CISI
PEOPLE MOVES: Brewin Dolphin, 1825, Julius Baer International
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.
Best Practice | 6 Apr 17
CISI honours godfather of financial planning Paul Etheridge
Paul Etheridge, the chairman of UK financial planning firm the Prestwood Group has been awarded a Chartered Institute for Securities & Investment (Cisi) honorary fellowship.
UK CISI advisers to visit South Africa on fact-finding mission
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.
Best Practice | 20 Mar 17
Global and gender diversity triumph at CISI awards
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.
Best Practice | 16 Mar 17
Bankers need ‘flexible ethics’ to progress
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.