The AUM figure, representative of the whole of the Rowan Dartington group, has doubled in less than three years, after hitting the £1bn figure at the end of 2014.
Rowan Dartington has extended its reach significantly over the past 12 months and now has a nationwide presence across the country, with a new office in Nottingham due to be opened shortly. It has bolstered many existing locations with new recruits and now boasts over 220 employees based across England and Scotland.
This landmark event follows the launch of Rowan Dartington’s new brand earlier this year, with the goal of bringing all its services under one clear identity. As part of this, Rowan Dartington Signature was renamed ‘Rowan Dartington Intermediaries’.
Executive chairman Graham Coxell commented: “Rowan Dartington has gone from strength to strength in the last few years, further evidenced by our acquisition by St. James’s Place. We have always focused our attention on creating an environment of ‘pride’ across the business. This simple strategy of putting our clients, business partners and employees at the heart of everything we do, in a well-intended and authentic way, has proved to deliver very tangible and positive results. For me personally this is an extremely proud moment. Breaking through £2bn of fee earning assets is simple proof that caring and focusing on doing the right thing works in the long term.”
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About Rowan Dartington
Established in 1990, Rowan Dartington is a wealth manager with a branch network across England and Scotland and responsible for client assets in excess of £2bn.
The Rowan Dartington private client business specialises in financial planning and discretionary investment management as well as providing a broad range of stockbroking services.
Rowan Dartington Intermediaries is a specialist, whole-of-market discretionary fund management business dedicated to supporting and servicing the needs of intermediaries and their clients. It has worked alongside professionals including independent financial advisers (IFAs), solicitors and accountants for over 20 years and is now a wholly owned subsidiary of St James’s Place Wealth Management (SJP), where RD's discretionary services are fully deployed across the SJP Partnership. Rowan Dartington Intermediaries is a trading name of Rowan Dartington.
Rowan Dartington has won multiple awards for performance and is Defaqto 5 star rated.