Reece Duncan Chartered McSi

Reece Duncan Chartered MCSI is an experienced finance professional currently serving as an Assistant Investment Manager at Rathbones Group Plc since November 2019, previously holding the position of Client Services Executive. Prior experience includes working as a Suitability Processor at Speirs & Jeffrey, focusing on assessing client background forms in relation to investment objectives and risk parameters. Reece Duncan also contributed to Capita Mortgage Services as a Pre-Completions team member, conducting KYC, AML, income verification, and anti-fraud checks on customer mortgage applications. An administrative background was established at Renfrewshire Council from November 2012 to June 2015. Reece Duncan's educational achievements include a Level 7 Chartered Wealth Management from The Chartered Institute for Securities & Investment and several other qualifications in investments and securities from the same institution, along with an HNC in Aeronautical Engineering from James Watt College.