Discretionary Fund Management

Delivering bespoke investment solutions built on a foundation of sound financial planning

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 with your St. James’s Place Partner Practice, Smith Eliot Financial Management Ltd, Rowan Dartington can deliver truly bespoke investment solutions, all built on a foundation of sound financial planning. So you can rest assured that, whatever your goal, our approach is as individual as you are.

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.

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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.

Available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place.

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The Smith Eliot Difference

Your long-term interests at heart

Exceptional level of service

A senior SJP Partner Practice

Respect, honesty and trust

Built on strong family values

Satisfied clients nationwide