Investment management firm Heartwood has inked deals with a host of platforms as it looks to gain traction in the IFA market with a new investment proposition.
As part of its assault on the intermediary space, Heartwood has established partnerships with Novia, Ascentric, Transact, Fusion Wealth Platform, Aviva, Standard Life wrap and Elevate. Heartwood's investment proposition - which offers multi-asset portfolios either as models or through tax-efficient funds - will now be available on these platforms via IFAs. The firm is also looking to offer two model portfolios next month which will also be accessed via wraps. Its platform tie-ups come as the wealth management and investment firm looks to the intermediary space to help expand its of...
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