Your clients, your future

We are currently developing an exciting new service that offers personalised suites of model portfolios. Taking into account the investment requirements of your clients and that are best suited to your investment philosophies. This approach uses the Ashcourt Rowan Asset Management discretionary powers to efficiently manage your investment business.

Working together, we can ease the burden of administration and maintain consistency with your investment aims. Our Investment Managers can attend your investment committee meetings and act as a sounding board for key investment decisions.

Additionally, existing assets currently held on a wrap platform can be transferred into discretionary managed portfolios, which will minimise administration and reduce costs and regulatory burdens. This new service will be available alongside our Wrap and Platform partners.

Meet the Ashcourt Rowan Investment Managers.

If you would like to find out more about Ashcourt Rowan as an Intermediary Partner, please contact us.