Rowan Dartington is an independent portfolio manager specializing in advisory and discretionary investment management. The company provides personalised investment management to IFAs, private clients, companies, charities and trusts.

Current Overview

Rowan Dartington employees 90 people in the South of England and is an independent company owned by management and staff.
Rowan Dartington's head office is based in Bristol. The company operates four other locations in London, Chichester, Hereford and Weston-Super-Mare.
Rowan Dartington also operates under the trading name of Signature (wealth manager). This operation supports intermediaries and their clients and provides discretionary portfolio management.

History

Rowan Dartington was established in 1990. The company was subsequently purchased by Corporate Synergy (since renamed Astaire Group) in 2006. In 2010 the company was fined £511,000 by the Financial Services Authority for failing to, "adequately protect and segregate client money." The Financial Services Authority stated the failures took place between May 2007 and September 2009.

Rowan Dartington is now a wholly owned subsidiary of RD Holdings Limited, which purchased the company from Astaire Group in March 2011.
RD Holdings is owned by a consortium of private investors and existing Rowan Dartington staff. Graham Coxell led the company buyout, assuming the role of CEO following completion of the deal.