Erik Morgan

Managing Director, Global Due Diligence, Global Client Operations, RBC Investor Services

Erik Morgan

Managing Director, Global Due Diligence, Global Client Operations, RBC Investor Services

Biography

As Head of Global Due Diligence for RBC Investor & Treasurey Services (I&TS), Erik Morgan is responsible for aligning and enhancing all client due diligence, activities across the business, and developing client-centric solutions.

Erik joined RBC I&TS from J.P. Morgan where he was most recently Executive Director, Wholesale Client Onboarding, and helped to establish the firm’s Global Funds Policy, the Quality Assurance program and reengineered the KYC (Know Your Client) due diligence infrastructure and procedures. Prior to that, Erik was EMEA Head of KYC and Head of Global Remediation at HSBC Plc. He has also held similar roles at other investment banks including Barclays, Goldman Sachs and Societe Generale.

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