CISI

Asia | 27 Mar 18

Marlborough hires a head of business development from Brooks Macdonald, the Chartered Institute for Securities & Investment appoints a board chairman, while a former Blackrock employee joins State Street to head ETF model portfolios.

Companies | 20 Feb 18

Two Old Mutual big hitters said they would step down from the business, while RWC Partners boosted its European distribution presence with a hire from Daiwa, one of the largest brokerage and financial services groups in Japan.

Best Practice | 5 Feb 18

Three quarters of UK workers do not know the value of their pension fund, while a fifth of consumers aged over 55 will not trust anyone when it comes to getting financial advice, according the Chartered Institute for Securities & Investment (Cisi).

Companies | 12 Jan 18

A senior Prudential director has jumped ship to head up Primetime Retirement, while Pinebridge Investments has poached a State Street Global Advisors regional chief executive to become its chief operating officer and a series of senior changes has been announced at Kleinwort Hambros.

Best Practice | 27 Nov 17

Following a damning investigation by a consumer watchdog, the Chartered Institute for Securities and Investment (Cisi) has warned that UK advisers will face legal action if they fraudulently claim to hold a qualification from the organisation.