x
Skip to content
International Adviser
  • Contact
  • Register
  • Sign in
  • Regions
    • United Kingdom
    • Middle East
    • Europe
    • Asia
    • Africa
    • North America
    • Latin America
  • Industry
    • Tax & Regulation
    • Products
    • Life
    • People Moves
    • Companies
    • Offshore Bonds
    • Retirement
    • Technology
    • Platforms
  • Investment
    • Equities
    • Fixed Income
    • Alternatives
    • Multi Manager
    • Property
    • Macro Views
    • Structured Products
    • Emerging Markets
    • Commodities
  • NRI Adviser
  • IA 100
  • Best Practice
    • Best Practice News
    • Best Practice Awards
  • CPD Corner
  • Media
    • Video
    • Square Mile Research
  • My IA
    • Events
    • Directory
    • IA Tax Panel
    • IA Intermediary Panel
    • About IA
    • IA FAQ

SIGN IN International ADVISER

Access full content on the International Adviser site and amend your account details



Not registered?

Heartwood IM rolls out reporting service for IFAs

By Robbie Lawther, 15 Jan 19

Advisers can create custom reports for clients

Businessman using a modern interface

The asset management arm of Handelsbanken in the UK has unveiled a reporting solution for private clients and financial advisers.

Heartwood Investment Management’s solution gives daily data updates with commentary on strategy positioning, performance and trades.

It has been developed in conjunction with SimCorp Coric, a provider of reporting solutions for private wealth and institutional asset managers.

The service includes a range of tools including a full online client centre and customisable reports to support adviser meetings with clients.

Noland Carter, head of Heartwood Investment Management and chief investment officer, said: “Our clients’ digital expectations have been transformed over the past few years, but our industry continues to focus on quarter end reporting.

“With this reporting capability we wanted to meet client requirements for relevant daily data on their portfolios – combined with up-to-date, relevant commentary on markets, portfolio positioning and trading.”

In February 2018, International Adviser reported that Heartwood Investment Management had launched two lower-risk strategies to its sustainable multi-asset range.

Tags: Heartwood Investment Management | Reporting solution

Related Stories

  • Asia

    Aussie regulator to hand out harsher penalties and sanctions

    Latest news

    HMRC criticised over offshore tax avoidance pursuit

  • Companies

    Investors Trust expands into Puerto Rico

    Asia

    Why should investors look at value investing?


NEWSLETTER

Sign Up for International
Adviser Daily Newsletter

subscribe
  • SPONSORED BY Old Mutual International

    What the Isle of Man’s ‘code’ means for you

OTHER STORIES FROM LAST WORD...

Experts upbeat on green bond market

Are you investing in controversi...

Lazard offers Scandinavian bond ...

More news from EI

HEAD-TO-HEAD: Fidelity vs Haitong

The FSA Spy market buzz – 15 Feb...

Pictet Wealth defends hedge funds

More news from FSA

High Court rules against Woodfor...

Weekly outlook: Priips debated; ...

Janus Henderson property pricing...

More news from PA
  • View site map
  • Cookie Policy
  • Privacy Policy
  • Terms and Conditions
  • Acceptable Use Policy
  • Contact

International
Adviser

Published by Last Word Media (UK) Limited, Fleet House, 1st Floor, 59-61 Clerkenwell Road, London, EC1M 5LA. Copyright (c) 2019. All rights reserved. Company Reg. No. 05573633. VAT. No. 872 411 728. ISSN 2397-284X

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high net worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.

We use cookies to give you the best experience. If you do nothing we'll assume that it's okay. Find out more.