The Chartered Institute for Securities & Investment (CISI) has chosen Maggie Lindsay as President of CISI Scotland.

Ms Lindsay has five years of experience on the CISI Scottish Regional committee and  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 teams within Investment Operations and Fund Administration. 

Ms Lindsay 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 the region and look to expand beyond the key cities of Glasgow and 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.”

The Chartered Institute for Securities & Investment recently announced a partnership with the Baltic Financial Advisers Association. The CISI will recognise the BFAA Investment Advisor qualification as a means for achieving Associate Membership of the CISI (ACSI).