New management after a turbulent few years for Rowan Dartington.
The nationwide private client stockbroker and wealth management business was recently acquired by a consortium of private investors led by chief executive Graham Coxell, former Capita managing director of wealth and distribution services. The firm, which has its headquarters in Bristol and offices in London, Hereford, Chichester, Weston-super-Mare and Loughton, Essex, currently has £1 billion of client assets under management.
Mr Coxell said of the acquisition's completion: "Rowan Dartington has considerable growth and expansion potential. To harness this, we will put providing consistent investment returns, expertise and customer service at the heart of everything we do. In the year ahead, our focus areas are on investing heavily in technology and employing new wealth managers and stockbrokers in specific locations.
“It’s an incredibly exciting time for us and hopefully the beginning of a successful adventure. We look forward to going from strength to strength."