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Charities and Ethical Portfolios

Each charity has its own objectives, responsibilities and concerns. As a trustee you need to be certain that your charities investment portfolio is being managed in accordance with these and that any ethical or environmental constraints are being taken into account. This will help to satisfy your own fiduciary duties and reassure existing and potential donors that the money is being invested appropriately.

We are able to support charities through our bespoke investment approach. Each charity needs to reflect its policy requirements within its portfolio, and our dedicated Investment Managers will help you achieve this. They will ensure the advice we provide is to your requirements, risk profile and investment restrictions.

They will take the time to understand your needs and the strategy you want your portfolio to support. We can then create an individual portfolio to match your charity’s income and growth targets, attitude to risk and investment policy.

Research and Asset Allocation

Our research team and Investment Managers work closely to achieve the right asset allocation, sector and stock recommendation for each charity portfolio. We look across the whole of the investment market to find the best investment to meet your goals – all suitable options will be considered.

Our in-house research capability is significant, covering UK direct equities, fixed interest instruments, overseas funds and alternatives; a wide range of investment opportunities in order to tailor your portfolio to meet your specific requirements.

Ethical and Environmental Portfolios

Our bespoke Ethical and Environmental portfolios are designed for clients who wish to invest their capital into the equity market but avoid industries and businesses involved in, for example, armaments, tobacco, pornography and gambling, whilst also investing in businesses which are making a positive contribution to society. This can be through a positive and proactive approach to the environment, human rights, education or health for example.

Corporate Social Responsibility

At Rowan Dartington every member of staff can allocate two days to pursue charitable causes. We also provide staff with the option to pay directly into CSR projects and each month contributions are given to a chosen charity.

Charity Team

Tim Cockerill

Investment Director

Tim has been in the investment industry for over twenty years and worked, during this time, for a number of leading private client investment companies. He has also acted as an independent consultant to investment groups.

He is Investment Director at Rowan Dartington and is responsible for managing the department, overseeing asset allocation and security research along with managing model portfolios. He has specialised in fund research for the whole of his career, along with portfolio management and asset allocation.

Tim has managed a variety of Ethical and Environmental portfolios and has actively pursued his interest in environmental conservation.

John Betteridge

Chairman of the Asset Allocation Committee

John is a relatively new addition to Rowan Dartington joining the business at the beginning of September 2014. John is an industry known figure and is the former chief investment officer for Prudential UK’s Insurance Division.

As chief investment officer John had oversight of assets in excess of £150bn. His responsibilities included the high level investment strategy and monitoring and control of assets across Prudential’s with-profit, annuity, unit-linked and collective schemes. In addition to this, John setup and managed the highly-regarded investment management business PMG within Prudential, leading a team of economists, portfolio managers, quantitative analysts and actuaries.

John has joined Rowan Dartington as both Non-Executive Director and Chairman of the Asset Allocation Committee. In addition to his roles at Rowan Dartington, John also has a consultancy role at AIA, the Asian Insurance giant, reporting to the Group Chief Executive.

Ian Entwisle

Head of Fixed Interest

Ian began his career over 30 years ago working for Lloyds Bank International. Following a move to work within the Foreign Exchange area of S.G. Warburg he progressed to work in the Fixed Interest division of Mercury Asset Management. His role expanded over time and culminated in being responsible for all sterling cash and short dated bond portfolio which represented a total of £2 billion of funds under management.

In 1999 Ian joined the highly regarded Fixed Interest team at Sun Life of Canada Asset Management. During his time there he managed a wide variety of bond funds.

Ian joined Rowan Dartington in early 2012 and in addition to his responsibility as Head of Fixed Interest he is also a member of the Asset Allocation Committee and Chair of the Investment Committee.

Ian is experienced in managing a range of charity portfolios and is trustee for a high profile local charity. He also runs training workshops to help educate various groups on the fundamental aspects of investment, which can contribute towards attendees CPD hours.

Alex Leaman

Investment Manager

Alex has been managing client assets for 9 years having entered the industry in August 2007. Having worked for boutique Wealth Managers throughout his career, Alex joined Rowan Dartington in January 2016 and enjoys close client relationships spanning Charities, High Net Worth Private Individuals, Corporates and Trusts. Alex has experience in dealing with a number of high profile charities.

Prior to joining the Financial Services industry, Alex signed a Youth Training Scheme contract with Bristol City FC and continues to take an interest in their fortunes and indeed all things Football/Sport. Alex grew up in Bristol but lives in London and currently splits his time between the two. He is a Member of the Chartered Institute of Securities and Investment.

Customer care

Our clients’ needs are paramount

Our premium class customer support service is always ready to help you.

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