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Karen Bond

Karen Bond
Office:
London, UK
Phone:
+44 (0)20 7015 8750
Contact:
E-mail
vCard

Karen is a Director in the Financial Services practice, and is an experienced Operations practitioner, including roles as a COO and managing front office administration. She has over 28 years’ experience in Financial Services and has delivered a variety of assignments. These include support for Wrap providers, market makers, wealth managers, stockbrokers and outsource providers; the review, benchmarking and selection of providers and systems for front offices and operational areas; business process review and operational model design; and regulatory support and training covering RDR, Client Money, ISA administration and changes, MiFID and TCF.

Articles by Karen Bond

Outsourcing – Are You a Master of the Game?

Despite the prevalence of Outsourcing as a model across many aspects of asset management business, there are many aspects to think about in order to master the challenge. In edition of Advantage, Navigant experts have compiled a series of short discussions that share their views on the typical areas of fear and uncertainty when it comes to outsourcing.

 Newsletter
Client Money Changes for SIPP Trustees

With plenty of other distractions during the current economic crisis, it may have slipped under some firms’ radars, but the recent changes to the FSA rulebook could mean some significant changes for trustees of Self-Invested Personal Pensions.

 Article
Client Money – Acting on Principle or Counting the Pennies?

Everyone thinks they understand the principles of Client Money, but the rules are complicated.

 Article
CASS Compliance – A Cautionary Tale

Karen Bond, a Director in Navigant's Financial Services practice, discusses scope of the FSA’s CASS regulatory requirements facing those holding the CF10a oversight role.

 Video
Safety Starts with Knowing Where Assets Are Held

In this Financial Times article, Karen Bond, a Director in the Financial Services practice, asks the question, "What can be done to ensure assets are properly protected without ever more complex and costly regulation?"

 Article
An Olympic Tug of War

As 2012 progresses and product providers, advisers and platforms vie for revenues post-RDR, we discuss the need for the qualities required in a tug of war, looking at the tensions that will play out as market participants develop and negotiate pricing and revenue streams for 2013 and beyond.

 White Paper
Navigant Advantage: Apply to Comply - Regulatory Requirements are in the Spotlight

In this issue we explore the implications of divergent audit and legal opinions for CASS Client Money policies – Karen Bond asks Client Money - Who do you Trust, and invites you to our Client Money Matters workshop at the Navigant office next to the Guildhall, just prior to the nearby TISA Conference on Wednesday 16th November.

 Link
Implications of Lehman's Case Law

Karen Bond, a Director in Navigant's Financial Services practice, following recent Lehman’s case law outcomes, comments on the impacts on the UK’s client money rules that are likely to arise.

 Video

Industry Specialization

  • Financial Services

Functional Expertise

  • Asset Management
  • Business Process Improvement
  • Outsourcing Advisory
  • Performance / Quality Improvement