Rowan Dartington today announced that it has appointed Alex Philipson to the position of investment manager.
Based in London, Alex, who joined the company from Quilter Cheviot where he spent four years, will be actively managing private clients’ assets and will report to head of wealth Paul Field.
“We are very pleased to see Alex joining us this year and are confident that he will help the business continue to grow and achieve its ambitions. He is a great addition to the team and has a wealth of experience dealing with private clients as well as IFAs, which are two segments we are focusing on as a whole of market DFM,” says executive chairman Graham Coxell.
“It is a very exciting time for the company and I look forward to being part of this growth story. The historically strong investment performance and calibre of the central investment proposition, provides me with great comfort that this is an excellent home for all types of existing and future clients,” says Alex Philipson.
A chartered MSCI, Alex is a very experienced discretionary management professional, having spent 13 years at Williams de Broë where he built his experience utilising all asset classes and financial instruments. Beside his role at Rowan Dartington, Alex is also shareholder and non-executive director of Eco-Positive, a London based renewable energy project finance and development company.
For further information, please contact:
Paul Andrieu, Lansons, 020 7294 3681, firstname.lastname@example.org
About Rowan Dartington
Established in 1990, Rowan Dartington is a wealth manager with a branch network across England and the Isle of Man and responsible for client assets in excess of £1.2bn.
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 Signature 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. Rowan Dartington Signature is a trading name of Rowan Dartington.
In addition Rowan Dartington owns Ardan International, a global wealth platform. Ardan International provides a full service platform for the adviser community globally which includes research tools, dealing, custody and client administration. Ardan International is authorised and regulated in the Isle of Man.