Business analyst Business insurance Profesional Service Project Management Sales Management Strategy Management

Raymond James exec to chair CISI Wealth Forum

Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.

The Wealth Management Forum is one of nine run by the CISI covering key professional areas such as Financial Planning and Training and Compliance.

The Forum provides an opportunity for professionals to meet and debate issues in a confidential setting.

{loadposition hidden2}

Mr Warnock is responsible for the commercial and strategic relationships of 40 independent wealth management practices that Raymond James supports, representing about 100 certified investment managers and Financial Planners.

He takes over the role from Freddy Barker who spent nine years on the committee, holding the position of chair for his final year. Mr Warnock is also active in the CISI Young Professionals Forum and sat on the CISI 2020 Integrity Debate panel.

He said: “Having been on the CISI Committee since 2017, I am absolutely thrilled to now be taking on the role of chair. As a committee, we have arranged a number of wonderful events over the past few years, even virtually during these tricky times and I am excited to help continue this excellent work with my fellow colleagues during 2021 and beyond.

“We find ourselves in an interesting time and so we as a committee will work hard to listen to our members and what they would find of interest or benefit most from. Participation is equally important and I look forward to continuing our involvement with the CISI’s Young Professionals’ Network”

Kevin Moore, Chartered FCSI, CISI director of global business development, said: “I would like to thank Freddy for his excellent leadership of the forum over the last few years and welcome Hamish in his new role. We look forward to supporting him with his ideas and strategy for the Forum in the future.”

The CISI, which provides the Certified Financial Planner qualification in the UK, has 44,000 members worldwide.

{loadmoduleid 423}

Source link