The Annual General Meeting for the Southern branch of the CISI was held at 5pm on the afternoon of Wednesday 19 June 2019 at the Harbour Hotel in Guildford. Please contact me if you would like a copy of the minutes of this meeting.
More committee members needed!
May I take this opportunity to note that two members of our Southern branch committee have now stood down (thank you to them for their past service) and we are looking to replace them and to build our committee membership further. I have prepared a separate blog on this topic – please do have a look at this and volunteer if you can.
CPD and social event
The AGM was followed by a fascinating and thought-provoking presentation from David Guild, Divisional Director of Brewin Dolphin, who took us on an engaging journey through the events and changes he has experienced over his illustrious City career. The broad theme was one of ‘then and now’, exploring how the economy, regulation, investment trends and consumer attitudes have changed over time. It was interesting to note that although there have been many changes over the last four decades, David highlighted the one constant as being the importance of the adviser or investment manager’s relationship with their clients. This certainly struck a chord with the audience, who were very much in agreement.
This excellent presentation was followed by the Southern branch summer drinks event on the terrace of the Harbour Hotel, which was enjoyed by all.
Keith Churchouse CFP Chartered FSCI
President, CISI Southern Committee