New Members and Upgrades

Chartered FCSI Chartered MCSI MCSI

Bank of New York Mellon Steven Helyar Arbuthnot Latham Felicity Limer Aberdeen Asset Bestinvest Stefan Palenski Barclays Effimia Geraki Management Sarah Malik Halina Coltart Beaufort Securities Andrew Hooper Adam & Co James Coppell Philip Lee Oliver Findlay Brewin Dolphin Rachel Biggar Eric Lymburn Gordie Houston Andrew Williams Peter Meckiff Gerard Maguire Canaccord Genuity Wealth Philip Simmonds David Seaton Peter McCallum Nicholas Wilson Charles Stanley James Stewart- Philip Murrison Smith Peter Verrell Capital International David Long Churchill Wealth Gareth Welshman Charles Stanley Timothy Markham Management Matthew Barwick- Gerard Wilson Edward Rust Barrett Anderson Anderson C. Hoare & Co Robert Inglis CISI Edward Bace & Brown Stuart Ritchie Samuel Grayland Coutts Anthony Bridge Ashcourt Rowan Valerie Partridge Cunningham Coates Ryan Cornett Richard Brown Barclays Lee Cotton Deutsche Antonietta Manzi Martin Carter Stuart Cummins HSBC Nicholas Cliffe Andrew Jackson Christopher Russell Scott Kelley George Carbutt BlackRock Nicola Hylton Matthew Marsden David Henderson Brewin Dolphin Paul Colley Kevin O’Malley Gordon McAndrew Alexander Ellis Hugo Pratt Joanne Sumner Luke Evans Ian Smith EFG Rachael Jenner Adrian Jones J&E Davy Andrew Campbell Fiske Alan Meech David Goodliffe JTC Guernsey David Reynolds Guernsey Financial Brown Shipley Neil Mitchell Killik & Co Paul Martin Services Commission Amanda De Butterfield Private Bank Neal Churchill Carteret Paul O’Neill Redmayne-Bentley Philip Carpenter Habibsons Bank Sameer Mhatay C Hoare & Co Thomas Richard Smith & Williamson Ciaran Preshur Orange Hargreave Hale Elizabeth Arliss Stephen Lennon Cambridge Associates Karin Maschler Thesis James Nield HSBC Sarah Moreton Damian Paul CBH Compagnie UBS Martin Pollard Timothy Ridge Bancaire Helvetique Russell Harless University Of Westminster Wing Shan So Charles Stanley Charlotte Benge Business School Harry Thapar Malini Varma Robert Clarke Investec James Hector Reid Philippa Fielding Falconer Paul Russell Sebastian Steyne Minal Shah Mary Young Citi Colin Gardner Jardine Lloyd Stewart Thompson Group Rowan Speckham Citibank Samir Patel JHC Kevin Sloane CLFIS Amanda Ryan Lloyds TSB Glenn Dawson Coutts Richard Davies Rathbones Caroline Macintyre CPA Audit Yan Li Raymond James Charles Campbell Deloitte Ryan Keogh RBC David McFadzean Deutsche Bank Jennifer Cookson Helen Romeril Mark Osment SI Capital Philip Scott DIAM International Anna Writer Smith & Williamson Genevra Banszky Ernst & Young Andrew Taberham Von Ambroz Fleet Street Publications Phillip Oakley St. James’s Place Geoffrey FXCM Securities Simon Foster Winchester Gemini Wealth Gary Holmes Management Christopher Hill Strategic Solutions Kevin Forbes Hargreave Hale Thomas Yeomans The Share Centre David Elliott Heartwood Wealth TJM Partnership Syed Hossain Management Gordon Hay UBS Andrew Little HSBC Tracey Beechey Victoria Capital Inno Van Den Berg Benjamin Carder Zurich International Life Gregorio Loayon Mohamed Jabeer Craig Ring Others Matthew Kiernan Trevor Turner Lacey Benjamin Washington Dean Watton New Members and Upgrades

