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Client Assets Protection Forum
June 2027
London, UK

Jane White
Head of CASS at Titan Wealth
Speaker

Profile

Jane has worked for Titan Wealth Holdings as Head of CASS since January 2025, with CASS oversight responsibility for the legal entities within the group with client asset permissions. Holding the SMF18 function with responsibility for the client asset prescribed function. Previously, Jane worked for Pershing Limited, an affiliate of Pershing, a BNY Mellon company since March 2010. Jane initially worked within the Compliance Department at Pershing Limited. In December 2019, Jane moved to head up the Client Asset Protection and Network Management Teams within Pershing managing 5 individuals. Jane held the senior management responsibility for client assets for Pershing in the UK and Ireland and held an Executive Director role for the Pershing Ireland legal entity, Pershing Securities International Limited.

Agenda Sessions

  • CASS simplification: Reducing unnecessary burdens to align CASS with successful operational practice

    14:35

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