Wealth & Asset Management
KPMG in the UK
Julie leads on Asset Management, Regulatory Change in the EMA FS Risk & Regulatory Insight Centre. Prior to joining KPMG in 2014, Julie spent 15 years at the Investment Association and its predecessors (IMA and AUTIF). On the creation of the IMA in 2002, she established the regulatory function, covering investment management regulation, buy-side dealing, segregated mandates, capital requirements and operations. She then focused on directing IMA’s work across all aspects of collective investment funds – product regulation, distribution, fund administration and financial reporting, tax and legal. Through many years of working with the European Federation (EFAMA), Julie has acquired a broad knowledge of the different fund and distribution structures around the EU.
1st class honours in Mathematics with Management Applications, University of Brunel
PhD in Applied Mathematics, University of Dundee