Bringing you live news and features since 2006 

Heartwood Investment Management announces new fund management responsibilities

RELATED TOPICS​

Graham Bishop is to assume responsibility for Heartwood Investment Management’s Balanced investment strategy, including the LF Heartwood Balanced Multi Asset Fund. 

Bishop, Investment Director, joined Heartwood in 2017 and will take over the strategy from fellow Investment Director, Michael Stanes. Since joining Heartwood Graham has been responsible for Heartwood’s asset allocation process and he will continue with this role.
 
Stanes will continue to manage Heartwood’s Growth investment strategy, including the LF Heartwood Growth Multi Asset Fund, and he will continue to lead Heartwood’s equity research team.
 
Noland Carter, Chief Investment Officer and Head of Heartwood Investment Management, says: “Heartwood has always taken a team based approach to investing, and the changes announced today continue to reflect this philosophy. Since Graham joined us he has played a key role driving our asset allocation process and now that he is thoroughly embedded in Heartwood this change of responsibility for the Balanced strategy is a natural evolution. This change will also allow Michael to increase his focus on Heartwood’s Growth strategy and our equity research.”

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

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
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...
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