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

China: Beyond trade tensions and tariffs

China: Beyond trade tensions and tariffs

'So what do you think about China?'

Gabriel Sacks
clock 05 December 2025 • 4 min read
As good as... Should investors rely on gold to protect portfolios during market dips?

As good as... Should investors rely on gold to protect portfolios during market dips?

'Gold is often bought more on hope than expectation'

James Flintoft
clock 04 December 2025 • 3 min read
Darius McDermott: The uncertain future of the US dollar

Darius McDermott: The uncertain future of the US dollar

'Investors need to be aware of the potential vulnerability of the dollar'

Darius McDermott
clock 03 December 2025 • 5 min read