Position

Director

Index

HNW Wealth Managers

Location

Edinburgh

Advice type

Investment management

Private banking

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Scotland

England

Duncan Gourlay

Spear’s Review

Duncan Gourlay takes the time to get to know his clients. ‘You are very much made to feel part of the family,’ says Gourlay, who heads Weatherbys Private Bank’s Scottish operations. ‘They relish the personal level of service we provide.’

The affable Scotsman juggles his time between visiting clients across Scotland and England, and working from Weatherbys’ base in Wellingborough, Northamptonshire. 

Gourlay says the bank endeavours to ‘resolve problems, or come up with solutions, about a range of different things. It could be about buying a house for their children, or finding the right sort of cash-flow plan for them.’ He joined in 2013 after a four-year stint at Barclays.

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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