AROUND UK
Chief executive officer: Tracy Vegro OBE On Thursday 6 October we held our annual Financial Planning Conference at the Grade 1 listed Merseyside Maritime Museum, Royal Albert Dock in Liverpool. Over 20 expert presenters gave 17 sessions across 3
content streams to over 200 delegates from around the world.
The conference culminated in the Financial Planning Awards, a black-tie gala held at Liverpool’s iconic neoclassical Grade I listed St George’s Hall. We celebrated award winners in several categories, including Accredited Financial Planning Firm of the Year (won by Berry & Oak); CERTIFIED FINANCIAL PLANNER™ Professional of the Year (David Hearne CFP™ Chartered FCSI (Financial Planning)), Financial Planning Partners; and Financial Planning Future Leader Award (James Beck CFP™ MCSI, Fiscal Engineers).
See the full list at
cisi.org/fpawards2022
Book for the 2023 Financial Planning Conference at
cisi.org/financialplanning23
THE GLOBE The CISI’s international network of offices looks after circa 45,000 members worldwide
NIGERIA
Assistant director, global business development: HelenaWilson, Chartered MCSI
CISI’S GLOBAL WEALTH SUMMIT SERIES
In November 2022 we held our second Global Wealth Summit for Africa, London, the Middle East, and China.
Some of the world’s leading experts in the areas of wealth management and financial services headlined the series, which featured keynote sessions by leading figures, including Jackie Mau, managing director, head of global private banking at HSBC China, Ruth Handcock, chief executive officer, Octopus Investments,
and Kathure Githinji-Nyamu, managing director, NCBA Investment Bank.
These were followed by live, virtual panel debates in each location, hosted by senior representatives, with financial services experts discussing the issues raised from a local perspective.
View the keynote speakers and the summits at
cisi.org/cisitv
The CISI warmly welcomes Ijeoma Onwu MCSI, general manager, audit, Johngift Consulting (pictured left), who has been appointed as the new president of our National Advisory Council (NAC); Obinna Okafor MCSI, CEO, Vicosbin Consult (middle), as our new first vice president; and Abiodun Adebimpe MCSI, head, custody services, Rand Merchant Bank (right), as the second vice president.
We thank them for their commitment to the Council thus far and wish them well in their new roles. We would also like to thank outgoing president Bola Ajomale for his inspiration and leadership in steering our community of professionals and NAC in Nigeria to this point. More details on these new postholders will follow on CISI news shortly.
6
THE REVIEW MARCH 2023
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