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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

Discretionary: 87&

Advisory & execution only: 10%

Managed fund service: 3%

(Jan 2014)

How much discretion does an individual manager have over construction of a clients' portfolio?

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