The Chartered Institute for Securities & Investment (CISI) is delighted to announce the appointment of Maggie Lindsay, Chartered FCSI as President of the CISI Scotland branch.

Maggie has five years’ experience on the CISI Scottish Regional committee and more than 25 years’ experience in the Financial Services profession.  She has worked in a variety of operational roles over the course of her career and is currently an Associate Director with Smith & Williamson, looking after various teams within Investment Operations and Fund Administration.

Maggie is the first to step up through the region’s succession planning process and follows Chris Clark’s four-year leadership. On her appointment, Maggie said “It is an exciting time in Scotland as we build on the successes of recent years where we see a huge increase of CPD opportunities within region and look to expand beyond the key cities of Glasgow & Edinburgh.  We now have a truly diverse committee both in terms of age, experience and gender; and there is a passion within the committee to increase the engagement with our younger professionals, universities and all our members.  In the changing regulatory environment that we all now work in, it is ever increasingly important that we can bring the best speakers and events to Scotland.

“I would particularly like to thank Chris Clark for his leadership over the last few years and for his continued support. I have inherited a strong and dedicated committee that is representative from all the areas of our profession – investment, wealth and financial planning communities. With their help and that of our growing membership I look forward to the challenges in the coming years.”

Richard Bennett, CISI Regional Director said: “We are delighted to welcome Maggie as our new Scottish branch President and to thank outgoing President Chris Clark for his leadership. We look forward to working with Maggie to continue to plan and shape the branch programme and help grow our membership during the year ahead.”

Forthcoming CISI Scottish branch events in the diary over the next few months include:

• Wednesday 31 January in Glasgow and Edinburgh at Brewin Dolphin’s offices “Vulnerable clients – concerns and considerations for practitioners” with Jan Holt of Just Retirement
• Tuesday 13 February, also in Glasgow and Edinburgh at the same firm, “Survive The Battle, Win The War” with Tim Price, Director, Price Value Partners, where Tim gives an insight into the emergency lows of interest rates and the anticipated progress moving forward.