Heartwood CEO Davidson steps aside to take up parent group role

Simon Dixon appointed interim CEO

CEO of Heartwood Wealth Management Tracey Davidson will step down from the role after more than five years, having being appointed as deputy CEO of parent group Handelsbanken.

From 1 November current head of Handelsbanken Wealth Management Simon Dixon will take up the role as CEO of Heartwood on an interim basis, while a recruitment process takes place, the firm said. Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul A board member at PIMFA, Davidson will remain with Heartwood as chair, taking over from Michael Broom who will remain on the board as a non-executive director. Heartwood said in a statement that Davidson had "overseen the integration and evolution" of the firm's wealth and asset management business, "since the company becam...