Rowan Dartington
Rowan Dartington is a wealth management firm that offers investment solutions and financial planning services. They have over 30 years of experience and focus on building relationships with clients through personalized service and investment management.
- Platform Services
- Advisory & Dealing Services
- Discretionary Managed Services
- Investment advice and management
- Discretionary Portfolio Management
Locations
Competitors
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Wellspring Capital is a boutique discretionary management service that focuses on high-performance portfolio management.
Walker Crips is a long-established investment management firm that offers a range of financial services including investment management, financial planning, and share dealing.
Company Details
Rowan Dartington is operated by Rowan Dartington & Co. Limited and is a Active company incorporated on 1 October 1992 with the registered office located in Cirencester, Gloucestershire. Rowan Dartington & Co. Limited was registered 32 years ago.
Status
Active
Size
Medium
Directors
9
Age
32 years old
Employees
188
Turnover
£24.87M
Total Assets
£40.75M
Cash in Bank
£19.7M
Total Liabilities
-£21.34M
Teams
191
79
48
23
18
15
3
Chief Risk Officer • Joined Jan 2019
Head Of IT / Facilities Manager • Joined Mar 1999
Head Of IT Development/Tech Lead • Joined Oct 2015
Lead Business Analyst • Joined Jan 2021
Marketing Executive • Joined Sep 2012
Investment Executive • Joined Sep 2015
Associate Director • Joined Jun 1995
Training & Communications Lead • Joined Jul 2023
Portfolio Manager • Joined Jul 2021
Investment Manager • Joined Jul 2017
Chief Risk Officer • Joined Jan 2019
Investment Executive • Joined Sep 2015
Portfolio Manager • Joined Jul 2021
Investment Manager • Joined Jul 2017
Portfolio Manager • Joined Jan 2020
Investment Manager • Joined Jan 2015
Investment Manager • Joined Sep 2016
Investment Manager • Joined Jun 2020
Investment Manager • Joined Sep 2015
Investment Manager • Joined Jan 2010
Head Of IT Development/Tech Lead • Joined Oct 2015
Investment Executive • Joined Sep 2015
Associate Director • Joined Jun 1995
Portfolio Manager • Joined Jul 2021
Portfolio Manager • Joined Jan 2020
Portfolio Manager • Joined May 2021
Finance Director • Joined Mar 2018
Head Of Technology • Joined May 2020
Head Of Finance • Joined May 2010
Head Of Oversight • Joined Jan 2019
Head Of IT Development/Tech Lead • Joined Oct 2015
Data Services Manager • Joined Apr 2019
Technical Support Manager • Joined Apr 2016
Senior Digital Project Manager • Joined Sep 2023
Senior Developer • Joined Oct 2021
Database Developer • Joined Jan 2022
Senior Software Developer • Joined Jul 2019
Senior Software Developer • Joined Jan 2022
Database Administrator • Joined Aug 2019
Test Analyst • Joined Feb 2023
Marketing Executive • Joined Sep 2012
Business Devolpment Manager
Investment Development Manager • Joined Dec 2022
Investment Development Manager • Joined Oct 2022
Investment Development Manager
Regional Business Manager • Joined Feb 2017
Investment Development Manager • Joined Aug 2023
Client Outcomes Manager • Joined Jun 2022
Investment Development Manager • Joined Jan 2024
Distribution Director, South • Joined Feb 2018
Head Of People • Joined Feb 2017
Customer Service Representative • Joined Jul 2017
Settlement Administrator
Payments Administrator • Joined Jun 2021
Client Onboarding Administrator
Complex Servicing Administrator • Joined Jan 2020
Senior Transfers Administrator
Client Onboarding Administrator
Complex Servicing Administrator • Joined Apr 2024
Senior Corporate Actions Administrator • Joined Jan 2021
Distribution Operations Manager • Joined Jan 2024
Test And Release Manager • Joined Mar 2025
PMO Analyst • Joined Nov 2024
View 191 members