Date office opened: 2016
Number in team: 4
Number of clients: 100
Group assets under management: £2.1 billion
Average portfolio size: £500k
Top three fund picks:
Stewart Investors Asia Pacific Leaders
Baillie Gifford Japanese
Fidelity Emerging Markets
Q&A with Luke Pearce, investment manager, Rowan Dartington, Leeds:
What is your typical client demographic?
Our clients are wide ranging in their demographics and investment needs. Some had been dissatisfied with the service they were receiving elsewhere. All are aware, and want, the highly personal and attentive service that they receive though Rowan Dartington and our parent company St James’s Place.
What differentiates your region?
We don’t beat around the bush and you’ll get a straight forward and honest answer to your question. The answer may not be the one you wanted to hear but it’s the ‘honest truth’.
What challenges are facing your area?
Leeds is a forward looking, vibrant and exciting city which places us in an excellent position to face the challenges of the future. As we enter 2018, the greatest challenge for Leeds is the same as every other region – what will be the effects of Brexit and how do we ensure that we succeed and not succumb.
What’s a typical regional saying?
'There’s nowt like a proper brew'.
What’s the best thing about living in your area?
The wonderful coastline, the Moors & Dales, the history of York and the excitement of Leeds. This incredible diversity attracts a wonderful range of people. The best thing though is the pride that all Yorkshire folk take in their county, in helping others and striving to achieve the very best.
Bullish or bearish?
Markets are reflecting that economic growth is strong in a lot of areas of the world and heading into 2018 we are, broadly speaking, bullish. That being said, many markets are not ‘cheap’ and as ever there is a need for prudence, diversification and risk management.
Typical asset allocation of a medium risk, balanced return portfolio:
- Are shareholder meetings a ‘waste of time’?
- Secret CEO: wealth managers should be 'closet tracker' police
- ‘To save money, you have to spend money’
- How did FCA decide on the 'closet tracker 64'? 3
- How attractive would a unified Korea be to investors?
- You're hired! But why exactly?
- Standard Life Aberdeen: 'rapid move to a simple future'
Tavistock targets £1.8bn AUM as it dishes out incentives
Tavistock Investments has awarded up to £3.7 million in equity options to its senior management team
- Friday Papers: Nato powers close ranks against Putin
- Overnight Markets: S&P falls as trade war fears linger
- Diary of a digital investor: how robos fared during volatility 3
- Fund giant sacks analyst over council property ruse
- TwentyFour AM warns Aviva over preference share move 1
- Regulatory platform adds 15 million KIDs
Kames' A-rated Goddin: how investing in games has changed forever
Neil Goddin sees investing in computer games as having changed forever as the companies become much less cyclical.
Video exclusive: Ed Balls praises FCA for investor confidence
Former shadow chancellor Ed Balls has credited the growing confidence of retail investors to the FCA's approach to regulation.
SVM's Lawson: the biggest disruption in my 35-year career
In her 35-year career SVM's Margaret Lawson as never seen a period of greater disruption then right now.
Profile: why GWM believes in life after Lloyds
Lloyds Private Banking duo Chris Payne and Tom Milson left the company two years ago after deciding to act on their belief that ‘we could do it better’
MPS Investment Committee: Piers Cushing, Plurimi Wealth
Office Spotlight: Quilter Cheviot, Belfast
Walking with Wealth Managers: Lorne Baring of B Capital
Pub Club: At Shakespeare's Globe with Sanlam's Cynthia Bowring
Wealth managers and IFAs join forces for the 'Girls Speak Out' appeal
MPS Investment Committee: Jonathan Webster-Smith, Brooks Macdonald
Office Spotlight: JM Finn, Leeds
MPS Investment Committee: James Horniman, James Hambro & Partners
Office Spotlight: Walker Cambria, Swansea
Pub Club: A slightly unusual one with Liz Bottomley and StJohn Gardner, Arbuthnot Latham
Walking with Wealth Managers: Louis Coke of Charles Stanley Guildford
Pub Club: At The Britannia in Richmond with Quartet Capital Partners
When Raymond James’ Mark Parello and Matthew Singleton popped to the House of Lords
Office Spotlight: Charles Stanley, Southampton
Passive funds and chocolate: 5 DFMs Lent sacrifices
Pub Club: At the White Horse with Close Brothers Asset Management's Matthew Stanesby
Epoch Wealth Management, the Bath-based firm collecting charity work on more than one count
MPS Investment Committee: Tacit's Paul Wharton on managing low risk strategies
Office Spotlight: Tilney, Newcastle-upon-Tyne
Podcast: Walking with Wealth Managers - Ben Gutteridge, Brewin Dolphin
Pub Club: At The Tokenhouse on Burns Night with James Burns