Duncan Lawrie Briefing - September 2009

Phil Degen explains what asset allocation means and details the Duncan Lawrie process. Peter Smith details the long term financial planning trends he’s witnessed as he prepares for his retirement after 47 years in the industry. He also points out the value of investing in a pension and Peter Ostacchini tells us about recent developments in the banking division.

To view full briefing, please download the PDF file from the link on the right.