About Rowan Dartington
Rowan Dartington is a Financial Services company based in Bristol (United Kingdom) founded in 1992, and was acquired by St James’s Place in July 2015. Wealth management services are provided by Rowan Dartington since 1992. Rowan Dartington offers products and services including Discretionary Managed Services and Advisory & Dealing Services. Its focus areas include Asset Management and Wealth Management. Its legal entity is ROWAN DARTINGTON & CO. LIMITED. Its competitors include abrdn, Mattioli Woods and Equiom Group.
Company details
Rowan Dartington was established in 1992 in Bristol, United Kingdom, as a provider in the financial services sector. Wealth management operations are conducted from the UK base, with services encompassing investment advice, portfolio management, and financial planning for clients. The company maintains a focus on personalized strategies within the wealth management industry, serving individuals and institutions across the region. Domain access is available via rowan-dartington.co.uk for further details.
- Headquarters Bristol, United Kingdom
- Stage Acquired
- SectorsFinancial Services
- Website rowan-dartington.co.uk
- Social LinkedIn
- Acquired by St James’s Place (Jul 2015)
- Legal Name Rowan Dartington & Co. Limited
- Date of Incorporation 01 Oct, 1992
- Jurisdiction CIRENCESTER, GLOUCESTERSHIRE, ENGLAND
- InvestorsSt James’s Place
& 1 more
- Acquired by
Products & Services of Rowan Dartington
Rowan Dartington offers a comprehensive portfolio of products and services, including Discretionary Managed Services and Advisory & Dealing Services.
Service for delegating daily investment management to experts.
Offers support for client-controlled investment decisions and dealings.
Investors in Rowan Dartington
Rowan Dartington has secured backing from 1 investor. Prominent investors backing the company include St James’s Place.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and financial advisory services are provided to clients. | 1991 | sjp.co.uk | London, United Kingdom |
Investor details for Rowan Dartington
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People of Rowan Dartington
81 people are tracked at Rowan Dartington (8 in leadership, 73 in team).
| Name | Role | Group |
|---|---|---|
Ashley Twist | Head Of Oversight | Leadership |
Daniel Williamson | Investment Director, Portfolio Management | Leadership |
David Money | Head Of HR And Facilities | Leadership |
Nick Hodgkinson | Head Of Finance | Leadership |
Peter Mcloughlin | Head Of Research | Leadership |
Bryn Wright | Branch Head | Leadership |
Steven Patton | Regional Director South | Leadership |
Suzi Skinner | Head Of Trading | Leadership |
Nadine Roberts | PA & Investment Administration Support | Team |
Dave Johnston | Investment Development Manager | Team |
Sam Curley | Branch Manager | Team |
Nicola Manning | Office Manager & Investment Assistant | Team |
Dominic Smith | Investment Consultant | Team |
Aqsa Ahmed | Investment Assistant | Team |
Andrew Cresswell | Investment Manager | Team |
Kirsty Jackson | Assistant Investment Manager | Team |
Ben Stoves | Senior Fund Analyst | Team |
Stuart Weston | Investment Manager | Team |
Jonathan Keane | Investment Development Manager | Team |
Diane Harding | Investment Assistant | Team |
61 more people are available in the full profile.
Complete people profiles for Rowan Dartington
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Timeline of Rowan Dartington
2 dated milestones of Rowan Dartington across 23 years, from founding to its latest funding, stage changes and deals.
- Founded Rowan Dartington is founded.
- Exit Acquired by St James’s Place.
Competitors of Rowan Dartington
Rowan Dartington has 3 listed competitors in our database. They include abrdn, Mattioli Woods and Equiom Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm |
Detailed competitors of Rowan Dartington
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Web traffic of Rowan Dartington
The website of Rowan Dartington (rowan-dartington.co.uk) receives about 2.4K visits a month.
- Monthly visits2.4K
▲ 61.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Rowan Dartington (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Rowan Dartington
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Frequently Asked Questions about Rowan Dartington
Rowan Dartington was founded in 1992.
Rowan Dartington is headquartered in Bristol, United Kingdom. It is registered at Bristol, England, United Kingdom.
Rowan Dartington was established in 1992 in Bristol, United Kingdom, as a provider in the financial services sector. Wealth management operations are conducted from the UK base, with services encompassing investment advice, portfolio management, and financial planning for clients. The company maintains a focus on personalized strategies within the wealth management industry, serving individuals and institutions across the region. Domain access is available via rowan-dartington.co.uk for further details.
Rowan Dartington's top competitors include abrdn, Mattioli Woods and Equiom Group.
Rowan Dartington offers Discretionary Managed Services and Advisory & Dealing Services.
Rowan Dartington has 1 investor. Key investors include St James’s Place.
Rowan Dartington operates through Rowan Dartington & Co. Limited.
Yes. Rowan Dartington was acquired by St James’s Place in July 2015.