I specialise in training boards, senior managers and other staff on the impact of regulation and regulatory change. I am a CFA Charterholder and Chartered Fellow of the CISI, with over twenty years’ industry experience. With a background in compliance in private banking and wealth management I have a particular interest in effective corporate governance and the management of compliance and regulatory risk. My interests also include issues relating to sustainable finance/ESG and climate risk, conduct and culture (including non-financial misconduct), and all aspects of financial crime prevention Recent assignments have included briefing multiple boards and executive teams on the implementation of the Consumer Duty, delivering compliance and ethics training for senior managers and front-office staff and creating a user-friendly risk and compliance handbook for a major international bank.My training style is highly interactive, seeking to engage participants with the relevant issues through the use of case studies, group discussion and real-life examples. Although based in the UK, I work internationally – recent assignments have included Dubai, Zurich, Mauritius and Saudi Arabia. I am an active member of the CISI and was previously the Chair of the Training, Competence and Culture Interest Group. I currently serve as co-Chair of the CISI Review Editorial Panel.
Listed skills include Compliance, Training, Fca Regulation, Anti Money Laundering, and 15 others.