Douglas Barton

Managing Director Head of Audit Retail Banking and Wealth Hsbc Uk @香港匯豐銀行

Edinburgh, GB
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WORK HISTORY

May 2025 — Present

Managing Director Head of Audit Retail Banking and Wealth Hsbc Uk @香港匯豐銀行

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Birmingham, GB

EDUCATION

2010 — 2012

Edinburgh Napier University

BA, Financial Services Management

N/A

Saïd Business School, University of Oxford

Sustainability Studies

2000 — 2015

Chartered Insurance Institute

FPFS, Chartered Financial Planner

2019 — 2023

Association of Certified Anti-Money Laundering Specialists

CAMS, CGSS, CCAS, AML / CTF

2016 — 2017

The Institute Of Internal Auditors

Certified Internal Auditor, CIA; Certified Financial Services Auditor, CFSA

2019 — 2024

Edinburgh Business School, Heriot-Watt University

Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law

SKILLS

Relationship ManagementWealth Management ServicesPortfolio ManagementFinancial ServicesPrivate BankingDerivativesFinancial PlanningFundingWealth ManagementHigh Net Worth IndividualsEquitiesFixed IncomeFinancial PlannersInheritance Tax PlanningWealthAsset ManagementInvestment ManagementStrategyAsset AllocationBankingMutual FundsInvestmentsHedge FundsRestructuringInvestment AdvisoryAlternative InvestmentsRetirement PlanningFinancial AdvisoryEstate PlanningPensions

ABOUT DOUGLAS BARTON

Highly motivated professional with over 20 years’ experience in Banking and Wealth Management, Regulatory Compliance, Audit and Enterprise Risk Management. Key strengths include leading, planning and executing complex regulatory oversight engagements covering retail and wholesale banking, capital markets and securities. Specialist experience in areas including Conduct and Customer Remediation, MiFID II (including trading and best execution), CASS, Trade Surveillance, Whistleblowing oversight and control enhancement programmes. Expert in regulatory principles, requirements and expectations through interaction with both the FCA and Professional bodies. Proven leadership, change management and analytical ability with excellent stakeholder management and communication skills. Regulatory technical author and exam writer across multiple disciplines and jurisdictions.

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Douglas Barton — Managing Director Head of Audit Retail Banking and Wealth Hsbc Uk at 香港匯豐銀行 in Edinburgh, GB | Unifers