Wealth Manager - the site for professional investment managers

WM - Wealth Manager
Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Barclays and Brewin big winners at CISI’s 26th annual awards

Barclays and Brewin Dolphin have come out on top at CISI's 26th annual awards ceremony.

Barclays and Brewin big winners at CISI’s 26th annual awards

Barclays and Brewin Dolphin were the biggest winners at the Chartered Institute for Securities & Investment’s (CISI) 26th annual awards ceremony last month.

The awards celebrate the achievements of global finance students who combine work and study and cover a range of categories, including operations, risk and compliance and wealth management.

Barclays topped the charts with four winners, with Brewin having three winners, as did Schroders.

The gender split for the award winners this year was 38% female, up from 28% last year, and 62% male, compared to 72% in 2018.

Perhaps unsurprisingly, London provided the most winners, 23, followed by Scotland with seven. Birmingham, Bristol and Bath, the North East, Northern Ireland, the South East, South and Thames Valley had two apiece. East Anglia, Essex, Manchester, the South Coast and Yorkshire all had one winner.

CISI global director of learning Susan Clements said: ‘We are delighted to celebrate the achievements of our 68 awards winners. We wish them every success in the next phase of their careers.’

Brewin Dolphin operations risk manager Julie Hedley won an award in global operations management.

She said: ‘I wanted to study for a globally recognised industry qualification in operations, which provided flexibility to fit around my job and private life.

‘My advice would be to plan your study time, don’t underestimate how much studying you need to do.

‘Ensure you study each week to keep the momentum going, make the best use of travel time to and from work to fit in as much study as possible and dedicate the month before the exam to focus on answering exam questions.’

Alex Waddington, an investment manager at Smith & Williamson Investment Management who won an award in the wealth management and financial planning category, added: ‘My advice to candidates is that they need to be disciplined about allocating the appropriate amount of time to the exams. I strongly believe that by allocating part of each day to this I was able to stay on top of the workload.’

Mathematician to offer keynote speech

Broadcaster, mathematician and author Hannah Fry (pictured) will be the keynote motivational speaker at the CISI Paraplanner Conference next month.

The event, to be held at the Crowne Plaza in Stratford-upon-Avon on 17-18 June, will feature 17 speakers, including a host of specialist experts and legal advisers. These include the CISI’s head of professional standards Rebecca Aston, Schroders’ Philip Robotham and Tish Hanifan, joint chair of the Society of Later Life Advisers.

Fry’s keynote speech will study the patterns of human behaviour and how mathematics can apply to them. She has helped popularise science and mathematics by presenting a number of documentaries on the BBC, including City in the Sky on BBC 2.

CISI head of financial planning Jacqueline Lockie (pictured below) said: ‘It promises to be a fantastic mix between soft and technical skill sessions and to give us all plenty of new ideas and concepts to share with our colleagues and inform paraplanning and client work.’

CISI joins Aftican finance initiative

The CISI is to join African organisations Agency Umoa Titres (AUT) and Financial Sector Deepening Africa (FSDA) to build on its presence in the continent.

The CISI will create a financial licensing certification to raise financial sector capability and educate practitioners in the eight countries of the West African Monetary Union (Wamu). Wamu comprises Benin, Burkina Faso, Cote d’Ivoire, Guinea-Bissau, Mali, Niger, Senegal and Togo.

The project, which has the support of the United States Treasury Department, is funded by the FSDA, which is in turn funded by the UK government.

The Fundamentals of Financial Services qualification has already been launched and

a second examination in bonds, tailored to the local market, is the second qualification to be launched.

CISI senior international manager Praneet Shivaprasad (pictured above) said: ‘We are privileged to have been chosen as a strategic partner for AUT and FSDA in this important project which will help to improve the attractiveness of the West African Monetary Union countries for potential investors.’  

Share this story

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Share this story

dot
dot
dot

Top stories

Read More
dot