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

Bereavement

Our guidance for dealing with investments in the event of bereavement

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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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| Equity markets fear sweeping trade war escalation

By Ben Stoves

Global equities closed the week a shade lower as investors considered the impact of further tariffs.

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| China stimulus hopes fade while S&P 500 snaps four week losing streak

By Duncan Collis

A rebound of 0.53% in local currency terms saw the S&P 500 posts its first weekly gain since mid-February.

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| Inflation remains high as trade wars intensify

By Ben Stoves

Global equities continued to fall last week as US tariffs on steel and aluminium came into effect.

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