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
Brewin's Foster: the world’s most unconventional monetary policies

Brewin's Foster: the world’s most unconventional monetary policies

In this week's podcast, Guy Foster asks why the world’s biggest economies are pursuing some of the world’s most unconventional monetary policies. 

Play Charles Tan on Woodford & hidden trust income gems

Charles Tan on Woodford & hidden trust income gems

Cantor Fitzgerald investment company analyst Charles Tan discusses Woodford Patient Capital and some of the income trusts slipping under the radar.  

Play Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

In the second episode of our new series, Verleyen jumps on board a black cab and explains how hard it's become to find good valuation on the market.  

Wealth Manager on Twitter