We’re developing a broader range of businesses under the R C Brown umbrella; some based around investment portfolio management, others focused on investment administration.
Our support could be the use of our Regulatory licence and could also extend to use of our offices and systems. We are always keen to discuss new opportunities, but with the caveat that both sides must be comfortable with our ethos and values
Since 2013, we have helped two separate investment firms establish themselves, and are actively pursuing other opportunities to act as an incubator for up-and-coming fund management businesses.
The first was Alpha Portfolio Management (Alpha) and was formed in November 2013 by the team that ran the Signature proposition for Rowan Dartington. They operate and manage their business and portfolios separately from ourselves, but do share our Bristol office and administration systems.
In 2014 we also helped the team that is now Coram Asset Management break away from their previous home, and set up their own fund business. We assisted them with their licence application with the Regulator, they are now a fully independent business having repaid our support.