Having worked in Private Banking since 1999, Duncan`s role at Weatherbys Private Bank is Deputy Head of Private Clients and he is primarily responsible for the Private Banking business in Scotland. While based in Edinburgh, Duncan manages and advises a highly diverse portfolio of clients located across Scotland, which ranges from entrepreneurs to established professionals and landowners. Duncan provides advice to his clients on their banking, lending and investment-related requirements in tandem with leading and supporting the wider Private Bank team in Edinburgh. He is principally supported by Andrew Millar, Senior Private Banking Executive, who works alongside the portfolio.
Before joining Weatherbys Private Bank in 2013, Duncan worked at Barclays Wealth, Bank of Scotland and Adam and Co, looking after private clients and families. Testament to his expertise, Duncan has accumulated numerous professional qualifications over his career, including PCIAM, CEMAP, IMC and MCIBS. He also holds Chartered Banker Status from the Chartered Institute of Bankers in Scotland, as well as being a member of the Chartered Institute for Securities and Investments. Although he is passionate about all aspects of Private Banking, Duncan’s expertise particularly lies within looking after private clients and their related family interests. Day to day, Duncan especially enjoys going to meet clients either at their homes, place of work, or welcoming them to the Weatherbys’ office in Edinburgh.
To highlight just some of the many exciting projects Duncan is involved in, he is currently particularly involved in assisting several clients to diversify their estates and related activities. Meanwhile, outside of Weatherbys, Duncan enjoys getting out and exploring the Scottish countryside with his family and their dogs!