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 33 years ago.
Status
Active
Size
Medium
Directors
9
Age
33 years old
Employees
188
Turnover
£24.87M
Total Assets
£40.75M
Cash in Bank
£19.7M
Total Liabilities
-£21.34M
Teams
191
81
79
30
26
15
32
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
Investment Manager • Joined Jan 2015
Investment Manager • Joined Dec 2006
Chief Risk Officer • Joined Jan 2019
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
PMO Manager • Joined Mar 2022
Project Manager • Joined Jan 2023
Portfolio Manager • Joined Jan 2020
Project Manager
Chief Risk Officer • Joined Jan 2019
Investment Executive • Joined Sep 2015
Investment Manager • Joined Jan 2015
Investment Manager • Joined Dec 2006
Investment Manager • Joined Feb 2019
Investment Manager • Joined Jan 2010
Investment Manager • Joined Mar 2014
Investment Manager • Joined Sep 2016
Investment Manager • Joined Sep 2015
Investment Manager • Joined Jun 2020
Head Of IT Development/Tech Lead • Joined Oct 2015
Lead Business Analyst • Joined Jan 2021
Project Manager • Joined Jan 2023
Project Manager
Project Manager • Joined Mar 2022
Head Of Technology • Joined May 2020
Data Services Manager • Joined Apr 2019
Technical Support Manager • Joined Apr 2016
Senior Digital Project Manager • Joined Sep 2023
Database Developer • Joined Jan 2022
Head Of People • Joined Feb 2017
Customer Service Representative • Joined Jul 2017
Settlement Administrator
Payments Administrator • Joined Jun 2021
Complex Servicing Administrator • Joined Jan 2020
Client Onboarding Administrator
Senior Transfers Administrator
Client Onboarding Administrator
Complex Servicing Administrator • Joined Apr 2024
Senior Corporate Actions Administrator • Joined Jan 2021
Marketing Executive • Joined Sep 2012
Client Outcomes Manager • Joined Jun 2022
Business Devolpment Manager
Regional Business Manager • Joined Feb 2017
Investment Development Manager
Investment Development Manager • Joined Oct 2022
Investment Development Manager • Joined Dec 2022
Regional Support Manager • Joined Nov 2021
Investment Development Manager • Joined Jan 2024
Investment Development Manager • Joined Aug 2023
Head Of IT / Facilities Manager • Joined Mar 1999
Training & Communications Lead • Joined Jul 2023
Investment Assistant Manager • Joined Nov 2017
Investment Assistant Manager • Joined Jun 2024
Compliance Monitoring Manager • Joined Dec 2020
Investment Manager/Stockbroker • Joined Sep 2018
Technical Investment Director • Joined Oct 2016
Head Of Operations Oversight • Joined Jul 2021
Investment Director, Portfolio Management / Director Of Central Investments • Joined May 2017
Training And Development Manager • Joined Apr 2016
View 191 members