We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
Duncan’s skills and experience span the Wealth, Investment Management, Funds and Life & Pensions sectors. Immediately prior to joining Saunderson House, he was a Director at Citi within their EMEA Wealth and Investor Services businesses.
Duncan led the Operations and Change functions at Brown Shipley & Co Private Bank and started his career at Legal & General, where he held various management, project and specialist positions.
Duncan is a Fellow of the Association of Chartered Certified Accountants, Associate of the Chartered Institute of Taxation and a Member of the Chartered Institute for Securities & Investment. Duncan holds an honours degree in Business Management.
