Insights

Growing Client Base Handelsbanken Wealth & Asset Management has established long-term relationships with high-net-worth clients, including business leaders and financial professionals, indicating a strong foundation for expanding services tailored to sophisticated investors seeking bespoke wealth management solutions.

Community Engagement Recent charity investments and partnerships demonstrate the company's active involvement in community initiatives, presenting opportunities to offer socially responsible investment strategies and ESG-focused products to clients interested in sustainable investing.

Leadership Expansion Key hires such as the head of intermediary business and regional managers highlight a strategic focus on expanding distribution channels, especially in intermediaries and local markets, suggesting potential for developing tailored products for these segments.

Technological Foundations The use of modern tech tools like DocuSign and web security protocols signals an openness to digital transformation, creating opportunities to introduce innovative digital wealth management solutions and enhanced client experience services.

Financial Profile With annual revenue between $25 million and $50 million and a boutique scale of operation, there is potential for growth in high-margin personalized services and differentiated investment strategies that cater to affluent clients seeking tailored solutions beyond mass-market offerings.

Handelsbanken Wealth & Asset Management Tech Stack

Handelsbanken Wealth & Asset Management uses 8 technology products and services including Emotion, JSON-LD, jQuery Migrate, and more. Explore Handelsbanken Wealth & Asset Management's tech stack below.

  • Emotion
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Windows Server
    Operating Systems
  • X-XSS-Protection
    Security
  • Bootstrap
    UI Frameworks
  • Microsoft IIS
    Web Servers

Media & News

Handelsbanken Wealth & Asset Management's Email Address Formats

Handelsbanken Wealth & Asset Management uses at least 2 format(s):
Handelsbanken Wealth & Asset Management Email FormatsExamplePercentage
First.Last@heartwoodgroup.co.ukJohn.Doe@heartwoodgroup.co.uk
91%
Last@heartwoodgroup.co.ukDoe@heartwoodgroup.co.uk
4%
First.Middle@heartwoodgroup.co.ukJohn.Michael@heartwoodgroup.co.uk
4%
First@heartwoodgroup.co.ukJohn@heartwoodgroup.co.uk
1%
First.Last@handelsbanken.co.ukJohn.Doe@handelsbanken.co.uk
95%
Last@handelsbanken.co.ukDoe@handelsbanken.co.uk
3%
First.Middle@handelsbanken.co.ukJohn.Michael@handelsbanken.co.uk
2%

Frequently Asked Questions

What is Handelsbanken Wealth & Asset Management's phone number?

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You can contact Handelsbanken Wealth & Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Handelsbanken Wealth & Asset Management's official website and social media links?

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Handelsbanken Wealth & Asset Management's official website is handelsbanken.co.uk and has social profiles on LinkedIn.

What is Handelsbanken Wealth & Asset Management's NAICS code?

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Handelsbanken Wealth & Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Handelsbanken Wealth & Asset Management have currently?

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As of December 2025, Handelsbanken Wealth & Asset Management has approximately 209 employees across 3 continents, including EuropeNorth AmericaSouth America. Key team members include Chief Investment Officer: G. B.Chief Operating Officer: P. M.President: F. H.. Explore Handelsbanken Wealth & Asset Management's employee directory with LeadIQ.

What industry does Handelsbanken Wealth & Asset Management belong to?

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Handelsbanken Wealth & Asset Management operates in the Financial Services industry.

What technology does Handelsbanken Wealth & Asset Management use?

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Handelsbanken Wealth & Asset Management's tech stack includes EmotionJSON-LDjQuery MigrateDocuSignWindows ServerX-XSS-ProtectionBootstrapMicrosoft IIS.

What is Handelsbanken Wealth & Asset Management's email format?

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Handelsbanken Wealth & Asset Management's email format typically follows the pattern of First.Last@heartwoodgroup.co.uk. Find more Handelsbanken Wealth & Asset Management email formats with LeadIQ.

When was Handelsbanken Wealth & Asset Management founded?

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Handelsbanken Wealth & Asset Management was founded in 1988.

Handelsbanken Wealth & Asset Management

Financial ServicesEngland, United Kingdom201-500 Employees

Handelsbanken Wealth & Asset Management is the wealth and investment management arm of Handelsbanken in the UK. Our focus is on long-term relationships and customer satisfaction. As part of the Handelsbanken Group, one of the world's safest banks, we operate in a culture that reflects the timeless values of trust and respect, for customers and colleagues alike. 

For over 30 years Handelsbanken Wealth & Asset Management (previously Heartwood Wealth Management) has been relied on by our customers, including business leaders and sophisticated financial professionals, to advise them and to manage their wealth. We focus on one objective – customer satisfaction – since a satisfied customer will be happy to both return and to recommend us. 

We deal with some of the most important issues that come into our clients’ and their families’ lives, so we believe it is essential to combine the personal care of a trusted adviser with the support of experts. We have no sales targets or incentives. Outstanding service and results have been the drivers in building our reputation for client satisfaction. Working together as a team, we are able to draw upon our specialists’ experience in many areas including pensions and retirement, tax, inheritance planning and investment management. We offer a focused range of global multi asset investment strategies, designed to suit most investing needs:  Core, Sustainable and Income. 

Please visit our website www.wealthandasset.handelsbanken.co.uk for further information. 

Handelsbanken Wealth & Asset Management Limited is authorised and regulated by the Financial Conduct Authority (FCA) in the conduct of investment business and is a wholly-owned subsidiary of Handelsbanken plc. 

The value of any investment and income from it is not guaranteed and can fall as well as rise so that you may not realise the amount originally invested.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
201-500

Section iconFunding & Financials

  • $25M$50M

    Handelsbanken Wealth & Asset Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Handelsbanken Wealth & Asset Management's revenue is estimated to be in the range of $25M$50M

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