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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • Brian-Healy_700

    Profile: In the cockpit of change

    Apr 12, 2017
    Brian Healy, Chartered FCSI, director, traded markets, development, operations at the Irish Stock Exchange, explains why financial market dynamics and a great team keep him inspired on a daily basis
    by Rosalie Starling
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  • chris700

    Chris Scott, Chartered FCSI: 1952–2017

    Mar 31, 2017

    Remembering Chris Scott, a former board member and Chartered Fellow of the CISI

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  • hobbies700

    Do you combine your day job with an unusual activity or hobby?

    Mar 1, 2017
    Over the past nine years we've featured articles about some amazing CISI members in The Review and we are now looking for more
    Read more
  • thames-700

    From smoky offices to virtual consultations: 25 years of working life

    Feb 14, 2017
    In the CISI's 25th year, we chat to one of our longest-standing members and one of our newest members about their everyday working lives, reflecting on the past and sharing their views on what the future may hold for the industry and the workplace
    Read more
  • profile_700

    Profile: Investment is a people’s game

    Feb 7, 2017
    David Guild, Chartered FCSI, divisional director at investment management firm Brewin Dolphin and chairman of Belgravia’s Caledonian Club and the charity ScotsCare, looks back on key moments in his career and the road ahead for the investment management sector 
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  • martin700

    People: Hitting the decks

    Feb 1, 2017
    Martin Badder ACSI weaves the worlds of investment management and dance music together with his band Swingers, which has played headline slots at noteworthy festivals worldwide
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  • ian-howe_700

    Profile: Being a financial planner is a “huge privilege”

    Dec 14, 2016
    Ian Howe CFP™ Chartered MCSI, managing director of financial services firm Baigrie Davies and the new chairman of the CISI’s IFP Forum Committee, looks back on two key moments that changed both his career and his life
    Read more
  • chrisw700

    People: Everyday cliffhangers with coastguard rescue

    Oct 3, 2016
    Chris Welsford, Chartered MCSI, decided to conquer his fear of heights and rescue injured people at the same time – by joining a coastguard cliff rescue team
    Read more
  • back-story_700

    Back Story: Will Dobbs and Philippa Fielding

    Sep 2, 2016
    Philippa Fielding, Chartered MCSI, Investment Manager, Charles Stanley, and Will Dobbs, Chartered MCSI, Investment Advisor, Charles Stanley, talk about getting started in the business and the Young Professional Forum, a networking group for young investment managers that they both help run 
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  • 700x385

    Back story: Julie Lord

    Aug 17, 2016
    Julie Lord CFP™ Chartered FCSI and Chartered Wealth Manager at Magenta Financial Planning talks about her 30-year career as a pioneering financial planner, as well as her plans for the future and a newfound love of rally car driving
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  • ifp conf 16 speakers700

    Over 40 speakers booked for Financial Planning Annual Conference 2016

    Jul 15, 2016
    ‘Stand tall together’ is the theme of the CISI’s Financial Planning Annual Conference, which takes place 3–5 October at the prestigious Celtic Manor Resort in Newport, Wales
    Read more
  • lindseyjones700

    People: Prior to Principal

    Jul 11, 2016
    Lindsey Jones, Chartered FCSI balances her commitments as Prior of a Templar Order with her role as Principal, Group Risk and Compliance
    Read more
  • cisi-west-midlands-june-16-79

    Homeless charity benefits from the CISI’s Birmingham dinner

    Jul 11, 2016

    Peter McGovern, member of the Professional Golfers’ Association and head professional at The Belfry, was on his ‘A’ game at the CISI’s recent Birmingham & West Midlands branch annual dinner, which raised £1000.00 for St Basils

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  • back storyGS700

    Back story: Georgia Sherman MCSI

    Jul 4, 2016

    Georgia Sherman MCSI, Channel Marketing Executive at Quilter Cheviot, won the Institute’s top prize after receiving the highest aggregated mark of the year for the Chartered Wealth Manager Qualification (level 7)

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  • AY700

    Up close with Sir Alan Yarrow

    Jun 20, 2016
    Michelle McGagh, a freelance financial journalist and former Editor of New Model Adviser, interviews Sir Alan Yarrow, Chartered FCSI(Hon), CISI Chairman. This article first appeared in Advice Matters – Zurich’s monthly adviser-facing magazine
    Read more
  • Mark-Garnier_700

    Mark Garnier MP: from finance to politics

    Jun 15, 2016
    Mark Garnier MP FCSI swapped a job in investment banking for a political career. He tells the Review how he is using his financial nous to help improve prospects in his West Midlands constituency
    Read more
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