Discretionary Fund Management

Investment Advice & Services

Rowan Dartington, the Discretionary Fund management and Stockbroking arm of St. James’s Place, have a network of Investment Managers working together with St. James’s Place Wealth Management, offering a range of investment services to clients of St. James’s Place.

Working closely together, BCM Wealth Management and Rowan Dartington can deliver truly bespoke investment solutions, all built on a foundation of sound financial planning

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Bespoke Discretionary Portfolio Service

Ideal if you want to delegate the day-to-day management of your investments, Rowan Dartington will construct your portfolio and monitor your holdings, making the decisions on your behalf.

Stockbroking Services

Rowan Dartington’s variety of Stockbroking services allow you to decide the level of involvement you would like in the management of your assets. Whether you have a specific plan in mind or want to use their insight to inform your own, their leading team of experts are always on hand to lend their support.

Click here to visit Rowan Dartington’s Awards & Accreditations

For more information on Discretionary Fund Management, pop into our Stamford office on Ironmonger Street, or give one of our friendly team a call on 01780 437 500.

The value of an investment with St. James’s Place is immediately influenced by the performance of the funds selected. The value of your investments can go up and down, and as such you could get back less than you invested

*The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.