CISI appoints James Swaby, Chartered FCSI as new president of the Cotswolds branch committee

By Lora Benson | May 23, 2023

The Chartered Institute for Securities & Investment has appointed James Swaby, Chartered FCSI, as the new president of the Cotswolds branch committee. He will be taking over from Sandra Paul, consultant at Prestwood Software.

James is a senior investment director at Investec Wealth & Investment, leading the portfolio management team for the region. He oversees a suite of strategies for private clients, trusts and charities, including multi-asset fund portfolios and international direct equities, and he co-manages a family unit trust. James also sits on the CISI Disciplinary & Appeals panel.

He completed an honours degree in international business economics from the University of the West of England in Bristol before starting his financial services career in Southeast Asia. He has lived in the Cotswolds for over 15 years.

Regarding his appointment, James said: “I am very pleased to assume the role of president of the Cotswolds branch. I would like to thank my predecessor, Sandra Paul, for all her hard work and dedication particularly as her time in office was longer than she had anticipated and coincided with the Covid pandemic.

“Despite this, she raised the CISI’s profile with many local schools making sure that as many young people as possible could see financial services as a viable career. I look forward to continuing her work with schools and developing the CPD programme with the branch committee and my fellow members.”

Tracy Vegro, CISI chief executive said: “I want to offer congratulations to James on behalf of all at the CISI. As James notes, Sandra has done a great job and we too want to thank her for all her work at the Cotswolds branch.”

Forthcoming events for the Cotswolds branch include: