Graham Bishop has been confirmed as permanent CIO at Heartwood Investment Management, having taken on the role on a temporary basis following the departure of Noland Carter earlier this year.
Investment Week revealed in March that Carter had stepped down from the role after nearly 12 years at the firm. Carter, 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 reporting functionality. In a letter to investors, seen by Investment Week, Heartwood IM told clients Carter has also been instrumental in making the £4bn AUM firm a "perfect fit" for Handelsbanken UK, which acquired the firm in 2013. He was initially replaced in the short term by inv...
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