The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Paul Garrard, Chartered FCSI as President of the CISI’s Guernsey branch.
The CISI is the 45,000 strong global professional body for those working in or looking to establish a career in financial planning, wealth management and capital markets profession. It has a network of 23 hard-working branch committees throughout the UK whose primary role is to support the provision of continuing professional development (CPD) opportunities, social and networking events for CISI members, helping to ensure their skills and competence are up to date.
In addition to serving on the CISI’s Guernsey regional Committee, Paul has almost 30 years’ experience in the financial services profession. Known as ‘Boris’ to virtually everybody that knows him, he joined the then Kleinwort Benson in 1989 and has spent the majority of his working life there, initially gaining a solid grounding in the Settlements department before moving to Investment Management.
Following the merger with SG Hambros Paul now heads the Channel Island Investment Management department for Kleinwort Hambros where the team overseas a range of investment strategies for private and institutional clients.
He joined the Securities Institute in 1996 quickly working his way through the Diploma exams before joining the Guernsey Committee. As a long serving member of the Committee, Paul has held several roles including Press Officer, Secretary, Education Officer and Vice President.
Outside of work Paul is a family man with a fiancé and four teenagers at home and is a keen sportsman. He is a regular tennis player (which along with his resemblance to former Wimbledon champion Boris Becker led to his nickname) and skier and still ventures on to the football pitch from time to time.
On his appointment Paul said: “I am honoured to take on this role and would like to thank Patrick Millar, Chartered FCSI for his excellent branch leadership over the last two years. My objectives for the year will be to build on existing strategies, particularly relating to the professional development and education of our members and students. Helping to shape our events programme is also an important part of the role. Two branch forthcoming events include 26 November “Investing in the Internet…The Evolution Comes” with Gregg Guerin from First Trust and 24 January 2019 “Passive vs Active Investment” with Simon Brett, Chief Investment Officer, Parmenion and we look forward to welcoming members to these events.”
Jim Winter, CISI Head of UK Business Development said: “We are delighted to welcome Paul as our new Guernsey regional branch President and we would like to thank Patrick Millar for his leadership and helping to build the branch which today stands at almost 600 members. We look forward to supporting Paul with his membership plans.”