We will work to increase the real value of your portfolio, through conservative investment in global equities, fixed income markets, property assets and cash.

Wherever you are based in the world, we will design and create your bespoke portfolio to reflect your financial goals and your attitude to investment risk, using the best combination of investments to produce the balance of income and capital growth you want.

Our approach

Duncan Lawrie’s philosophy focuses on providing friendly, efficient personal service at all times. Your personal Relationship Manager will always be your main point of contact and your channel to tailored advice and products designed to suit your individual circumstances.

How we divide your assets between investment types

Unless you instruct us otherwise, your portfolio will include:

• Access to the major bond, equity and commercial property markets
• Global exposure, to take advantage of opportunities in overseas markets
• Diversification, to make sure you are not over-exposed to risk by placing too much of your investment in a single sector or market.

We allocate your investments between these classes according to our view of the economic outlook. This is assessed and decided by our investment policy forum, which meets regularly throughout the year. The forum is an internal group of investment managers and directors who specialise in various investment sectors.

Investment research

Our research team provides the forum with vital analytical information and recommendations. Their research is based on input from various sources, including meetings with company executives from a wide range of industries. This detailed research is absolutely central to our investment strategy, so every decision we make on your behalf will be well informed and up to date.