ESG - The impact to Advisors and the suitability process
In March 2018 the European Commission published an Action Plan on Financial Sustainable Growth (the “Action Plan”) to help investors...
Bobbi is an Assistant Manager in Deloitte’s Financial Services Risk Advisory Practice. Bobbi specialises in providing regulatory risk advice across the Financial services industry, to include wealth managers and investment banks. Bobbi graduated from Aston University with a first class degree in Psychology and Business (Joint Honours). She has completed a diploma in CISI with the module of focus being Regulation & Compliance.
Financial Services Insights - Deloitte experts share their thought leadership and insights
In March 2018 the European Commission published an Action Plan on Financial Sustainable Growth (the “Action Plan”) to help investors...
On 13 June 2019, the FCA addressed a Dear CEO letter to Wealth Management and Stockbroking firms setting out its view of the key risks of...
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