How offering clients direct positions boosts diversification

Graham Coxell, chief executive of Rowan Dartington, explains why offering clients direct positions in combination with multi-manager solutions adds another layer of diversification...

clock

Graham Coxell, the new chief executive of Rowan Dartington, explains why offering clients direct positions in combination with multi-manager solutions adds another layer of diversification...

I’m learning. I have now been in this post for three months and, in a comparatively short space of time, I’ve really taken to the team and their ability to spot the investment winners. My background has been dominated by software, IFA portals and collective platforms. I have seen the investment process from a high, corporate level, rather than understanding it at a grass-roots, hands-on perspective. In short, my current role has allowed me to see the whole investment process from a refreshingly different perspective. Previously, I saw investments primarily being based around collec...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Omnis Investments launches passive range for Openwork and 2plan advisers

Omnis Investments launches passive range for Openwork and 2plan advisers

L&G to run day-to-day investment management

Patrick Brusnahan
clock 19 May 2026 • 2 min read
Digital bank Zopa gains targeted support authorisation

Digital bank Zopa gains targeted support authorisation

Receives regulatory approval for investment products

Sophia Panayi
clock 19 May 2026 • 1 min read
FCA and BoE called to provide certainty on tokenisation regulation

FCA and BoE called to provide certainty on tokenisation regulation

Tokenisation set to boost efficiency

Linus Uhlig
clock 18 May 2026 • 2 min read