Bristol based discretionary investment firm, R C Brown Investment Management (RCBIM) has recruited the team that managed the ‘Signature' investment proposition for Rowan Dartington.
Andrew Morris, one of the founders of Rowan Dartington together with senior fund manager Joe Dyer, and colleagues Helen Parry and Claire Hudd have now started at R C Brown.
In due course they will be joined by senior employees, portfolio manager James Gardner and head of equity research and co- founder of Rowan Dartington, Mark Sevier.
RCBIM has set up a separate division to support the new team whose offering will provide differentiated and independent investment solutions.
The new arrivals have a successful track record of working with financial advisers and their clients for over 20 years.
They will continue to offer professionally administered, yet flexible, risk conscious bespoke investment propositions that draw on their expertise in areas including direct equities as well as collectives.
Commenting on the appointments, RCBIM chairman Bob Brown said: "We are delighted to have recruited such a high calibre team to join us. I have personally known some members of the team for 30 years and I was disappointed that when we approached them three years ago they decided to remain at Rowan Dartington.
"Their distinctive offering of proven investment performance and outstanding customer service is a valuable combination, which will complement our existing offering. We look forward to enhancing our reputation as a leading independent provider of discretionary investment services to financial advisers and their clients."
Morris added: "This represents an exciting opportunity not only for us, but our long-term investment partners.
"RCBIM provides us with an attractive home for our team - with experienced personnel supported by a leading IT infrastructure and a longstanding City reputation - a winning combination. We look forward to the future with every confidence and I strongly believe that our new home will provide an excellent base for our sound and personalised investment offering."
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