Daniela is the Compliance Officer, Money Laundering Reporting Officer and Company Secretary at Integra Private Wealth. She has a number of years of experience filling various roles with firms providing private wealth solutions, including investment advice, tax advice, trusts and pensions. Daniela obtained her Masters in Law with specialisation in Financial Services Law from the University of London. She has also attained the Certificate for Financial Advisors as well as qualifications in investment compliance. Daniela speaks fluent English and Maltese.
Bartosz manages the back office division within Integra Private Wealth. He is also responsible for the implementation and execution of the company’s IT policies. Prior to joining Integra Private Wealth, Bartosz was a Sales and Relationship Manager with an international FX and CDFs brokerage. Bartosz holds a Bachelor’s Degree in Marketing from the Wałbrzych Higher School of Management and Entrepreneurship and studied Company Management at the Wrocław University of Economics. He also qualified in a number of investment related courses at Institute of Investment Analysis Malta. Bartosz speaks fluent English and Polish.
Marilena is responsible for client relationship management and investment analysis. Marilena brings to the company vast experience in banking and finance, having successfully fulfilled various roles over a 15 year tenure with HSBC Bank and Banif Bank and gained significant experience in client relationship management and administration. Marilena speaks fluent Maltese, English and Italian.
Odette is responsible for administration of both Direct Mandate clients as well as Third Party Asset Management clients. Odette joined Integra Private Wealth following an 11 year role as investment administrator with an international investment company based in Malta, where she gained significant experience in the fields of investment administration, client relationship management and overall office administration. Odette speaks fluent Maltese, English and Italian.
Maria works in the Risk and Compliance Division within Integra Private Wealth. She joined Integra Private Wealth following previous experiences with Banif Bank (Malta) Plc where she acting as a Relationship Officer as well as the Government of Malta performing the role of Economic Officer within the Ministry of Finance. Maria holds a B.Commerce (Hons) in Banking and Finance from the University of Malta. As part of her qualifications Maria conducted extensive research relating to bank Credit Risk. Maria speaks fluent Maltese and English.
Kate Richman acts as Administration Executive at Integra Private Wealth. Kate joined Integra Private Wealth following a role in Private Wealth administration. She has occupied roles in administration, insurance, events organising in UK, Italy and Malta. Kate holds a Bachelor’s Degree in Social Sciences and has won an international scholarship from Cescot Veneto C.F. to study organising congresses and events in Italy, which she completed successfully. Kate speaks fluently English, Italian and Bulgarian.
Louisanne Grech act as Administration Executive at Integra Private Wealth. Louisanne has occupied roles in debt collection, ICT, real estate and hospitality both in Malta and in Italy where providing an excellent client service was always at the core of her roles and duties. Louisanne holds a Bachelor of Arts in Italian and Linguistics. In 2013 she won a scholarship from the Italian Ministry of Foreign Affairs which gave her the possibility to continue reading a Masters of Arts in Italian. Louisanne speaks Maltese, English and Italian at native level and has advanced knowledge of French and Spanish.
Konstantin operates as a project officer within Integra Private Wealth allowing the company to focus and implement special projects in IT, compliance and administration. Konstantin largely grew up in Asia, completing high school at Shanghai American School. Following the completion of the first six exams set by the ACCA, he joined Integra Private Wealth to gain firsthand experience in the financial industry, while continuing with his studies. Konstantin speaks fluent English and German.
André acts as Investment Advisor & Business Development Manager to Integra Private Wealth. He has been involved in the financial services & life insurance sectors for over 18 years. In 2007, André co-founded MFSP Financial Management Ltd after having served as a Senior Private Clients Manager, Branch Manager and Financial Planning Manager at GlobalCapital Financial Management Ltd in Malta. André holds a BSc (President’s List) from Southern New Hampshire University and a Certificate for Financial Advice (CeFA) from the IFS School of Finance in the UK. André speaks fluent English, Maltese and Italian.