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View the article online at http://citywire.co.uk/wealth-manager/article/a744389

ARC Manager Focus: Duncan Lawrie Private Banking

on Apr 04, 2014 at 09:02

In a new feature we team up with Asset Risk Consultants to get under the bonnet of wealth firms.

First up is private bank Duncan Lawrie.

Tell us about you

Duncan Lawrie is a niche private bank and wealth manager with offices in Belgravia, Kent, Bristol and the Isle of Man, serving private individuals, family businesses, trusts, and charities with between c£500k and £5m in investible assets. 

We are committed to providing our clients with a broad spectrum of financial expertise in a range of services including banking, wealth management and other specialist services such as financial planning, tax advice and international fiduciary services.

Duncan Lawrie is a wholly owned subsidiary of Camellia Plc, a holding company with varied interests around the world which is listed on the London Stock Exchange and employs 73,000 worldwide.

Taking our parent’s lead, our whole ethos is founded on prudence and a long-term perspective – both in terms of relationships and how we manage a client’s wealth. Our Investment Managers have been with us for an average of over 10 years, providing a continuity and longevity in relationships that is crucial to building trust and serving clients to a consistently high quality.

Describe your investment philosophy

When making investments on behalf of our clients, we take a long-term view, looking for investments that can provide progressive and sustainable growth over a long period of time.

We have no in-house funds or products, so we assess investment opportunities for our clients impartially and objectively. When investing directly in businesses, we look for strong management, investment-led growth and high returns on capital. When entrusting our clients’ money to third-party fund managers, we look for continuity and proven track records.

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