Robert Noble-Warren Chartered FCSI has been appointed President of the Chartered Institute for Securities & Investment (CISI) West Country branch.
Robert is an asset manager, working direct with private clients in Independence Wealth Management Ltd. He is a Chartered Wealth Manager and CISI Fellow. Robert started his City career working for a Eurobond issuing house, taking entry examinations to the London Stock Exchange.
He has helped manage individual portfolios for private clients through, he says “at least three major crashes”. A Chartered Banker and Chartered Tax Adviser, Robert advocates an education-led approach, and he has just completed his book “Self Directed Wealth”.
Of his appointment as CISI branch President, Robert said:
“I am truly honoured to have been appointed President of the CISI West Country branch. I would like to thank outgoing President, Stephen Roach Chartered FCSI for his committee leadership, enthusiasm and dedication to developing and expanding our local membership.
“I am looking forward to building on Stephen’s great work and helping to grow the CISI membership. We have some excellent events coming up, including 9 November when Steve Lennon of Parmenion will be leading a discussion on whether our current capitalist system is ethical.”
Kevin Moore Chartered FCSI CISI Director of Global Business Development said:
“We would like to thank Stephen Roach for his leadership of the West Country branch and for his achievements for both the membership and the profession. We look forward to supporting Robert as new President, helping him to plan and shape an exciting programme for the year ahead.”