Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

Mike Sheen
clock • 3 min read

Heartwood Investment Management has carried out a digital overhaul of its client disclosure offering, Investment Week can reveal, in the first stage of an "evolutionary" plan to improve the way it communicates with clients.

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Funds

Scottish Widows to launch trio of LTAFs

Scottish Widows to launch trio of LTAFs

Following FCA approval

Cristian Angeloni
clock 20 August 2025 • 1 min read
Seven strategies gain FundCalibre 'Elite' badges

Seven strategies gain FundCalibre 'Elite' badges

Brunner investment trust also on list

Sorin Dojan
clock 20 August 2025 • 1 min read
iCapital bolsters Apollo partnership with five private market solutions

iCapital bolsters Apollo partnership with five private market solutions

Evergreen funds

Sorin Dojan
clock 19 August 2025 • 1 min read
Trustpilot