Rhodri Taylor

Account Manager – Private Clients

Speaking with clients every day, sharing our market and fund updates, as well as fostering strong relationships built on trust and confidence allows us to realise our investors financial goals.
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ABOUT Rhodri

Account Manager – Private Clients

Master of Science (Business Management and Accounting), Bachelor of English Literature, ASIC Regulation Guide 146 accredited.

Rhodri joined Montgomery Investment Management in August 2024 as an Account Manager for Private Clients.

Rhodri has worked within equities advisory, private wealth, and alternative investments for 4 years across London, Dubai and Australia. Rhodri holds a Master of Science (Business Management and Accounting) and a Bachelor of English Literature from Cardiff University, Wales.

For private client enquires, contact Rhodri on (02) 8046 5000, or by email


Founder and Chairman
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Chief Executive Officer
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Head of Distribution
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Head of Operations
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National Account Manager
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National Account Manager
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National Account Manager
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National Account Manager
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Marketing and Communications Manager
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Portfolio Manager
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Portfolio Manager
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Head of Marketing and Communications
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Chief Investment Officer
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Senior Portfolio Manager
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Investment Analyst
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Senior Portfolio Risk Manager
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Account Manager – Private Clients
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Head of Institutional
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Have a question? Chat to one of our team members today.

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David Buckland
Chief Executive Officer
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Toby Roberts
National Account Manager
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