Update: Investor relations firm rebrands following co-founder Young's exit

Moved to AXA IM

Former UK equity fund manager Alex Schlich has rebranded his business Heartwood Partners to Yellowstone Advisory after the departure of co-founder Simon Young to AXA IM.

Schlich and Young set up the business earlier this year targetting small and mid-cap companies looking to improve their relations with their shareholder base.   However, Young left the business in September and joined AXA IM to run the AXA Framlington Blue Chip Equity Income fund.  As a result of the departure, managing director Schlich has rebranded the firm as Yellowstone Advisory, retaining its remit as an investment advisory business.  This includes offering services such as shareholder analysis, corporate fact sheets, results roadshows, perception studies and communication bes...