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 for 5 years within their EMEA Wealth and Investor Services business where he led Citi’s entry into the UK wealth market and the development of its client proposition.
Duncan spent 9 years at Brown Shipley & Co Private Bank as head of their Operations and Change Management functions and 13 years at Legal & General in 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, where he sat on the exam panel for the CISI Diploma’s Global Operations Management paper for several years. Duncan holds a BA (Hons) degree in Business Studies.
Away from work, Duncan occasionally finds time to enjoy his family when he’s not golfing, running or watching some form of sport!