Former Rowan Dartington Team Launch Rival Firm In Bristol

Sandra Kilhof

22 January 2014

The team that formerly managed the "Signature" investment proposition for the Bristol-based discretionary wealth manager Rowan Dartington have launched new rival firm, , along with senior fund manager Joe Dyer together with Helen Parry and Claire Hudd. They will shortly be joined by former colleagues, portfolio manager James Gardner and head of equity research Mark Sevier, also a co-founder of Rowan Dartington. Together, the team has an average of 20 years experience in the investment industry, according to a statement.

The new firm will deliver investment solutions to financial intermediaries and their clients. With investment expertise in areas including direct equities as well as collectives, the firm aims to deliver dynamic bespoke investment propositions.

“The launch of Alpha marks the start of a new era for us and is the first step towards us delivering our goal as a leading regional provider of bespoke investment solutions,” said Andrew Morris, principal and head of business development for Alpha Portfolio Management.

The firm explained that it has a multi-strategy investment offering spanning two discretionary services, including a low cost model based investment solution and a personalised portfolio that can be tailored to an individual, with minimum investments of £20,000 ($33,123) and £100,000 respectively. In addition, the firm said it will offer eight structured portfolios covering six risk based strategies and incorporating two income variants.

Alpha Portfolio Management is based in Bristol, on the western coast of southern England.