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12 - 14 October 2021
Hilton BanksideLondon

Robert Forbes
Director SMF21/22, Head of CASS, IS Trust and IS Bank at RBC Investor & Treasury Services


Robert is Director of CASS at RBC Investor and Treasury Services a CASS large firm holding both the SMF 21 and 22 roles. Prior to this, he spent time at Lloyds Banking Group as a CASS adviser and at Brooks MacDonald where he was Head of Middle Office. The majority of his career was spent at Jupiter Asset Management, where he was the Senior Manager in charge of Operations. A member of the TISA Client Asset Committee and the CF10a discussion group as well as the CASS Large firm panel, Robert is also a Past President of the South East Branch of the Chartered Institute for Securities and Investments (CISI) and is a member of the London Operations Forum.

Agenda Sessions

  • Banking Exemption versus Client Money


Speakers at this event