This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Find out more here.

Rowan Dartington offers model portfolio service

  • Print
  • Comment

Rowan Dartington is launching five risk-rated model portfolios and three direct shares and collectives portfolios in the next month.

The firm currently offers a bespoke discretionary service.

The five risk-rated portfolios will allow clients to access equities, bonds and collectives. The three model portfolios, comprising an income, balanced and growth offering, will offer access to direct equities and collectives.

The risk-rated service will construct and monitor portfolios according to security risk, portfolio risk, asset allocation risk and geographical positioning.

It has a £20,000 minimum investment if clients go direct to Rowan Dartington. If advisers invest client money via a platform they will have to pay the minimum required. The service will be available on Transact, Novia and Ascentric.

The firm is in discussions with Fidelity, Axa Elevate and Nucleus to offer the service.

The minimum investment for the direct shares and collectives portfolios is £50,000. Fees are yet to be finalised on both services.

Rowan Dartington chief investment officer Guy Stephens says: “The future of portfolio construction will still focus on asset allocation but this should be secondary to security risk.”

Partner at Bloomsbury Financial Planning Jason Butler says: “The one-man bands and smaller advisory firms might find the service of some use but bigger advisers should be doing model portfolios themselves.”

  • Print
  • Comment

Daily Email Updates
If you enjoyed this article, sign up to receive the latest news and analysis from Money Marketing.

Money Marketing Awards 2015
Put your firm forward as the leading practitioner in your field. Adviser and Advertising categories are open to entries - Enter Now.

Have your sayEdit my profile/screen name

You must sign in to make a comment

Fund Data

Editor's Pick


How do you plan to vote at the general election?

Job of the week

Latest jobs

View all jobs

Most recent comments

View more comments