Below is a selection of awards that Handelsbanken Wealth Management and Handelsbanken Asset Management (previously Heartwood Investment Management) have won over the past few years.
Financial Adviser of the Year (South West) Finalist: Lucy Allington
Winner: High Net Worth Team
Highly Commended: Tax Team
Highly Commended: Marketing & PR campaign
Handelsbanken Wealth Management was placed in the top 25 of FTAdviser’s Top 100 Financial Advisers 2020 (17th).
2019 Winner: Best Fund Manager
2019 Winner: Change Management Process/Best Implementation of a Technology Solution
2019 Shortlisted: Most Promising New Entrant (Sustainable)
2016 Highly Commended: Specialist Wealth/Private Investment Manager
2015 Shortlisted: Best Private Investment Manager
2013 Winner: Specialist Wealth Manager
2013 Highly Commended: Private Asset Manager
2019 Winner: Customer Loyalty
2019 Highly Commended: Customer Interaction and User Experience
2019: thewealthnet Top Financial Planning Companies
2018: thewealthnet Top Financial Planning Companies
Sustainable Awards
2018 Shortlisted: Best New Entrant – Services
Fund Services Awards
2018 Shortlisted: Best Technology Solution - Dynamic Fund Reporting
Marketing and Innovation Awards
2019 Shortlisted: Innovation