Duncan Lawrie Private Banking has appointed Steve Kelly to its experienced investment management team as part of its long-term commitment to the provision of high quality local discretionary investment.
Steve, 43, has worked in investment management for more than 12 years, most recently with Capital International Group.
He holds the highly regarded chartered wealth manager status granted by the Chartered Institute for Securities & Investment.
‘I’m delighted to be joining Duncan Lawrie Private Banking at a particularly exciting time for the business in its 30th anniversary year,’ said Steve, who lives in Peel.
‘I was attracted by its culture and also the strong management team which is now in place, coupled with the fact that it can offer clients an investment proposition which is tailored to their individual needs and investment risk appetite.’
He added: ‘No two days are the same in our industry.
‘There are many complex issues influencing global markets and my job is to plot a pathway for our clients. I greatly enjoy talking about markets and my door is always open for clients, either in person or by telephone.’
An experienced traveller, Steve has a flat in Budapest, Hungary and enjoys different cultures.
His bucket list includes a trip to the mountainous Kurdistan.
Sue Preskey, managing director of Duncan Lawrie Banking Isle of Man said: ‘Steve is someone who brings with him considerable investment management experience.
‘I’m confident he will make a significant contribution to taking the business forward and raising its profile in the island.’ Sue has been featured in Business News recently.
