Heartwood Investment Management has appointed Guy Davies as head of Charities and will be responsible for growing the division within the firm.
In his new role, Davies will report to Noland Carter, head of Heartwood Investment Management and CIO.
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Davies, with 20 years of experience in the sector has joined Heartwood from Evercore Pan-Asset, where he most recently served as head of Charities, Trusts and Private Clients.
Prior to this, he has worked as head of Charities and Philanthropy at Barclays Wealth, before which he has held senior business development roles at Lazard Asset Management and Baring Asset Management.
Noland Carter, chief investment officer at Heartwood Investment Management said: "We have spent over 20 years delivering reliable and prudent investment management to many of the UK’s leading charities and we are looking forward to working with Guy to extend our proposition to an even greater number of institutions."
Guy Davies added: "The recent acquisition by Handelsbanken has further strengthened the business as it now combines a high quality investment management process with a unique relationship based service for charities throughout the UK."
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By GlobalDataHeartwood has £1.7 billion of funds under management.
