Outsourcing Benefits | Out-Sourced Investment Management
Rowan recognises that the skills of the Financial Adviser and the Investment Manager are different. Modern, enlightened financial advisers increasingly wish to provide their clients with a more sophisticated service than the financial product driven sales techniques of the past few decades; to be able to agree an integrated investment strategy and then utilise the most appropriate wrappers within which to execute the strategy.
Rowan offer professional financial planners the ability to create a risk controlled in-house investment management service. This includes the creation of in-house portfolios including onshore taxable and offshore, Personal Equity Plans, Individual Savings Accounts, Self Invested Personal Pensions and Small Self Administered Schemes. And for the management of all accounts to be within a seamless investment strategy.
Rowan provide a complete investment management service, including all appropriate administration, the preparation of full supporting documentation either co-branded or white labelled to the Financial Adviser’s firm, provision of new business training and secure on-line access to client portfolio information.
Rowan gives the professional adviser the ability to provide a level of personal service beyond that offered by simple product recommendation.
