We aim to enhance the real value of your portfolio by conservative investment in global equities, fixed income markets, property assets and cash.
Our approach
Duncan Lawrie’s philosophy focuses on the provision of exceptional personal service that is friendly and efficient. You will benefit from regular communication designed to suit your individual circumstances.
We recognise your financial goals and reflect them in your portfolio, as governed by your attitude to risk.
Asset allocation model
Our core investment strategy is designed to offer:
- Access to the major bond, equity and commercial property markets,
- Global exposure, and
- Diversification.
The allocation of assets between these classes is determined by our view of the economic outlook which is assessed and decided by the Investment Policy Forum, an internal group of sector specialists comprising investment managers and directors, who meet on a regular basis throughout the year.
Investment Research
Our Research Team provides this Forum with vital analytical information and recommendations. The research process relies on input from various sources including meetings with company executives from a wide range of industries. This detailed research underpins our investment strategy.