Ms Julie Patterson

Director, Investment Management, Regulatory Change

KPMG in the UK

Julie is the Head of the Regulatory Centre of Excellence for Investment Management Regulation. Prior to joining KPMG in 2014, Julie spent 15 years at the Investment Management Association and its predecessor (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. In recent years, she has 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.

Areas of expertise

Advisory Financial Risk Management Financial Services Investment Management Regulatory Risk Risk Consulting

Education and qualifications

  • 1st class honours in Mathematics with Management Applications, University of Brunel

  • PhD in Applied Mathematics, University of Dundee

Connect with me

  • London, GB
 

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