Wales-based Magenta Financial Planning managing director and chartered wealth manager Gretchen Betts has been appointed president of the Chartered Institute for Securities & Investment (CISI) Wales branch.
Betts said she was "very proud" to have been appointed president of the CISI Wales branch, adding: "I am looking forward to building on the great work of outgoing president Meirion Davies and helping to grow the CISI membership in our region. "We have a good line-up for 2018 CPD events already and the committee is keen to try to establish a programme that suits all our members, financial planners, investment and portfolio managers and students. Our topics will focus on soft skills, client engagement, people and business management, ethics and much more." She added: "I hope that t...
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