UK Investment Firm Secures CISI Chartered Firm Status

Editorial Staff 14 June 2024

UK Investment Firm Secures CISI Chartered Firm Status

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).

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