Levenfeld Pearlstein’s trust & estates practice grows
Levenfeld Pearlstein is pleased to announce that its Trusts & Estates Group is growing with the addition of two new strategic hires.
3 November 2020
Integritas Wealth Partners have appointed Zena Whiteley as Client Relationship Director as part of their ongoing growth plans. Zena has over 30 years of experience in financial services in banking, wealth and investment management with prior long standing roles at Barclays and Smith and Williamson.
Edward Loader, Managing Director of Integritas, commented “Zena is the perfect new addition to our growing team. She is a dedicated and experienced professional who understands that our clients are the heart of our business.” Zena will be responsible for managing our growing support team and ensuring the high levels of client service are maintained and enhanced. “Zena’s appointment demonstrates our commitment to growing a quality team of client-focussed, high quality, experienced professionals.”
Of her appointment, Zena added “I am very excited to be appointed by Integritas as Client Relationship Director. I am joining a talented team who have a strong standard for a superior service and quality of advice. Integritas has a great business model that uniquely positions itself as having an exclusive arrangement with St James Place Wealth Management, a FTSE 100 business and the UK’s largest wealth management companies by assets under management, as well as working closely with a number of Jersey regulated Discretionary Investment Management firms either via investment platform, insurance wrapper or on a direct basis – enabling us to meet the requirements of a vast array of client objectives, providing a bespoke and tailored solution for individuals, families, businesses and trustees.”
Integritas Wealth Partners provides wealth and investment advice to individuals, families, businesses and trustees. To find out more information visit www.integritaswealth.je