Heartwood shuffles model portfolio management line-up
Heartwood Investment Management has shuffled the management line-up for its global multi-asset portfolios.
Heartwood Investment Management has shuffled the management line-up for its global multi-asset portfolios.
Heartwood Investment Management has added to its European equities overweight during the past week despite all the fallout from Greece’s potential eurozone exit.
Heartwood Investment Management believes in keeping things simple, maintaining that similar treatment of all clients with the same risk profile gets rid of a lot of frictional activity and allows its investment team to focus.
Despite the subjectivity nature of picking Oscar winners, this year’s bunch were a fairly predictable lot – no surprises, nothing left field and all pretty drab.
According to Heartwoods Jaisal Pastakia, seasonal factors influenced the second quarter data, so a pull-back in activity should have been expected
In the past six months, Heartwood Investment Management has passed the £2bn mark in assets under management and administration.
Alan Sippetts, investment director at Heartwood Investment Management explains why it still has meaningful exposure to small and mid-cap firms.
OMGIs director of product management moves to investment boutique Heartwood.