This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path
This qualification assesses a knowledge and understanding of portfolio investment management.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.
This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.
Nicholas joined Peregrine and Black Investment Management in 2017 and is a Chartered Wealth Manager responsible for providing discretionary investment management and financial planning services. He started his career in financial services in 2007 working within private client and institutional investment management. In 2008 Nicholas joined an office of Raymond James Investment services where he completed his training and became a Chartered Fellow of the CISI. Here Nicholas gained valuable experience working his way up to become an Investment Manager where he helped to manage portfolios for trusts, charities and families as well as a fund within the Investment association mixed asset sectors. Nicholas joined Attivo Investment Management in 2015 where he helped to establish the London office and sat on the Investment committee, fund selection and equity committees
Provide advice on Investments, pensions and retirement planning. Help clients with inheritance tax planning and investing money received from inheritance for future generations. Provide ongoing investment advice and provide risk adjusted investment returns to clients consistently.
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