CIO of Heartwood Investment Management Noland Carter has stepped down from the role after nearly 12 years at the firm, PA's sister title Investment Week has learned.
Carter (pictured), who was previously the CIO of Rothschild Wealth and Barclays Wealth, was responsible for introducing the firm's multi-asset and sustainable range, and also oversaw the firm's digital...
Deal was announced in June this year
Departs in April 2021
Raft of portfolio management changes
Individual holdings breach limits
Positive and negative emotions
Acquired £1.25bn in AUM
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.