The Chartered Institute for Securities & Investment (CISI) has appointed Hannah Daniel, Chartered MCSI, as the new President of the Yorkshire committee.

She takes over from Rebecca Keating, Chartered MCSI.

The CISI is the professional body which awards the Certified Financial Planner designation in the UK and has 50,000 members, nearly half of them students.

Ms Daniel is an investment manager at LGT Wealth Management based in Leeds. She has more than eight years of experience in wealth management and joined LGT following the acquisition of Abrdn's discretionary investment management business in 2023.

Since joining the CISI Yorkshire committee in 2020, she has organised various social and continuing professional development (CPD) events. Her current focus is promoting the CISI Young Professionals' Network locally.

Ms Daniel said: “I look forward to working with the team to continue building relationships with local schools and universities to support students embarking on their careers. It’ll be nice to catch up with fellow industry practitioners at our social and CPD events.”

Tracy Vegro, CISI chief executive, said: “This is an exciting time for the Yorkshire branch, with lots happening as we welcome Hannah into her new role on the committee. We would like to thank the outgoing president, Rebecca Keating, for her service and dedication to the committee over the past few years.”