Adam Morgan

Adam Morgan is an experienced financial professional currently serving as a Personal Wealth Advisor at Schroders Personal Wealth since January 2019, where the focus is on delivering comprehensive financial planning for high net worth clients through discretionary managed investment services. Prior to this role, Adam worked at Lloyds Banking Group as an Investment Reviewer from January 2015 to January 2019, overseeing the management and rebalancing of discretionary managed portfolios. Adam's career began at OSTC (WALES) LTD as a Financial Trader from September 2012 to January 2015, implementing various trading strategies in futures markets, including commodities. Adam holds a Bachelor's degree in Mathematics from Swansea University, obtained between 2009 and 2012.