Ashcourt Rowan Asset Management Limited
This premium service allows your clients to draw upon the expertise of an individually assigned Investment Manager. The Investment Manager dedicates time to become familiar with your client's personal financial circumstances, goals and aspirations. From this information, we design a portfolio that is unique to their specific aims and requirements. At the same time, we draw upon the expertise of our in-house research service to support each carefully selected investment in your portfolio.
All our Investment Managers are professionally qualified, and we deploy considerable effort to make sure that they stay at the forefront of knowledge for the investment areas that they cover.
Our approach seeks to combine our traditional and long-standing values in delivering a truly individual service ethic, with a modern and responsive investment style to suit the evolving challenges of intermediaries, investors and investment markets.
With this service, your client can choose the Discretionary Managed Portfolio - delegating complete responsibility to Ashcourt Rowan, in respect of portfolio construction and investment selection. It allows the Investment Managers to respond quickly to any market circumstances that might affect your investments.
Alternatively, they can choose the Advisory Managed Portfolio, where the investment proposals are discussed with you and advice given in advance of any investment decisions - but the responsibility for that decision to go ahead remains with your client.
Making sure you and your clients have up to date information is second nature to us. Your clients are provided with regular investment updates - an annual Capital Gains Tax Report is offered, and the on-line Client log-in offers both you and your client the opportunity to follow the progress of their investments.
Meet the Ashcourt Rowan Investment Managers.