Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

RC Brown launches Alpha service for Rowan Dartington recruits

RC Brown launches Alpha service for Rowan Dartington recruits

RC Brown has formally launched Alpha Portfolio Management, the third party discretionary service led by Andrew Morris and colleagues who joined the business from Rowan Dartington last year, as exclusively revealed by Wealth Manager.

Morris, a co-founder of Rowan Dartington, joined RC Brown in 2013 alongside senior fund manager Joe Dyer and administrators Helen Parry and Claire Hudd.

Alpha Portfolio will offer the model-based, low-cost managed portfolio service for client with minimum assets of £20,000 and the bespoke portfolio service from a minimum of £100,000.

‘The launch of Alpha marks the start of a new era for us and is the first step towards us delivering our goal as a leading regional provider of bespoke investment solutions,’ said Morris.

‘We believe we have one of the most comprehensive and cost effective personalised investment offerings provided by a third party discretionary fund manager available at present.’  

Both will draw on eight portfolios across six risk profiles with two income options, investing in a mixture of direct and fund investments.

Morris and his team, who collectively formed the core of Rowan Dartington’s third-party Signature service, will be joined by former colleagues Mark Sevier, head of equity research at Rowan Dartington, and portfolio manager James Gardner, once they have served their notice periods.

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 Sarasin’s Boucher: why I like salmon with chocolate

Sarasin’s Boucher: why I like salmon with chocolate

Henry Boucher, manager of the £129 million Sarasin Food & Agriculture Opportunities fund, explains why he is gobbling up salmon and chocolate stocks.

Play Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Libby Ashby and leading wealth managers analyse what the Alibaba IPO hype means for Chinese equities, slowing growth of the UK economy and whether there’s anything left to play for in the European sovereign bond market.

Play Tesco, Japan and the rise of the central banker

Tesco, Japan and the rise of the central banker

 Libby Ashby and leading wealth managers scrutinise the food retail sector, Japan’s consumption tax hike and political risk in the markets.

Your Business: Cover Star Club

Veteran banker boosts Sanlam’s stockbroking team

Veteran banker boosts Sanlam’s stockbroking team

A veteran private banker has been recruited by Sanlam Private Investments to strengthen its advisory stockbroking team.

Wealth Manager on Twitter