Profil
Mr. David A.
Lough is the Founder & Chairman at Heartwood Wealth Management Ltd.
He is a Trustee of the Haberdashers’ Aske’s Federation Trust, Beckett's Trust Housing Association Ltd., the Skyrme Hart Charitable Trust and of the Friends of Penshurst Church and is a Member of the Advisory Board of Charinco and Charishare.
He has provided investment and financial advice to private clients and their families for many years.
He specialised in shipping and then international investment banking, spending some time in Japan, Hong Kong and Australia, before becoming a Managing Director of County Natwest Investment Bank.
He joined Cripps Harries Hall in 1988 in a joint venture that has since evolved into Heartwood.
He was first a Director and then a Managing Director of Cripps Harries Hall's Finance and Investment Services Division.
In addition, he founded and was the Chairman of the Association of Solicitors Investment Managers from 1993 to 1996.
He became the Chief Executive Officer of Cripps Portfolio following its demerger with Cripps Harries Hall, which rebranded as Heartwood Wealth Management after a successful management buy-out in December 2005.
Following the 20-year anniversary of Heartwood, he became the Chairman in March 2009.
He is a past Chairman of the Temple Grove Schools Trust.
Mr. Lough graduated from Oxford University with a degree in History and Modern Languages.
He is a Fellow of the Chartered Institute of Securities and Investment and a Member of its Wealth Management Committee.
He is also a Member of the Financial Services Forum's Wealth Management Committee.
Anciens postes connus de David A. Lough
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Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Fondateur | 01/05/2013 |
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Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Finance |