Chartered Wealth Manager & Investment Migration Analyst
CISI Level 7 Chartered Wealth Manager and MSc Global Finance graduate specialising in cross-border investment structures, Lombard lending for golden visa financing, and tax-efficient residency planning for high-net-worth investors.
CISI Level 7 Chartered Wealth Manager
Chartered Institute for Securities & Investment (CISI)
Verify credentials →MSc Global Finance
City, University of London
Law Degree (LLB)
Bachelor of Laws
The CISI Level 7 Chartered Wealth Manager designation is the highest professional qualification awarded by the Chartered Institute for Securities & Investment (CISI) — the UK's leading financial services professional body. It requires advanced examinations in investment management, financial planning, and wealth structuring, plus a minimum of five years of relevant professional experience. It is publicly verifiable via the CISI member directory.
Golden visa decisions involve significant capital allocation, tax structuring, portfolio leverage, and cross-border financial planning — domains that immigration consultants are not qualified to advise on. A CISI Level 7 Chartered Wealth Manager brings institutional financial analysis: Lombard loan structuring, margin call risk management, tax treaty analysis, and portfolio impact modelling.
CISI member credentials are publicly verifiable via the CISI member directory at cisi.org. You can search for Marcus Chen's name to confirm active CISI Level 7 Chartered Wealth Manager status.
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