Bringing you live news and features since 2006 

Heartwood Investment Management sees assets increase by 19 per cent in 2016

RELATED TOPICS​

Heartwood Investment Management (Heartwood) has reported an increase in total assets under management and administration (AUMA) of 19 per cent during 2016 to GBP2.94 billion.

Heartwood’s client base has grown across its wealth management and intermediary divisions, with total gross inflows of over GBP453 million in 2016. New business was generated primarily through referrals and Heartwood have continued to maintain high client retention rates.
 
In 2016 Heartwood launched two new ethical multi asset investment strategies. The Ethical Balanced and Ethical Growth strategies have risk / return profiles that are aligned with Heartwood’s long standing total return Balanced and Growth investment strategies, but are implemented using investments that meet appropriate ethical criteria.
 
2016 also saw the appointments of Paul Rose as Intermediary Client Director, Charu Lahiri as Investment Manager and Justin Ralph as Business Manager.
 
Noland Carter, Head of Heartwood Investment Management, says: “We have entered 2017 on the brink of surpassing the GBP3 billion milestone having attracted significant inflows across all our client divisions. These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges. All of our global multi asset fund portfolios, underpinned by a strict risk framework, continue to deliver a consistently strong, long term performance and enable all our clients to benefit equally.”
 
Heartwood is a global multi-asset class investment manager that offers a choice of investment strategies designed to suit a range of risk appetites. Its straightforward investment proposition is designed to optimise the expertise of a high calibre, experienced team of professionals to benefit clients with portfolios of all sizes.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by