Heartwood exits ‘competitive’ adviser market to focus on private clients
UK wealth manager tells advisers the distribution channel will close in 2021
Heartwood Investment Management
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Heartwood swaps out manager on balanced mandate
Heartwood Investment Management has confirmed there will be a changing of the guards on its balanced mandate to allow manager Michael Stanes more time to focus on running the growth strategy.
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Heartwood adds lower-risk options to sustainable range
Heartwood Investment Management has added two lower-risk strategies to its sustainable multi-asset range.
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Bishop joins Heartwood to lead tactical asset allocation
Heartwood Investment Management has appointed Graham Bishop as investment director to lead its tactical asset allocation.
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Market optimism up against big challenges in ‘Mad March’
With the FTSE hitting record highs and UK economic prospects looking brighter, one investment manager has questioned whether market optimism can survive a bumpy ride in ‘Mad March’.
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Heartwood reports 16% rise in assets
Heartwood Investment Management has reported a rise in asset of 19% in 2016.
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Heartwood launches pair of ethical multi asset funds
Heartwood Investment Management has launched two new ethical multi asset investment strategies; Ethical Balanced and Ethical Growth.
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PA ANALYSIS: An emerging markets turning point or false dawn?
The recent modest recovery in oil and other commodities prices has prompted some early calls that a widely unloved asset class recently could be close to seeing better days.
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Heartwood warns of further credit headwinds
Credit markets are likely to face more headwinds going into 2016, according to investment director at Heartwood Investment Management David Absolon.
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Brexit worries unlikely to scare international property investors out of UK market
The prospect of rising interest rates and a potential Brexit are likely to impact property sector investor sentiment in 2016, says Alan Sippetts, investment director at Heartwood Investment Management.
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PA ANALYSIS: Plenty of life in UK property
With a Federal Reserve interest rate rise looming large and the Bank of England believed to be not a long way behind, there is an obvious case to be made that UK commercial property has had its time in the sun for now.
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Heartwood rolls out new income funds
Heartwood Investment Management has launched two new global multi asset income funds to sit alongside its total return range.