EFG Harris Allday achieves CISI Chartered Firm™ status

By Lora Benson | Jun 12, 2024

UK Investment management firm EFG Harris Allday has achieved CISI Chartered Firm™ status. Founded in 1834, with a Birmingham headquarters and three further regional offices in the UK, the firm has access to the global expertise of EFG International.

CISI Chartered Firm™ status is awarded by charity and financial services professional body the Chartered Institute for Securities & Investment (CISI) and shows that a firm has met rigorous eligibility criteria. Approved CISI Chartered Firm™ status demonstrates that a firm is operating at the highest levels of trustworthiness and professionalism.

Criteria for achieving CISI Chartered Firm™ status includes that a firm should have regulatory recognition, at least 50% of staff in their core area must be individually chartered with CISI, a CISI qualifications and CPD programme should be in place and the firm’s purpose and values must align with the CISI Code of Conduct.

Achieving CISI Chartered Firm™ status allows consumers to identify these firms as adhering to the highest standards of professionalism, thus enhancing trust and confidence for consumers.

Richard Killingbeck, Managing Director of EFG Harris Allday, left,  said: “We are delighted to have been assigned  CISI Chartered Firm™ status. We pride ourselves on the long-term relationships we have built with our clients, established through our high levels of service and successes in helping our clients' to achieve their financial goals.”

CISI Chief Executive Tracy Vegro said, “With their proven commitment to the highest standards of professionalism, integrity and ethics, we are delighted to welcome EFG Harris Allday as a CISI Chartered Firm™ . This gold-standard achievement demonstrates that the consumer is central to their firm’s focus, underpinned by a dedication to lifelong learning and continuing professional development.”

Those interested in finding out more about becoming a CISI Chartered Firm™ should contact charteredfirms@cisi.org