Heartwood CEO: Diversity a 'commercial imperative' for wealth sector

Corporate culture needs to be clearly defined

Mike Sheen
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CEO of Heartwood Wealth Management Tracey Davidson
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CEO of Heartwood Wealth Management Tracey Davidson

Tracey Davidson, CEO of Heartwood Wealth Management, has claimed workplace diversity is a "commercial imperative" that cannot be seen by industry members as "only a social requirement".

Speaking at a seminar hosted by law firm Wedlake Bell and wealth management head hunters Syracuse Partners regarding the future of the industry, Davidson (pictured) said a diversified workforce is capable of providing clients "with the relationship they want" and improving services provided to them. Five ways Guild of Investment Managers is seeking to change industry's 'male, pale and stale' reputation She explained: "To differentiate is to create the best foundation for a business to succeed and that diversity in the workplace is not only a social requirement but a commercial imperat...

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