Ashcourt Rowan Asset Management’s Managed Portfolio Service is now available through the Ascentric wrap platform. The service includes a range of investment portfolios, each with specific objectives in mind and is aimed at those advisers looking to integrate a risk adjusted and cost efficient investment management service into their financial planning process. 

Ashcourt Rowan also offers intermediaries a range of Customised Portfolios. This approach uses our discretionary powers to allow firms to efficiently manage their investment business while taking into account the specific investment requirements of clients and their own investment philosophies. This flexible approach is particularly suitable for the transfer from existing advisory models.

Paul Miles, Director of Intermediary Services at Ashcourt Rowan says “We believe being able to work with Ascentric will help adviser firms to transition their businesses in preparation for the post RDR world. It seems that our ability to offer a customised solution specific to the adviser is refreshing for many and works incredibly well in association with the Ascentric platform.”

Dominic Ventham, Ascentric’s Head of Marketing said, “Ascentric users can access the Ashcourt Rowan models through our model portfolio technology, providing a simple and seamless experience for advisers and their clients. We are extremely pleased to be adding Ashcourt Rowan to the platform as demand for their inclusion has been significant and it adds yet more choice to the range of DFMs available.”

 Read more about the Ashcourt Rowan Portfolio Service for Intermediaries here.

 Read more about Ashcourt Rowan’s proposition on the Ascentric Wrap platform here.