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References in periodicals archive ?
Li is a Chartered Wealth Manager of the Chartered Wealth Manager Institute and the Director of the Hong Kong Association of Online Brokers.
Meanwhile Peter Jackson, investment manager at TBI, has been awarded Chartered Wealth Manager status, a new designation introduced by the Chartered Institute for Securities and Investment (CISI).
He holds a Master's Degree in Business Administration, with distinction, from the University of Luton in the UK; International Diploma in Financial Services; Chartered Market Analyst with Financial Analyst Designate; Chartered Portfolio Manager; and Chartered Wealth Manager. He is a fellow of the American Academy of Financial Management.
Nabeel Jawad Sultan, deputy managing director, Jawad Sultan Group, who is a certified corporate economist and chartered wealth manager, agree that the pace of income growth for the college has been very slow compared with their initial years of operations in the industry.
Mr Gierach is a chartered wealth manager and a Chartered Fellow of the Chartered Institute for Securities and Investments, who also has 10 years of financial services experience under his belt.
Elliot is a chartered member of the CISI and he holds the Chartered Wealth Manager accreditation.
Al Musalmi's academic and professional qualifications also include an MBA, with distinction, from University of Luton - UK, an International Diploma in Financial Services, Chartered Market Analyst with Financial Analyst Designate, Chartered Portfolio Manager and Chartered Wealth Manager.
Mr Price joins from Brewin Dolphin, where he held the post of Investment Manager for over seven years, and will take on the role of Chartered Wealth Manager.