Daniela is the Head of the Compliance Department, 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 and risk management and accountancy. Daniela speaks fluent English, Maltese and Italian and is conversant in Spanish.
Analise works as Compliance Manager within Integra Private Wealth. Analise has extensive experience within regulated entities having held similar posts with a number of other investment services and risk management firms. Analise obtained a Merit in her MBA, where she graduated from Anglia Ruskin University, Cambridge, where her thesis specialised in setting up a Compliance Company in Malta. She also graduated with a Diploma in Laws of Procedure from the University of Malta and shortly after obtained a Diploma in Financial services Operations and Compliance award by the MFSA. Analise speaks fluent English and Maltese.
Alison is the company’s Head of Operations responsible for the back office team. Alison has extensive experience in the financial services starting having fulfilled the roles of an Investment Advisor, Operations Manager and Head of Operations for Crystal finance Investments Ltd and Calamatta Cuschieri Investment Services Ltd. Alison holds a Bachelor of Commerce degree from the University of Malta. Alison also obtained the Certificate in Investment Management from The Chartered Institute for Securities and Investment, London.
Bartosz acts as Portfolio Manager & Administration Manager 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 is also qualified in Virtual Financial Assets for VFA Agents at Malta Institute of Management. 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.
Jennifer is responsible for client relationship management and investment analysis. Jennifer brings to the Company vast experience in banking and finance, having successfully fulfilled various roles over a 30-year tenure with Mid-Med Bank and HSBC Bank and gained significant experience in client relationship management as an Assistant Branch Manager and Senior Manager in Sales Quality & Wealth Management Risk Control. Jennifer holds a Certificate for Financial Advice (CeFA) from the IFS School of Finance in the UK. Jennifer speaks fluent English, Maltese and Italian.
Shanel is one of Integra’s front-office administrators. Following previous employment in the UK with other financial services firms, Shanel brings to Integra experience in her role as well as back-office support. Shanel's management skills come after 7 years of managerial positions in various well known businesses. Her positive energy and personality are an asset to IPW. Shanel speaks fluent Maltese and English.
Kyle forms part of the operations team and also assists the portfolio management team. Kyle brings to Integra experience in Portfolio Management as well as design and analysis of different structures. He also has previous experience in payments and compliance. Kyle has completed the Investment Management Level 4 Certificate with the Chartered Institute of Securities & Investments (CISI). Kyle speaks fluent Maltese and English.