new and "progressive" service to clients.

Mr Loader is the current president of the Jersey branch of the Chartered Institute for Securities and Investments, a position Mr Clifford has also held in the past. 

Mr Loader commented: “Integritas Wealth Partners’ aim is to truly align our interests with our clients’, and develop meaningful long-term relationships based on trust and integrity. The term “Partners” refers to how we approach those relationships; by striving to understand what is important to them, their values and aspirations.”

Integritas has linked its business with St. James’s Place International, part of the St. James’s Place Wealth Management Group, and so has access to investment solutions through an exclusive arrangement in Jersey, which would normally only be available through members of the St. James’s Place Partnership. 

Mr Clifford said: “We believe the combination of offering global reaching and market leading solutions, with the required independence to tailor solutions using local expertise, provides the strength and flexibility required in this ever-changing industry.” 

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