Patricia Celata - Davies

Patricia Celata

Director

Asset & Wealth Management

I have worked in the financial services industry for over 20 years, starting my career in accountancy where I gained valuable experience assisting SMEs and acting as a fund accountant. Over the last 10 years my focus has been in risk management and regulation predominately in the wealth management and banking sectors.

More recently I’ve been providing assurance services in the areas of SMCR, operational resilience, conduct and culture and the effectiveness of the lines of defence for risk management. When working with clients, my approach is collaborative and empathetic aiming to provide pragmatic solutions to the challenges encountered. 

Authored Content

Asset & Wealth Management
A gavel strikes as judges deliberate on financial law revealing tensions in the stock market.

UK Economic Growth: A Unified Approach

The UK government’s growth remit letter has inspired reforms from UK regulators to encourage innovation, ease regulations, and boost collaboration—learn more about the potential benefits for the asset and wealth management industry.

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Asset & Wealth Management
Consumer Duty report analysis

Navigating the first Consumer Duty Board Report and beyond

Crafting Your Consumer Duty Board Report: Key Elements and Practical Tips

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Asset & Wealth Management
Davies Placeholder logo

Consumer Duty – Don’t tell me it’s over….

Implementation areas that need addressing.

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Asset & Wealth Management
Davies Placeholder logo

Davies ‘Consumer Duty Market Insights’ Survey 2023

The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.

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Asset & Wealth Management

Davies ‘Consumer Duty Market Insights’ Survey 2023

The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.

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Asset & Wealth Management

Consumer Duty – a formula for successful management reporting

Why Einstein's theory of relativity offers lessons for management information

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