thewealthnet

Heartwood wealth reshuffles the deck chairs as interim CEO jumps ship

News Team, 26/06/2020

A wealth management chief executive who was promoted to a group role has had to resume her former post after the interim cover resigned, thewealthnet can reveal.

Tracey Davidson was promoted in November 2019 from chief executive of Heartwood Wealth Management to deputy chief executive of its parent, Handelsbanken, the same time she was made chair of the Heartwood business.


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