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Cripps rebrands as Heartwood

Wealth management company Cripps Portfolio is rebranding itself Heartwood Wealth Management.

The firm bought the company, which has 650m of funds under management for private clients, trusts and charities, at the end of last year.

Heartwood now employs 70 staff and works from is offices in London, Tunbridge Wells, Lewes and Southampton, arranging financial solutions for high and ultra net worth clients.

Heartwood says its name was chosen to represent the company values that they associate with the firm – strength, integrity, reliability, dependability and growth.

Heartwood chief executive David Lough says: At the same time we decided to follow the core name by Wealth Management instead of Portfolio because we are much more than an investment firm. Our reputation for combining investment and tax advisory skills for families is the key cornerstone of our offering and we want to convey this wider role in the new name.


Noddings to lead HSB investments

Roger Noddings is taking over as chief investment officer of HSBC Investments UK business. Noddings, previously CIO of HSBCs private client business, will have overall responsibility for all investment activities in the UK, heading the private client, multi-manager and liquidity investment teams.

IFAP survey paints bleak picture of singletons’ security

One in ten UK singletons are out of control of their finances while over half of UK adults refuse to cut back on spending to save more for retirement, says new research from IFA Promotions.The research, which included a survey of 2,000 UK adults conducted during October 2005, suggests UK singletons could be fuelling the […]

How C&G saved Christmas for client

Picture the scene – a cold Wednesday afternoon 10 days before Christmas. I received a phone call from a slightly anxious client for whom I had arranged a mortgage some three months earlier against their then unencumbered property. The conversation went something like this: “Mr Holloway, I exchanged contracts on the sale of my present […]

Jupiter restructures unit trust sales team

Jupiter Unit Trust Managers is launching a new sales team focussed on asset management clients. UK sales director Jon Brokenshire and South West regional sales director Tom Pearson have been appointed to start the new team supported by broker sales manaager Kirsti Bruce and broker sales executive Liz Adnitt.JUTM joint managing director Gordon Davidson says: […]

Creating opportunity out of change

By Denise Wond, marketing manager The buy-to-let market has recently been the subject of a raft of tax changes, all of which make it a less profitable and less appealing proposition for investors. In response, we’ve seen a dip in demand for BTL mortgages and that’s bad news for many advisers who will now be looking […]


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