DISCRETIONARY FUND MANAGEMENT

What are discretionary Fund Management services?

A discretionary service enables you to hand over the running of your portfolio to a stockbroker or private asset manager. The way in which the portfolio is managed can vary significantly, however.

We offer access to one of the most individually focused discretionary fund management services for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

These services are provided by Rowan Dartington, which is wholly owned by St. James’s Place Group. They specialise in discretionary fund management and deliver bespoke investment solutions along with dedicated support.

With this discretionary service, a dedicated Investment Manager from Rowan Dartington will work with you to create a bespoke portfolio matched to your individual needs and will manage it for you on a discretionary basis. We will work with them to ensure that your discretionary portfolio works together with your other investments.

The discretionary portfolios provide you with access to a wide range of assets for investment, including direct equities, and are designed to meet your individual requirements.

  • Your portfolio can be tailored to suit your specific investment requirements and personal preferences. This might include the Responsible Investing Bespoke Portfolio Service, which enables you to align your personal preferences in a way that has a positive impact on the world today and for future generations.
  • The Capital Gains Tax service can help you with effective tax management.
  • We can help you pass on wealth tax-efficiently with the AIM Inheritance Tax Portfolio Service.
  • The overseas portfolio management service can help meet the particular planning needs of non-domiciled individuals who are resident in the UK.
  • Specialist lending facilities can provide a loan secured against the eligible assets in your portfolio.

Through the fund management services, advice is offered on individual investments, including direct equities, but you continue to manage your own portfolio. On the other hand, if you know exactly what you want to buy and sell, our fund management team can provide a straightforward dealing service.

Both our discretionary and stockbroking services enable you to bring across assets you may already hold with other providers, including cherished holdings. It gives you the convenience of having all your assets in one place, coupled with a more personalised and dedicated approach to looking after your portfolio.

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.  

Testimonials

I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

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