Integral Asset Others Stuart Rankin J.P.Morgan Amin Hashemi Management Christopher Gerald Sanford JM Finn Clara Durodie Leyshon Craig Taylor JN Financial Joseph Devine Integrated Financial Simon Turner JPMorgan Chase Bank Alexandros Arrangements Neil Worrell Nicholas Walton-Cole Yee Wah Wong Gotsopoulos Investec Alison Hamer Jennifer Yu Killik & Co James Irvine- Catherine Jones Fortescue Robert Kay Bruce Kirkcaldy London & Capital Robert Burns Bobby Owen ACSI Mitsubishi Heidi O’Carroll Kirsty Sharp Mondial Academy Simon Ferbrache Johnston Campbell Jamesina Doble Actus Stephen Marsh Ekaterina Zhdanova Killik Damien Syrett Adam & Co Kyle Burrowes Multrees Investor Services Michael Hickey Kleinwort Benson Lucy Gazmararian Alexander David Securities Kevin Reid Paul E Schweder Miller Keith Hughes LCH. Clearnet Limited Denise Holder Arjent Yusuf Mohmmed Phileleftheros Public Mario Menz Banque Havilland David Weller Company Michalis Karis Newedge Group Srividhya Ratnam Barnes & Sherwood Stewart McRae Prydis Wealth Paul White Nortons Corporate Finance Andrew Grimmer Bartholomew Hawkins Mark Carnevale Rathbones James Beattie Victoria Edgar Ogier Group Services Sarah Sandiford Beaufort Securities Mutaib Malik RBC Lee Bradbury Rathbones Daniel Ball Bestinvest Sam Carleton Caroline Bromwich Jonathan Brock Beta 2 James Christopher Gautam Chadda Camilla Klemme Moyses Guy Huntrods Stephen Quick Raphael Kunwar Philip Young Blacktower Financial Antonio Rosa William Rogers RBC Hugo Brassey BNP Paribas Claire Gillespie Evangelos Karatzas James Smith Simon De Ferrer Christopher Sykes Michael Greenwood Jacqueline Kok Redmayne-Bentley Lucy Boldy Andrew Jones Ewan Mackintosh Cristina Pratesi Sanlam Private RBS Graham Brett David Webb Investments Peter Finnigan Paul Fletcher Nicholas Hutchins Broadgate Mercury Anthony Akrasi SG Hambros Bank Hanna Eriksson Anthony Letmon Butterfield Bank Darren Gholamian Shaun Asset Management Shaun Vikraman David Woodhead Redmayne-Bentley Lauren Charnley Smith & Williamson Sian Wood Central Markets Mark Jarrett Ruffer Patricia Houston Stanhope Capital Mirko Backovic Charles Stanley Clare Bartropp Sanlam Group Katrina Tabor Thurleigh Investment James Silcock Scottsdale Consulting James Scott Dunlop Managers James von Simson CISI Claudia Vieira Costa SG Hambros Bank Mark Adams TJM Partnership Jack Hollick Citi Private Bank David Carrera de Julian Pepper TradeSlide Trading Tech Juan Colon Bolea Manuel Standard Bank Justin Maloney Polina Poluneeva Victoria Private Standard Life Nicholas Minto Credit Suisse Devpal Bhachu Investment Office Victoria Walker TD Direct Darren Hepworth Pier Leon VTB Capital Toby Matthews Thesis Asset Management Sam Lansdowne DAC Beachcroft Philip Walton Waverton Investment Management Stephen Browne UBS Warren Allen Deutsche Bank Stefan Cooksammy Barry Martin Jonathan Ferrara Emergo Wealth Stelios Procopiou Rene Naya Moshe Langerman Equiniti Nirjhar Shrestha Gregory Smith Christoph Roeder David Scordino Financial Conduct Sunil Patel Authority Moradeke Eniade Sami Tamim ZAI Corporate Finance Viacheslav Alexander Wilson Fireflock.com Callum Campbell Slavinskiy UK Portfolio Management Stephen Chew Global Reach Partners Mark Ackroyd Others Robert Barfield Waverton Investment Torrance Callander Nicholas Khan- Management David Chaplin Daniel Harden Roper Mark Phillip Olaolu Oluwarotimi William Francklin Thompson Salako Charles Hemphill Katrina Norris Heartwood Wealth Management Tracey Davidson WAY Fund Managers Oyegbeminiyi Tracy Lendon Oworu Hume Capital Securities Abigail Wayne This list includes admissions WHI Stockbrokers Roy Dodds and upgrades from International Financial 25 February to 1 April 2014 World First UK Gregory Smith Data Services Frances O`Keefe

Membership upgrade correction We would like to point out that Roger Quirk, listed in the April edition as being upgraded to Chartered MCSI status, no longer works for Falcon Private Wealth. Apologies for the error.