Two investment professionals at Brooks Macdonald in the Channel Islands have celebrated recently having passed leading industry qualifications.
Isobel Whalley, an Investment Manager in Brooks Macdonald’s Guernsey office, has obtained one of the highest levels of qualification available to wealth management and investment professionals, the Level 7 Chartered Wealth Manager through the Chartered Institute for Securities and Investment (CISI), to become a Chartered Wealth Manager.
After graduating from Exeter University, Isobel joined Brooks Macdonald through its Graduate Training Scheme in 2013. Since then, she has undertaken an accelerated professional development program that has now culminated in this specialist qualification, which is considered a benchmark in the investment industry and held by only a few people in the Channel Islands market.
The qualification is intended for wealth management professionals who wish to demonstrate the highest level of competence and provides an in-depth grounding in interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
In addition, Andy Prosser in the firm’s Jersey office, has passed the Level 1 Chartered Financial Analyst (CFA) qualification through the CFA Institute’s development program. Designed to assess ethical and professional standards in the investment industry, the qualification had a global pass rate of only 45% according to CFA figures. A Trainee Investment Manager, Andy joined Brooks Macdonald early last year having qualified locally as an accountant with one of the ‘big four’ and is already studying for the CFA Level 2.
Darren Zaman, Chief Executive Officer, International at Brooks Macdonald, said: “Brooks Macdonald has a strong track record of supporting the development of aspiring investment professionals in the Channel Islands, and I congratulate both Isobel and Andy. Their success is particularly impressive as they have both been fast-tracked through the process, reinforcing our desire to push and challenge our people and our aim to always strive for the highest possible standards in investment advice.”