Giulia Lupato | Senior Policy Advisor

Giulia Lupato, Senior Policy Advisor, PIMFA

Giulia is a Senior Policy Advisor working on a wide range of regulatory and strategy matters such as markets integrity, data protection and digital innovation at UK and EU level.  She is an active member of the International Regulatory Strategy Group and runs a number of PIMFA Committees and working groups.   Since joining PIMFA (formerly the Wealth Management Association - WMA) in February 2015, Giulia has been actively advocating on behalf of the wealth management and financial advice industry with public bodies such as the Financial Conduct Authority (FCA), the National Crime Agency (NCA), Her Majesty’s Revenue & Customs (HMRC) and the European Securities & Markets Authority (ESMA). Giulia's previous work experience includes advisory roles in a family office and an international law firm, as well as a short stint as insolvency specialist in her native Italy. Giulia holds both Italian and English law degrees as well as a postgraduate degree in Institutional Relations.


Wealth 2.0 day 1 @ 16:20

Keynote panel discussion: Improving your customer’s digital experience to increase retention

  • What digital offerings are companies using to improve customer retention?
  • How does that experience change across different channels?
  • Avoiding abandonments through an improved customer experience
  • Loyalty schemes and rewards: What’s working?

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