Africa - 16 November 2021
China - 18 November 2021
UK - 23 November 2021

CISI Global Wealth Summit

CISI’s Global Wealth Summit is a tri event series designed to bring together a global community of professionals working in wealth, investment management and financial services. Hosted online in the UK, Africa and China, the 2021 programme draws in world class speakers from London, Edinburgh, New York, Los Angeles, Philadelphia, Nairobi, Johannesburg, Lagos, Port Louis, Qingdao, Shanghai and Beijing with some of the most recognised leading minds in this field. Following these keynote sessions, there will be a live virtual panel debate in each location hosted by senior representatives and featuring financial services experts to discuss the key issues raised in the local context.

This event provides a unique opportunity to network and interact with leading figures across the CISI wealth forum globally. Designed to be a truly interactive online event, with a personalised online portal, this is a must attend for wealth and investment professionals and those looking to progress their careers.

We are delighted to bring you this global summit free of charge in 2021. The event will qualify for up to three hours CPD.


Keynote speakers

Welcoming four eminent experts in financial services:

Angela Knight CBE FCSI(Hon)

Beyond climate: Embracing the broader realms of ESG

Grant Rawdin JD, CFP®

Founder and CEO, Wescott Financial Advisory Group – Listed in Barron’s Top 100 Independent US Advisors for the last 10 years
Peering Around the Corner: What’s next in US Wealth Management in conversation with Jack Otter, Editor, Barron’

Paul Njoki CFA, MCSI

CEO, Standard Chartered Investment Services
Wealth Management trends in Africa

Your live regional panel

Hear discussion and analysis from leading figures in your region.

 16 November 2021, 14:00 - 17:00 CAT

 Online, wherever you are

Chair: Brigid Taylor, Senior Manager, Global Business Development, CISI
Erica Bruce, President, South African Institute of Stockbrokers and Managing Director - Stock Broker in Control, Navigare Securities
Ashraf Deenmahomed, COO, African Capital Alliance, Mauritius, & Founder, One Hub
Paul Njoki CFA, MCSI, CEO, Standard Chartered Investment Services
Ononuju Irukwu Chartered MCSI, MCBI, HCIB, Head of Private Banking, FBN Bank UK, London

 18 November 2021, 15:00 - 18:00 CST

 Online, wherever you are


Chair: Ken McGowan, Chartered MCSI, International Advisor, CISI
Irene Yu, Partner, Deloitte China, Eastern China Leader of Deloitte Private Tax and Legal Services
Vincent Yeung, Managing Director, UBS Shanghai
Giles Henman, Chartered MCSI, Senior Partner & Head of Asia, Eight Wealth International, Principal Partner Practice of St. James’s Place
Tim Harvey, CEO, NTree

 23 November 2021, 14:00 - 17:00 GMT

 Online, wherever you are

Free registration for CISI Members
Free registration for non-members
Chair: George Littlejohn, MCSI, Senior Advisor, CISI
Jon Wingent FCSI, Independent Investment & Wealth Consultant and Deputy Chair, CISI Wealth Management Forum
Hamish Warnock ACSI, Partner Launch Lead, Seccl, & Chair, CISI Wealth Management Forum
Kate Capocci, Associate Director and ESG Investment Lead, Smith & Williamson
William Hobbs, Chief Investment Officer, Barclays Wealth & Investments
Kathryn Porter, Chartered FCSI, Director & Energy Consultant, Watt-Logic

More about the Chartered Institute for Securities & Investment

The Chartered Institute for Securities & Investment (CISI) is a non-profit professional organisation for those working in securities, investment, wealth management and financial planning.

In 1992, the CISI was established by the London Stock Exchange, the originator of the world stock exchanges. Its headquarter is located in the City of London. Today, we are recognized in more than 70 different national jurisdictions and have become a global professional certification body.

Our certified members, and the major investment banks, custodian banks and wealth management institutions that support our work, are distributed in more than 100 countries and regions around the world, including Europe, the United States, Asia and the Middle East.

For more information on the CISI click here, or learn more about what it means to be a CISI member.

These events are supported by