Management of asset classes

Portfolio Management

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At Rowan Dartington we continually monitor all of the investments in our portfolios ensuring that we remain convinced of their quality and value.

Asset Allocation Committee

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Every month our Asset Allocation Committee meets to discuss our current allocation to equities, fixed interest and alternative investments and whether this should be changed.

Investment Committee

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The Investment Committee meets weekly to discuss the direct equities and fixed interest stocks which are recommended to clients for investment.

Investment Research

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At the heart of our portfolio management services is our investment research department. It is this that we believe provides us with an edge and differentiate us when compared with other investment managers.

Find out more about our Investment team

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A large part of our work solves challenges
through our network of professional services.

CONTACT US

New to Rowan Dartington? To find out more, please call 0117 933 0000

Or download our brochure

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Wealth Management & Stockbroking Services

©2017 Rowan Dartington Wealth Management & Stockbroking Services

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