Duncan Gordon

Spear’s Review

With more than two decades of investment management experience under his belt, Duncan Gordon is responsible for the management of 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 explained. 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 told Spear’s.

Adviser Profile 

At Sarasin & Partners, providing investment management guidance and leadership on behalf of the next generation has and will always remain a key focus for the firm. This is an area where Duncan Gordon continues to play an important role in the management of multi-generational portfolios and relationships across his client book.

With over 20 years of investment experience and with several Trusteeships outside of his Sarasin life, Duncan believes that good communication across generations is a vital part of successful investment succession planning, especially given the significantly changing views on how investment portfolios are being managed and the changing risk parameters of the core asset classes, post the Global Financial Crisis and Covid19 pandemic.

Duncan says: ‘While risk will always remain a subjective matter, ensuring that the next generation have a good understanding of how investments are managed with clear and transparent communication are critical aspects of modern day investment management.’