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.
- Are shareholder meetings a ‘waste of time’?
- Secret CEO: wealth managers should be 'closet tracker' police
- ‘To save money, you have to spend money’
- How did FCA decide on the 'closet tracker 64'? 3
- How attractive would a unified Korea be to investors?
- You're hired! But why exactly?
- Standard Life Aberdeen: 'rapid move to a simple future'
Heartwood poaches two young stars for investment team
Alistair Campbell has joined from Sarasin while Nikki Howes has joined from JP Morgan.
Boutique tapes: if you want a Ferrari, you have to pay for it
In the second part of our four-part series, boutique bosses are asked how they can justify the fees charged by active managers.
Kames' A-rated Goddin: how investing in games has changed forever
Neil Goddin sees investing in computer games as having changed forever as the companies become much less cyclical.
Video exclusive: Ed Balls praises FCA for investor confidence
Former shadow chancellor Ed Balls has credited the growing confidence of retail investors to the FCA's approach to regulation.
Profile: why GWM believes in life after Lloyds
Lloyds Private Banking duo Chris Payne and Tom Milson left the company two years ago after deciding to act on their belief that ‘we could do it better’
MPS Investment Committee: Piers Cushing, Plurimi Wealth
Office Spotlight: Quilter Cheviot, Belfast
Walking with Wealth Managers: Lorne Baring of B Capital
Pub Club: At Shakespeare's Globe with Sanlam's Cynthia Bowring
Wealth managers and IFAs join forces for the 'Girls Speak Out' appeal
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
Office Spotlight: JM Finn, Leeds
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Walker Cambria, Swansea
Pub Club: A slightly unusual one with Liz Bottomley and StJohn Gardner, Arbuthnot Latham
Walking with Wealth Managers: Louis Coke of Charles Stanley Guildford
Pub Club: At The Britannia in Richmond with Quartet Capital Partners
When Raymond James’ Mark Parello and Matthew Singleton popped to the House of Lords
Office Spotlight: Charles Stanley, Southampton
Passive funds and chocolate: 5 DFMs Lent sacrifices
Pub Club: At the White Horse with Close Brothers Asset Management's Matthew Stanesby
Epoch Wealth Management, the Bath-based firm collecting charity work on more than one count
MPS Investment Committee: Tacit's Paul Wharton on managing low risk strategies
Office Spotlight: Tilney, Newcastle-upon-Tyne
Podcast: Walking with Wealth Managers - Ben Gutteridge, Brewin Dolphin
Pub Club: At The Tokenhouse on Burns Night with James Burns