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Chase Belgrave Becomes First Ever CISI Affiliate Corporate Supporter in Switzerland


News provided by

Chase Belgrave

Oct 16, 2012, 09:44 ET

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LONDON, October 16, 2012 /PRNewswire/ --

Chase Belgrave is pleased to announce that it has become the first ever CISI Affiliate Corporate Supporter in Switzerland. This means that Chase Belgrave have agreed to:

  • Endorse the CISI Code of Conduct for all its staff
  • Support individual CISI membership
  • Link staff career progress to relevant CISI qualifications where appropriate and support for staff to take CISI exams
  • Encourage volunteers to support the work of CISI by becoming involved in exam panels
  • Support continuing professional development (CPD)
  • Promote CISI's CPD scheme

Chase Belgrave is an independent financial advisory firm headquartered in Zurich, Switzerland with offices around the world. Its aim is to create the ultimate financial planning service for expatriates and international people through traditional levels of service and a thoughtful, progressive approach to wealth management.

The CISI has had a National Advisory Council (NAC) in Switzerland since 2010 which consists of senior executives from the securities industry who work on a voluntary basis. The NAC works to further the CISI's charitable objectives and to ensure that CISI meets the needs of local members and the financial community.


Justin Harris, Managing Director of Chase Belgrave said: "I am delighted to have established this partnership with CISI and the whole team at Chase Belgrave is excited to build a better industry together. With CISI's help we hope to bring the best traditions of UK financial service to an ever greater number of expatriates around the world."
Simon Culhane, Chartered FCSI and CISI CEO said: "We are very pleased to welcome Chase Belgrave as an Affiliate CISI Corporate Supporter and we look forward to working with them to help their staff achieve the highest standards of professional excellence and integrity through our qualifications and CPD offering."



Chase Belgrave offers Independent Financial Advice to expatriates around the world. From our headquarters in Zurich, Switzerland and our various regional offices we offer award winning levels of service to thousands of clients from all walks of life in over a hundred countries.
At Chase Belgrave we understand that different people will have different aspirations and we welcome clients with different backgrounds, income levels and financial objectives.
We supply a highly personalised level of service that is focused entirely on establishing and realising the goals and financial aspirations of our clients.
In order to find out more about becoming a client email [email protected]


Chartered Institute for Securities & Investment
The CISI's mission is to help members attain, maintain and develop their knowledge and skills and to promote the highest standards of ethics and integrity in the securities and investment industry.
Based in the City of London, the CISI is a global organisation with representative offices in financial centres such as Dublin, Singapore, Dubai, Mumbai and Colombo.  We work in close cooperation with regulators, firms and other professional bodies worldwide.  
With its 40,000 worldwide membership, the CISI is the professional body which sets examinations and offers qualifications for those working, or looking to establish a career in, the securities and investment industry. 

For further information on Chase Belgrave please contact Marc Harris, Head of Marketing, Zurich, CH Tel: +41-(0)44-208-3156 or  [email protected]

For further information on the Chartered Institute for Securities & Investment contact LoraBenson, Head of Media, London UK Tel: +44-20-7645-0662 / +44-7801-521034 or [email protected]

SOURCE Chase Belgrave

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