Rowan Dartington

For who you are today & where you'll go tomorrow.

We take wealth management personally. We know that every client is different and every investment decision is personal.  We know that by looking at the big picture and the small individual details when managing wealth, we are better placed to help our clients achieve their goals and ambitions, both today and tomorrow.

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It's all about you

Experts who put you first

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Whether you'd like to delegate your decision making to one of our specialists or use their insight to inform your own, we provide clear effective and thoroughly researched investment management, actively shaping your financial future. 

Private ClientsIntermediaries
Private Clients

Discretionary Managed Services

Ideal if you want to delegate the day-to-day management of your investments.

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Private Clients

Advisory Dealing

We give you as much, or as little, support as you want. But you’re in control.

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By offering an effective way of outsourcing the day-to-day management of your clients' portfolios, our range of discretionary investment management solutions also give you more time to spend thinking about the bigger picture, helping you take your business to the next level. 

Private ClientsIntermediaries
Intermediaries

Platform Services

Collective Portfolio Service

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Intermediaries

Discretionary Portfolio Management

Collective Portfolio & Bespoke Portfolio Services

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The Bigger Picture

Getting the detail just right

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Insight & Knowledge

Read the latest updates, advice, commentary and literature from our expert team and stay in the know.

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| Borrowing and Taxes Rise as Labour Unveils First Budget

By Kieran O’Connor

Labour and the Chancellor unveiled their first budget last week with spending plans for the next five years laid out.

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| Markets price a shallower Fed cutting cycle

By Kieran O’Connor

Global equities fell, influenced by Treasury market cues suggesting a shallower Fed cutting cycle than expected.

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| ECB cut rates as inflation undershoots

By Kieran O’Connor

The ECB made a second straight rate cut last week, lowering its deposit rate by 25 bps to 3.25%.

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