MLC move for Duncan
Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment management strategy team.
Duncan will be responsible for MLC's Australian equity asset class and also be involved with providing advice to retail clients and financial advisers across a range of investment issues from manager selection and strategy, portfolio construction and asset allocation.
Duncan now joins three other portfolio managers within the MLC Investment Management Strategy Team. These include Peter Sumber, who focuses on the debt asset classes, and Michael Clancy, who oversees all asset classes but specifically focuses on global equities.
Duncan was with Deutsche's financial planning and private banking business for the past eight year and during that time held a number of investment related roles. He will now report directly to Michael Clancy after taking up the new position in December.
Recommended for you
As advisers risk losing two-thirds of FUA during the $3.5 trillion wealth transfer, two co-founders underscore why fostering trust with the next generation is vital to retaining intergenerational wealth.
As advisers seek greater insights into FSCP determinations, what are the various options considered by the panel and can a decision be appealed?
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country.
TAL Risk Academy has updated its range of ethics courses to help financial advisers meet their CPD requirements following adviser feedback, including interpreting FSCP determinations.
