Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: Rowan Dartington, Birmingham

Office Spotlight: Rowan Dartington, Birmingham

Location: Birmingham

Opened: September 2015

Office clients: 535

Average portfolio size: £400k

Bullish/bearish: Cautiously optimistic

Assets under management: £1.6 billion (firm)

Number in team: 4

Q&A with Roz Simcock, Rowan Dartington Signature, Birmingham.

 

What is your typical client demographic?

We service a wide range of clients from entrepreneurs and company directors to private individuals, families, charities and trusts, and of course St James’s Place partners and partner practices. Our office typically covers clients within a 100 mile radius of Birmingham.

What differentiates your region?

Its rich heritage, the diversity of its people and industry – from manufacturing to agriculture, from technology to tourism – no two clients are alike and we tailor our solutions to meet their individual needs.

What challenges are facing your local area? 

The political and economic implications of Brexit and the US election.

What’s the best thing about living in your region?

A 2015 UK government report described the Midlands as one of the fastest growing and economically important areas in the UK, employing more than 940,000 people in financial, professional and business services sectors, with Birmingham at its core. Being in the Midlands, we benefit from good infrastructure links, which other regions can lack. Consequently, we can easily service clients regardless of their geographical location. Birmingham has undergone a tremendous renaissance in the last few years, including the Grand Central Station redevelopment, and the impending arrival of HSBC (UK) from London. This has meant the city has attracted a growing financial, legal and professional sector.

What is your office motto?

Our company strives to ensure that our clients, business partners, employees and suppliers are proud to be associated with us.

Asset Allocation

 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Wealth Manager Retreat 2017: size isn't everything

Wealth Manager Retreat 2017: size isn't everything

We asked our delegates at the Wealth Manager Retreat what they think about the recent wave of consolidation in the industry.

1 Comment Play CIO Tapes - part 3: 'passive funds are anti-capitalist'

CIO Tapes - part 3: 'passive funds are anti-capitalist'

Citywire recently gathered three of the UK's leading fund investment heads to discuss their hopes, fears and the issues that their jobs throw at them daily.

Play CIO Tapes: do investors have it as good as it gets?

CIO Tapes: do investors have it as good as it gets?

Citywire gathered three of the UK's leading fund investment heads to discuss what they fear and what makes them cheer about the year ahead

Read More
Your Business: Cover Star Club

Profile: from managing Brunei’s billions to Dorking’s pension pots

Profile: from managing Brunei’s billions to Dorking’s pension pots

Mole Valley Asset Management's boss on why he chucked in multi-billion mandates for Surrey wealth management

Wealth Manager on Twitter