Company
Position
Partner
Index
UHNW Wealth Managers
Location
London
Advice type
Investment management
Next generation
Portfolio management
Succession planning
Wealth management
Client type
Charities
UHNW
UHNW families
Sector Focus
Financial Services
Investments and Asset Management
Duncan Gordon
Spear’s Review
With more than two decades of investment management experience under his belt, Duncan Gordon is responsible for overseeing a wide range of private client and charity portfolios at Sarasin & Partners.
The majority of the firm’s clients are ‘looking for long-term growth with solid income-generating credentials’, he explains. Gordon manages 50 different relationships, comprising individual portfolios, joint portfolios, family accounts and charities.
‘We have a strong focus on the understanding of risk to ensure that all our clients have an in-depth understanding of the level of risk in their portfolios, which allows a level of expectation through the economic cycle,’ he tells Spear’s.
Prior to his role at Sarasin & Partners, he spent a decade at GAM Investments as a portfolio director.
Rank: Recommended

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