Duncan Lawrie Private Bankers Integrate Asset Management Services

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Duncan Lawrie Private Bankers Integrate Asset Management Services


July 02, 2008 - Press Dispensary - Duncan Lawrie Private Banking Group announces the integration of the asset management services which it acquired through the purchase of Douglas Deakin Young in 2005 and Hill Martin in 2006.

Peter Field, chief executive of Duncan Lawrie, said: "Douglas Deakin Young and Hill Martin were acquired in the last three years as part of a strategic plan to grow the asset management side of our business. The group now has £750 million under management and the integration of this activity under the Duncan Lawrie name will provide an appropriate platform for future development and growth in this area. This is complemented by the provision of strategic financial planning and integrated wealth management services, private banking, and trust and estate planning."

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Notes for editors
Duncan Lawrie opened its doors for business as a private bank in April 1971 and is dedicated to delivering top-class, efficient and friendly services founded on an in-depth understanding of each client’s needs.

The bank, which is regulated by the Financial Services Authority, has its head office in Belgravia, London and also has offices in Bristol, Wrotham, Kent and the Isle of Man (where it holds a banking licence). It is one of the few London banks to have its own safe deposit vault. Duncan Lawrie’s ultimate holding company is Camellia plc.

The company offers a full range of private banking services including:

Current and deposit accounts
Personal lending facilities
Discretionary investment portfolio management
Trust and estate planning
Offshore services
Wills and executor service
General tax management
Safe custody
Safe deposit boxes
Specialist financial planning advice covering:
Personal and corporate pensions
Retirement and redundancy planning
Tax-levered investment products
Life assurance for protection and investment
Working abroad or returning to the UK
Budgeting and cash flow management
Mitigation of income tax, capital gains tax or inheritance tax

For further information, please contact:
Sally Chandler, marketing executive , Duncan Lawrie
Tel: 0117 927 1546 / 07917 838607
Email:
Site: www.duncanlawrie.com

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For more information

Duncan Lawrie

Sally Chandler, marketing executive
Tel: 0117 927 1546 / 07917 838607
Email:
Site: www.duncanlawrie.com

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