10th Annual Client Assets Protection Forum is part of the Informa Connect Division of Informa PLC

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Robert Forbes
Director CASS, CF10a at RBC Investor & Treasury Services


Robert joined RBC Investor and Treasury Services a CASS large firm as CF10a, Director CASS in March 2015. 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, Robert is also President of the South East Branch of the Chartered Institute for Securities and Investments (CISI) and is a member of the London Operations Forum.

Robert Forbes's Network

Agenda Sessions

  • Evolving Best Practice in Outsourcing Governance & Oversight

  • Understanding and Overcoming the Challenges of Record-Keeping & Reconciliations