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.
- Game on: why wealth firms are targeting esports clients
- Counting the cost of Dauriac v Caudwell
- Exclusive: MPS hasn't killed off client-facing managers
- MPS spotlight: how Whitechurch was able to slash charges
- The pitfalls and rewards of setting up a family office 2
- Revealed: the truth about wealth managers’ buy lists 2
- How these wealth firms replaced their CEOs
Brexit drives Handelsbanken to create UK subsidiary
Handelsbanken is creating a UK subsidiary due to the uncertainty surrounding Brexit and how it might impact passporting rules.
BNY Mellon Investment ManagementMarketEye: The US$3.8trillion bond sector you might not even know about
CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’
Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.
CEO Tapes: the huge opportunities for asset managers
From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.
CEO Tapes: 'we're just a bunch of white dudes sitting here'
In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.
Profile: how career burnout led to a family office launch
I was burnt-out from a career in finance and had no desire to come back, says the founder of Blu Family Office
Meet Wealth Manager's latest recruit: Katie Gilfillan
MPS Investment Committee: Jason Day & Eric Louw, Standard Life Wealth
A day in the life of: AJ Bell's Russ Mould
Office Spotlight: Brewin Dolphin, Glasgow
Pub Club: At Balls Brothers with Charles Stanley's latest recruits
Thamesis’ Paul Reynolds rides for charity in Bums on Bikes challenge
MPS Investment Committee: Jordan Sriharan, Thomas Miller Investment
Office Spotlight: Psigma Investment Management, Birmingham
Walking with Wealth Managers: Matt Phillips of TMI
Pub Club: At The Garrison with Rosanna Arikoglu, Smith & WIlliamson
Office Spotlight: Beckett Asset Management, Bury St Edmunds
MPS Investment Committee: Tom Becket, Psigma Investment Management
The Baer amongst the bees - Julius Baer making footprints in Manchester
The best out West - catching up with Swansea's Walker Cambria
Office Spotlight: Investec Wealth & Investment, Bournemouth
Room 101: what grinds these three wealth managers' gears?
MPS Investment Committee: Gill Lakin, Brompton Asset Management
Wealth management momentum in East Anglia - catching up with Beckett Asset Management
Earth Day 2018: four wealth managers on how they are supporting a sustainable future
Office Spotlight: Arbuthnot Latham, Manchester
MPS Investment Committee: Barry Cowen, Sanlam Four