Share The Wealth: Recent Episodes
Killik
Sarah Threadgould provides a look into her career journey from Procter & Gamble via HSBC, all the way to Killik & Co. Sarah discusses the similarities and the differences of working as a Marketing professional in these varying sectors and what lessons can be drawn from this. Also discussed are the challenges and opportunities presented by regulation when considering the best ways to communicate with our audience.
In this episode we talk to Clem MacTaggart, Chief Strategy Officer of Killik & Co.
Clem describes his journey to a career in financial services, his experience of working with evolving regulation through the years, and his belief that regulatory change presents opportunities that adaptable firms like Killik & Co can take advantage of.
In this episode, I talk to Heidi Richer, member of the Compliance Team and Data Protection Officer. We discuss Heidi's route into her role in financial regulation and how she designs and conducts monitoring. Heidi provides insight into the average day of a Data Protection Officer and how data protection issues, including breaches, are dealt with.
In this episode I am joined by Tracy Puttock. Tracy is a Risk Management expert with over thirty years of experience in implementing risk frameworks and teaching firms and individuals the benefits of risk. She details how finance professionals should consider the benefits of taking risk, as well as the pitfalls.
In this episode I am joined by Julie Steele, Compliance Manager and Money Laundering Reporting Officer. Julie has worked for Killik for 10 years, gaining experience in all aspects of compliance within the wealth management sector, but especially Wealth Planning and financial Crime. We will be discussing some of the key compliance challenges of today, how financial crime risk remains an ever-present threat and the ways in which everyone in the organisation has a role to play in protecting the business and its clients from harm.