Wealth and Asset Management
Heartwood IM closes in on £3bn AUM milestone
Heartwood Investment Management has reported that total assets under management rose by 19% to £2.94 billion in 2016. The firm saw gross inflows of £453 million last year, generated primarily through referrals and new product launches. The wealth manager, a subsidiary of Svenska Handelsbanken, unveiled its Ethical Balanced and Ethical…
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