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Noland Carter joins Heartwood

Heartwood Wealth Management has appointed former Barclays and Rothschild Private Bank CIO Noland Carter to be its chief investment officer and head of the investment management division.

He will also be a director and member of the company’s senior leadership team.

Heartwood Wealth Management chief executive David Lough says: “We have been looking for an investment professional of the highest calibre to be responsible for the group’s investment management business and to lead Heartwood’s talented investment team in providing successful individuals and families with modern, well constructed investment services. We are delighted that our search has been so well rewarded with Noland’s appointment.”

Carter says: “I am delighted to be joining Heartwood at such an interesting moment in its development, now that it has passed its first £1bn of funds under management and administration. The opportunity of joining a forward thinking, independent and highly client focussed business which embraces modern investment practices is exciting.

“The investment requirements of high net worth clients become more sophisticated each year, so I look forward to taking Heartwood’s investment team to new heights to match the company’s ambition for its clients.”


Direct deal dilemmas

So the FSA moved last week to say that mortgage advisers can charge for advice when recommending that clients take out a mortgage direct from a lender.


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