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ARC Manager Focus: Duncan Lawrie Private Banking
on Apr 04, 2014 at 09:02
We do not believe in a ‘one size fits all’ approach – we are a private bank and pride ourselves on our personal service. This extends to investment management, where we aim to build diverse portfolios that meet our clients’ individual circumstances and objectives.
At a Glance
Total AUM: £787 million
Private client: £763 million
Split of asset by type
Advisory & execution only: 10%
Managed fund service: 3%
How much discretion does an individual manager have over construction of a clients' portfolio?
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