• stella_700

    Leading the charge

    Stella Cox CBE has dedicated herself to the development of Islamic finance for more than three decades. Her contribution has earned her many accolades, but her entry into the sector wasn’t easy. This is a shortened version of our interview with Stella in the Q4 2017 edition of The Review
    by Eila Madden
    Read more
  • Image-23-01-2017-at-18.27_700x385

    Back Story: Zoë Cousens

    Zoë Cousens MCSI, owner of Castellet Consulting, a member of the CISI’s UAE National Advisory Board and Guernsey Finance’s Middle East representative, discusses raising awareness of gender-related issues, the value of her CISI membership and her love of working in the UAE
    by Jake Matthews
    Read more
  • networking700

    Financial Planning Conference 2017: Focus on the future – day one

    Leaders from the financial planning community made their way to the Celtic Manor Resort in Newport, Wales for the CISI’s second Financial Planning Conference on 25–27 September 2017. Here we outline some highlights from the first day 
    by Jake Matthews
    Read more
  • small

    Financial Planning Conference 2017: Introducing Sophia Bera CFP

    Sophia Bera CFP® will be speaking about next-generation financial planning at the CISI’s Financial Planning Conference
    by Jake Matthews
    Read more
  • gsmall

    Financial Planning Conference 2017: Introducing Gerald Mwandiambira CFP

    Gerald Mwandiambira CFP® will be speaking about financial planning in Africa at the CISI’s Financial Planning Conference
    by Jake Matthews

    Read more
  • San Francisco Maru_700

    People: Diving into the unknown

    Roger Edmunds, Chartered MCSI, loves getting into deep water
    text by Lora Benson; photo by Roger Edmunds ClipPixel Photos
    Read more
  • 270727HoareNairnSimonCulhaneandBenManser700

    Winner of 2017 Hoare Nairne Scholarship announced

    We are delighted to announce that Ben Manser, Chartered MCSI of Coutts Crown Dependencies, Jersey has been awarded the scholarship of £2,500 towards study costs

    Read more
  • Amy_700

    Back story: Amy Kirby

    Amy Kirby, Chartered MCSI, assistant investment manager at Rathbone Brothers and the youngest professional to have completed the CISI’s Chartered Wealth Manager qualification, explains why apprenticeship schemes are beneficial to financial services sector employment
    by Rosalie Starling
    Read more
  • Paul-Schott-Stevens_700

    Profile: Keeping the peace

    Paul Schott Stevens, president and CEO of the Investment Company Institute, reflects on the many crises faced during his time working in the US financial services industry, and explains why an appropriate framework of regulation will be so important moving forward
    by Rosalie Starling
    Read more
  • Enlightenment_700

    The path to enlightenment

    Donald Brydon CBE, chairman of the London Stock Exchange Group, reflects on the lessons learnt from his 48-year career in financial services. This is a shortened version of our interview with Donald in the Q2 2017 edition of The Review
    by Rosalie Starling
    Read more
  • Tim700

    People: Combining City and coast

    Tim Hughes, Chartered MCSI, speeds along the Thames every month to save everyone from dog walkers to distressed naturalists
    by Lora Benson

    Read more
  • future700

    Future impact

    How will millennials shape our industry? We ask a selection of outstanding young professionals what they think
    by Jane Playdon and Christopher Parsons
    photos by Alun Calender

    Read more
  • profile-preview_700

    Previewing the Q2 print edition: Lessons from the chairmen

    Barclays’ John McFarlane FCSI and London Stock Exchange Group’s Donald Brydon CBE are two of the financial services sector’s most experienced chairmen. In this preview  of the 25th anniversary edition of The Review, they share some of their views on the values and attitudes that will drive the industry forward
    Read more
  • Nihit-Raj-Joshi_700

    Back story: Nihit Raj Joshi

    Nihit Raj Joshi, postgraduate student at Queen Mary University of London and one of the top performing 2017 CISI Educational Trust Award winners, explains how education will help him to secure his dream career in wealth management
    by Rosalie Starling
    Read more
  • Oliver-Knights_700

    Back Story: Oliver Knights MCSI

    Oliver Knights MCSI, relationship manager, assistant vice president at Credit Suisse UK, received the CISI Private Client Investment Advice & Management (level 6) award at the CISI Annual Award Ceremony 2017. He explains what attracted him to a career in financial services and shares his predictions for the future
    by Rosalie Starling
    Read more
  • verena ross700

    ESMA executive director Verena Ross talks to the CISI

    Verena Ross, executive director of the European Securities and Markets Authority (ESMA), talks to Alan Houmann, Citigroup’s EMEA head of government affairs, in an interview arranged by the CISI

    Read more