Discretionary Fund Management

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A range of complementary investment planning solutions is available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place.

You may have an existing share portfolio that might benefit from a different and professional management approach, or you may be seeking additional diversification within your overall investment strategy. Working together with your St. James’s Place Partner, Rowan Dartington can create and manage a bespoke share portfolio designed to match your risk profile and meet specific investment needs or preferences.

The range of services also includes facilities for those who want to realise proceeds from shareholdings, perhaps for reinvestment into alternative tax-advantaged and professionally managed investment solutions. Additional support is available for investors who need help in managing tax liabilities on capital gains on the disposal of shares.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

Request contact from a St. James's Place Partner to find out more.

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