The Review

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

Chris Scott, Chartered FCSI: 1952–2017

Mar 31, 2017

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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