Handelsbanken Wealth & Asset Management Overview

  • Type
  • Money Management Firm

  • Year Founded
  • 1988

Year Founded

  • Professionals
  • 3

Professionals

  • AUM

Handelsbanken Wealth & Asset Management General Information

Description

Handelsbanken Wealth & Asset Management is a money management firm based in London, United Kingdom. Established in 1988, the firm provides wealth planning and investment management services, including discretionary and advisory portfolio management, global multi-asset funds, retirement and pension planning, tax-efficient investment solutions, and estate and inheritance planning for individuals, families, and trusts. The assets are managed by the board of directors.

Contact Information

Website
wealthandasset.handelsbanken.co.uk
Formerly Known As
Cripps Portfolio Ltd, Heartwood Wealth Management, Heartwood Investment Management
Year Founded
1988
Open To Secondaries
Open To First Time Funds
Institution Type
Money Management Firm
Primary Contact
Title
Chief Investment Officer
Phone
+44 020
Corporate Office
  • 25 Basinghall Street
  • London EC2V 5HA
  • England, United Kingdom
+44 020

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Handelsbanken Wealth & Asset Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Handelsbanken Wealth & Asset Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Handelsbanken Wealth & Asset Management FAQs

  • When was Handelsbanken Wealth & Asset Management founded?

    Handelsbanken Wealth & Asset Management was founded in 1988.

  • Where is Handelsbanken Wealth & Asset Management headquartered?

    Handelsbanken Wealth & Asset Management is headquartered in London, United Kingdom.

  • How many Assets Under Management (AUM) does Handelsbanken Wealth & Asset Management have?

    Handelsbanken Wealth & Asset Management has in assets under management.

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