The status is awarded by the Chartered Institute for Securities & Investment.
UK Investment manager EFG Harris Allday, part of EFG Private
Bank, has achieved CISI Chartered Firm™ status.
Founded in 1834, with its headquarters in Birmingham and
three further regional offices in the UK, the firm taps into the
resources of Zurich-listed EFG International.
CISI Chartered Firm™ status is awarded by charity and financial
services professional body the Chartered Institute for Securities
& Investment (CISI). The status shows that a firm has met
rigorous eligibility criteria, EFG Harris Allday said in a
statement yesterday.
Approved CISI Chartered Firm™ status demonstrates that a firm is
operating at the highest levels of trustworthiness and
professionalism.
To achieve CISI Chartered Firm™ status firms must
have regulatory recognition, at least half of the staff in
their core area must be individually chartered with CISI, CISI
qualifications and a CPD programme should be in place, and the
firm’s purpose and values must align with the CISI Code of
Conduct.
EFG Harris Allday’s managing director is Richard Killingbeck
(pictured).