David Morrey, Regulatory Partner, Head of Investment Management
David is a Regulatory partner in the Financial Services Group (FSG)'s regulatory risk management practice, and is also Head of Investment Management.
He help clients dealing with the challenges of current regulation or emerging requirements. David is one of the most active individuals in the UK carrying out 'Skilled Person Reviews' instigated by the regulator, alongside frequently advising firms on how to respond to regulatory investigations.
He has specialist expertise in a wide range of conduct matters, both wholesale market issues within the securities and investment management sectors, and retail issues within the wealth management, advisory and lending sectors.
He will be covering Brexit and the impact on Financial Services – and will likely also give a brief overview of current regulatory change including the impact of MiFID II, SM&CR.
|Event Date||Tuesday, 26 September 2017|
Jay is a member of the Bank's Greater London Agency Network, responsible for assessing economic and financial conditions affecting businesses, collecting market intelligence from the real-economy and providing input to the MPC and FPC.
As the Bank's “eyes, ears and voice”, he is also responsible for collecting information about trends and developments across the country, and explaining the Bank’s policy decisions to local businesses, industry and labour groups.
|Event Date||Tuesday, 20 June 2017|
Wealthify is a major player in the emerging robo-investing market. Conceived as a low-cost alternative to traditional investing, Wealthify is an online investment service open to anyone who wants start investing, regardless of income or experience, from tech-savvy millennials to experienced investors looking for a lower cost solution.
Michelle Pearce is Chief Investment Officer and co-founder of Wealthify. After leaving medical school to pursue a long-standing passion for investing, she began her career in Stockbroking, quickly completing the industry exams and moving to work as a discretionary Wealth Manager. However, she soon became frustrated with many aspects of the industry - the layers of unnecessary complexity in traditional wealth management, extortionate fees, and high minimums needed to get started. In a bid to address these failings and build a service designed for the 21st Century, she co-founded Wealthify in 2014.
|Event Date||Tuesday, 13 June 2017|
Based in London, Susannah is an independently-recognised expert in financial crime and related regulatory work. She advises a wide range of clients across industries on issues related to anti-corruption, sanctions, anti-money laundering, fraud, insider dealing and related issues, both contentious and non-contentious. A recognised expert in her field, Susannah is ranked in band 1 for corporate crime in Chambers UK 2013-2016. Global Investigations Review named her in their list of "40 Under 40 – the world's leading investigations specialists" in April 2014. She was appointed as one of the UK's first independent compliance monitors for the purposes of a World Bank and SFO settlement.
|Event Date||Wednesday, 24 May 2017|