Profile
Mr. Duncan S.
Carmichael-Jack is a Partner & Investment Manager at LGT Wealth Management UK LLP.
He is managing portfolios for individuals, trusts and charities, including a number of clients with ethical restrictions.
He also co-manages the Elite Balanced and Elite Income Unit Trusts and the SRI Eden Fund.
Mr. Carmichael-Jack joined LGT from UBS where he was joint-head of UBS UK Ltd. He began his career at JP Morgan, moving to Credit Suisse Asset Management for five years and then to Laing and Cruickshank as an investment manager.
Duncan Stewart Carmichael-Jack active positions
| Companies | Position | Start |
|---|---|---|
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Portfolio Manager-Equities | 01/10/2008 |
Experiences
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Finance |
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