CISI
People Moves | 14 Oct 24
Carly Dunningham to chair CISI Financial Planning Forum
She is taking over the chair from Amyr Rocha Lima
Financial planning | 26 Sep 24
CISI joins Financial Planning Standards Board to mark World Financial Planning Day
The eighth annual World Financial Planning Day takes place on 9 October
CISI names Daniel Ogier-Keltie as Guernsey branch president
He has over ten years of experience in the financial services sector
PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer