BRANCH NEWS


Joint CISI Ireland and CISI Northern Ireland webinar: How, where, and why we work


On 4 April 2022, the two CISI branches on the island of Ireland held their first ever joint webinar, looking at some of the major trends in asset and wealth management. The two bodies had never cooperated


directly before, and had agreed that the flagship event would be a great way to celebrate the Institute’s 30th year. The final product was extremely well


received by the 72 delegates who attended. It was testament to the hard work behind the scenes in bringing it together. The key focus of the event was that,


while asset and wealth management in the two parts of the island face different regulatory, economic, and legal environments, there are some seismic future trends which will impact on both. There was a wide-ranging discussion on talent acquisition and retention, hybrid


working, new channels to market, and much more. The panel comprised academics,


consultants, and practitioners, who provided great scope for interaction and shared knowledge. Gareth Hetherington MBE, director


of the Ulster University Economic Policy Centre, provided insights into remote working and necessary skill sets, while Payal Mitra, senior manager, people and organisation consulting, PwC Ireland, stressed the importance of mentoring and how to maintain productivity in a hybrid work environment. Christopher O’Neill, Chartered FCSI, partner at Smith & Williamson in Belfast, and Simon Howley, head of wealth management at Goodbody Stockbrokers in Dublin, both spoke passionately about the challenges and


CISI MEMBER SURVEY 2022 PRIZE WINNERS Thank you to the 3,181 members who took the time to complete our 2022 member survey.


We learnt that 22% of you read The Review to obtain your CPD and that the main topics you’d like to learn about are cybersecurity, ESG, fintech, AI, team management, and cryptoassets. This will inform our content for the next year.


Respondents were entered into a prize draw, with three winners selected at random. A word from the winners


Heera B Sanjay MBA won an iPad The CISI continues to be the leading professional body for financial and investment professionals, by


delivering practical knowledge and immense value to financial practitioners. The Professional Refresher courses are relevant to me and are a great way to stay abreast of all that is happening as the CISI constantly updates these courses. The content in these courses is very valuable to my professional development.


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Mark Robins ACSI, investment executive at Redmayne Bentley, won a Fitbit Being a member of the CISI has seen me push myself to achieve professional excellence and progress my career by achieving the Investment


Advice Diploma and studying towards the Private Client Investment Advice & Management qualification. I have made use of the wide range of member benefits and have developed my knowledge through the Professional Refresher modules and CISI TV events. Being a member means being part of a global network of like-minded financial service professionals and demonstrates a clear commitment to the sector.


Peter Roberts won a £150 donation in his name to War Child UK My experience with the CISI has been engaging and rewarding.


Although getting to the twilight of my career, I am particularly impressed with the quality of programmes and breadth of information available to members. No matter where you are on your career ladder I would recommend membership of the CISI to aid your professional development.


huge opportunities on the ground today as they lead their respective wealth management teams. The event was masterfully hosted by


George Littlejohn MCSI, senior adviser to the CISI.


THE REVIEW SEPTEMBER 2022


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