Evelyn Partners
Duncan Swatton is an experienced professional in the financial services sector, currently serving as a T&C Supervisor at Evelyn Partners since July 2021. Prior to this, Duncan held various roles at HSBC Retail Banking and Wealth Management from November 2008 to June 2021, including Regional Wealth Planner and Area Premier Relationship Manager, focusing on team development and business performance for High Net Worth Financial Advisers. Earlier experience includes positions at Citi as a Citigold Sales Manager, where Duncan managed teams and provided training on investment and retirement planning, as well as a role as Partnership Director at Millfield Partnership, overseeing a significant team of Independent Financial Advisers. Additionally, Duncan is pursuing AWS Cloud Architecture certifications while engaging in community activities with Explorer Scouts and the Duke of Edinburgh Award Scheme.
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Evelyn Partners
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Evelyn Partners is one of UK’s leading integrated wealth management and professional services group.