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Rowan Dartington to launch model portfolio service

Rowan Dartington is to launch five risk-rated model portfolios as well as three direct shares and collectives portfolios.

The five risk-rated portfolios will allow clients access to equities, bonds and collectives, while the three model portfolios – which will be comprised of an income, balanced and growth offering – will offer access to direct equities and collectives.

The risk-rated model portfolios will use a process that risk rates securities, equities, bonds and funds by risk level. Securities with the same risk level are combined with securities of different risk levels to build the five portfolios to match different levels of client risk.

Using this profiling service, the firm can construct portfolios and monitor them in four ways. These are security risk, portfolio risk, asset allocation risk and geographical positioning.

The risk-rated model portfolio service has a £20,000 minimum investment if the client goes direct to Rowan Dartington, otherwise advisers would have to pay the minimum investment on the wrap platform. 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 on their platforms.

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

The firm, which also has a bespoke discretionary management service, plans to launch both ranges within the next month.

The move follows the recruitment of Ashcourt Rowan Asset Management senior duo Guy Stephens and Tim Cockerill who quit the firm in July and joined Rowan Dartington in September.

Stephens was recruited as chief investment officer while Cockerill joined as head of investment collectives.


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