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
Running sessions throughout June's inaugural event