Brewin Dolphin has named its new chief operating officer, while Standard Life’s 1825 has poached a regional managing director from St James’s Place. Julius Baer International has appointed a head of compliance for the UK and Ireland.
Paul Etheridge, the chairman of UK financial planning firm the Prestwood Group has been awarded a Chartered Institute for Securities & Investment (Cisi) honorary fellowship.
The Chartered Institute for Securities & Investment (CISI) is working with London-based firm Perceptive Planning to organise a fact-finding trip to South Africa in October.
Women accounted for 43% of award winners at the Chartered Institute for Securities and Investment’s (Cisi) annual award ceremony with winners representing more countries than ever before.
One in eight bankers say it is difficult to progress in their careers without ‘flexible ethical standards’ and sometimes feel it is necessary to ‘bend the rules’, a review by the UK’s Banking Standards Board (BSB) has found.
Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).
Three financial services institutes have launched the Chartered Body Alliance to help consumers recognise the benefits of engaging with qualified professionals.
Malta is upping the number of adviser qualifications it offers as part of a new deal that strengthens ties between the Chartered Institute for Securities & Investment (Cisi) and the island’s Institute of Financial Services.
Tricky ethical scenarios faced by financial advisers around the world who take part in the Chartered Institute for Securities & Investment’s integrity-based workshops show some fascinating trends, says Rebecca Doodson, CISI’s manager of ethics and integrity.
The Chartered Institute for Securities & Investments (CISI) is introducing mandatory continuing professional development (CPD) for its global membership.
The Chartered Institute for Securities & Investment (CISI) has agreed a cross border deal enabling recognition of its financial services qualifications between Ireland and the UK.
The Chartered Institute for Securities & Investment (CISI), a UK professional standards body for the financial services industry has defended advisers against British prime minister Theresa May’s pledge to crackdown on the profession for helping the rich avoid tax.
