Richard Morgan

Richard is a Client Service Executive at Rathbones, responsible for delivering exceptional support to private clients, financial advisers, and third-party intermediaries. With a strong focus on client experience, Richard helps play a key role in ensuring the smooth onboarding, administration, and ongoing servicing of investment portfolios. With over 20 years in the Financial Services industry having worked for the likes of Brewin Dolphin and Investec Wealth & Investment, Richard has developed a deep understanding of client needs and operational processes, working closely with Investment Managers to maintain high service standards. He prides himself on being responsive, detail-oriented, and committed to building long-term client relationships.