With over 20 years experience in Private Wealth Management, Duncan has a strong belief that financial advice starts by putting clients’ needs first and long term preservation should form part of the core strategy when making investment decisions.

“Being independent means I am in the best place possible to deliver and get the results our clients expect”

Duncan spent 10 years working for Kleinwort Hambros in Jersey (formerly SG Hambros) as a Senior Private Banker before moving to London to join Julius Baer in 2017. Prior to this he was employed with Citibank and Lloyds Banking Group also focusing on Private clients.

His experience covers dealing with clients from all walks of life; finance executives, UK non-doms, property developers, business owners and UK retirees. In recognition of his exceptional business performance, in 2014 Duncan was awarded European Rising Star at the Wealthbriefing Awards in London.

Duncan is a chartered member of the Securities & Investment Institute and the London Institute of Banking & Finance, he holds the Level 6 PCIAM, Level 4 CEMAP qualifications and CeRER Certificate in Equity Release.