One of the integral parts of my role as a Senior Investment Adviser is my reporting and communication to clients. A very important aspect of this is my regular Quarterly Commentary which provides a detailed insight into my views on investment portfolio construction and investment markets and the external factors that are influencing the movement and performance of both of these.
I encourage you to read my latest Quarterly Commentary for my most recent insights. I have also included past editions for further background which forms the ongoing basis for my views. If you would like to discuss further please do not hesitate to give me a call.
Private Wealth Adviser
With over 20 years of experience, Duncan has developed a true passion for delivering risk adjusted investment portfolios with an emphasis on accommodating his client’s personal circumstances and needs.
Graduating in 1998 with a Bachelor of Commerce from the University of Western Australia, Duncan began his career as an equities analyst. This experience helped him forge a considered and analytical investment approach, which he further developed as a Senior Investment Adviser at Macquarie Equities.
Duncan has earned the Chartered Financial Analyst (CFA) credential and is a member of the CFA Institute. In addition, Duncan has completed a Graduate Diploma of Applied Finance and Investment as well as a Diploma of Financial Planning. He also has extensive knowledge and experience with derivatives having completed Level 1 and 2 of the Accredited Derivatives Advisers Program.
Seeking a more comprehensive solution for his clients, Duncan joined Entrust in 2014. At Entrust, Duncan is able to leverage off the deep resources of the broader group to complement his investment management with personalised strategic advice.
Once a clear understanding of his client’s needs, objectives and risk profile has been achieved, an agreed investment mandate will be established. Duncan will then combine quantitative filters with qualitative analysis to construct and manage an appropriate investment portfolio for those clients.
Duncan’s passion and investment competence saw him elevated to the position of Chief Investment Officer (CIO) for Entrust. In this role he coordinated the Investment Committee in building and managing model portfolios for use by the group’s Advisers. Having built this infrastructure Duncan has recently stepped back from this role to allow him to focus his attention on his client base where he enjoys building long term relationships and helping his clients meet their long-term investment objectives.