PIMFA Virtual Event: Operational Resilience for Firms

Giulia is a Senior Policy Advisor working on a wide range of regulatory and strategy matters such as markets integrity, data protection and digital innovation both at UK and EU level.  She is also an active member of the International Regulatory Strategy Group and runs a number of PIMFA Committees and working groups.

Since joining PIMFA  (then known as the Wealth Management Association) in February 2015, Giulia has been actively advocating on behalf of the wealth management and financial advice industry with regulators and other government departments and bodies.

Giulia’s previous work experience includes advisory roles in a family office and an international law firm, as well as a short stint as insolvency specialist in her native Italy.

Giulia holds both Italian and English law degrees as well as a postgraduate degree in institutional relations.

Giulia is a Chartered Member of the Chartered Institute of Securities and Investments.

Kelechi is a Director in the Risk practice, focused on Technology and Operational Resilience. He works with organisations to build or enhance their ability to withstand disruption to key business processes/systems or respond to significant incidents. Kelechi also advises clients on how to optimise their technology functions and operating models, to help drive efficiency and service quality. Kelechi specialises in Financial services; however, his Resilience work spans multiple industries including Nuclear, Utilities and Public Sector.

Stefan is a Manager in PwC UK’s Asset and Wealth Management Regulatory Practice focusing on prudential regulation. 

Stefan has worked closely with a broad range of Asset and Wealth Management clients as they prepare for the impact of the new regime. In particular he has focussed on helping firm’s assess and prepare for the impact of the new regime on their approach to risk, capital and liquidity management. This work has followed several years of supporting firms as they continue to develop and enhance their Internal Capital Adequacy Assessment Process and Pillar 2 Methodology.

Stefan is also a chartered accountant with the ICAEW and has a background in financial statements and CASS auditing for Asset and Wealth management firms.

Mo is a specialist in our FS Resilience and Risk Management practice with over 8 years of experience helping clients to deliver regulatory remediation and compliance programmes, and 4 years specialising on supporting Global Financial Institutions with complex Third Party Risk Management remediation programmes. Mo is an expert on the EBA Outsourcing Guidelines and PRA requirements on Outsourcing and Third Party Risk management, including integration of Operational Resilience requirements.

Kelechi is a Director in the Risk practice, focused on Technology and Operational Resilience. He works with organisations to build or enhance their ability to withstand disruption to key business processes/systems or respond to significant incidents. Kelechi also advises clients on how to optimise their technology functions and operating models, to help drive efficiency and service quality. Kelechi specialises in Financial services; however, his Resilience work spans multiple industries including Nuclear, Utilities and Public Sector.

Kelechi is a Director in the Risk practice, focused on Technology and Operational Resilience. He works with organisations to build or enhance their ability to withstand disruption to key business processes/systems or respond to significant incidents. Kelechi also advises clients on how to optimise their technology functions and operating models, to help drive efficiency and service quality. Kelechi specialises in Financial services; however, his Resilience work spans multiple industries including Nuclear, Utilities and Public Sector.

Stefan is a Manager in PwC UK’s Asset and Wealth Management Regulatory Practice focusing on prudential regulation. 

Stefan has worked closely with a broad range of Asset and Wealth Management clients as they prepare for the impact of the new regime. In particular he has focussed on helping firm’s assess and prepare for the impact of the new regime on their approach to risk, capital and liquidity management. This work has followed several years of supporting firms as they continue to develop and enhance their Internal Capital Adequacy Assessment Process and Pillar 2 Methodology.

Stefan is also a chartered accountant with the ICAEW and has a background in financial statements and CASS auditing for Asset and Wealth management firms.

Mo is a specialist in our FS Resilience and Risk Management practice with over 8 years of experience helping clients to deliver regulatory remediation and compliance programmes, and 4 years specialising on supporting Global Financial Institutions with complex Third Party Risk Management remediation programmes. Mo is an expert on the EBA Outsourcing Guidelines and PRA requirements on Outsourcing and Third Party Risk management, including integration of Operational Resilience requirements.

Giulia is a Senior Policy Advisor working on a wide range of regulatory and strategy matters such as markets integrity, data protection and digital innovation both at UK and EU level.  She is also an active member of the International Regulatory Strategy Group and runs a number of PIMFA Committees and working groups.

Since joining PIMFA  (then known as the Wealth Management Association) in February 2015, Giulia has been actively advocating on behalf of the wealth management and financial advice industry with regulators and other government departments and bodies.

Giulia’s previous work experience includes advisory roles in a family office and an international law firm, as well as a short stint as insolvency specialist in her native Italy.

Giulia holds both Italian and English law degrees as well as a postgraduate degree in institutional relations.

Giulia is a Chartered Member of the Chartered Institute of Securities and Investments.