Julian is a Founding Member of Kinetic Partners, a global professional services boutique focused on the investment management industry. Kinetic Partners services both onshore and offshore clients from offices in London and Dublin, and will soon be opening an office in the Cayman Islands, with other global offices to follow. Julian has worked in the financial services industry for the last 20 years and was head of the financial services consultancy practice within RSM Robson Rhodes.
His main areas of expertise are in the specification of accounting, management information and control systems, organisation structures and reporting pathways for financial institutions to ensure compliance with relevant regulation and best practice. Julian has pioneered the integration of compliance culture into the heart of organisations. His extensive knowledge of compliance and business processes in a wide range of financial services institutions include: retail and investment banking, investment management, wealth management, PEPs, ISAs and tax incentivised products and stockbroking.
