Bringing you live news and features since 2006 

CISI appoints new Essex branch President

RELATED TOPICS​

The Chartered Institute for Securities & Investment (CISI) has appointed Claire Newman, ACSI as President of its Essex branch.

The CISI is the 45,000 strong, global professional body for those working in or looking to establish a career in the financial planning, wealth management and capital markets professions. It has a network of 23 hard-working branch committees throughout the UK whose primary role is to support the provision of continuing professional development (CPD) opportunities, social and networking events for CISI members, helping to ensure their skills and competence are up to date.
 
In addition to serving on the CISI’s Essex Regional committee, Newman has 23 years’ experience in the financial services profession. She has worked in a range of roles over the course of her career from operations, through client services and account management, to her current role as Vice President, Training with BNY Mellon’s Pershing. Based in London, Newman has worked at the company since 1997, prior to which she was with the Bank of Scotland.
 
Newman is the first to step up through the region’s succession planning process and follows Clive Shelton’s three-year leadership. 
 
“I’m delighted to have the opportunity to work with the CISI in this role and look forward to collaborating with our members so the committee can establish a more frequent CPD event programme driven by their needs,” says Newman. “I’m keen to highlight the geographical flexibility which CISI offers members regarding events. For example, if you work in London and live in Essex you also have the option to attend events in Essex as well as London. This is one of the great advantages of being a member of a large, professional body.”
 
“I would particularly like to thank Clive Shelton for his foresight to recognise the requirement of a branch in Essex, his leadership over the last few years and for his continued support.”
 
Kevin Moore, Chartered FCSI and CISI Global Business Development Director said: “We are delighted to welcome Claire as the new CISI Essex branch President. We would like to thank Clive Shelton for his leadership and we look forward to supporting Claire with her membership plans during her two-year term.”

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by