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Ex-Barclays philanthropic boss joins Heartwood as charities head
by Dylan Lobo on Oct 21, 2013 at 15:57
Heartwood Investment Management has hired former Barclays Wealth head of charities and philanthropy Guy Davies.
Davies (pictured) takes up the newly created post of head of charities at Heartwood.
He has nearly 20 years of experience. He quit Barclays Wealth for Evercore Pan-Asset in September 2008 to take up a post as head of charities, trusts and private clients. His career has also seen him hold senior business development positions at Lazard Asset Management and Baring Asset Management.
Davies started his career with The Life Guards and is a trustee of several charities, including ABF The Soldiers’ Charity, Army Central fund and the Life Guards Association Charitable trust. He was also a director of the Armed Forces Common Investment fund and the Household Cavalry Foundation.
The hire represents a concerted push by Heartwood into the charity market where it has held a presence for 20 years.
Heartwood head and chief investment officer Noland Carter said: 'Guy has an impressive track record and is ideally qualified to spearhead the growth of our charities division.
'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.'
Davies added: 'Charities have occupied a core part of Heartwood’s business and it has grown primarily through word of mouth. There is a real opportunity to take this business to the next level.'
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