Adam Atkinson

Adam Atkinson serves as the Head of CASS Oversight at Schroders Personal Wealth since November 2019, where responsibilities encompass designing and implementing the CASS target operating model, ensuring comprehensive compliance, and mitigating risks through robust policies. Prior to this role, Atkinson led CASS CRS and FATCA Compliance at Lloyds Banking Group, overseeing compliance across the Commercial Bank and managing complex legacy portfolios. Experience also includes a position at Halifax Share Dealing Limited, where leadership focused on daily CASS compliance and regulatory changes, and earlier roles at Deloitte UK and Inchcape Retail UK that involved audit assurance and accounts receivable management. Atkinson holds relevant certifications from The Chartered Institute for Securities & Investment and ICAEW, complemented by a BA in Business Management from York College.