Profile
Mr. Martin A.
Perry is an Investment Director at Heartwood Wealth Management Ltd.
He has been with Heartwood since 2001, and has joint responsibility for tactical asset allocation.
He also manages client portfolios.
Previously, Mr. Perry worked at UBS for more than ten years as an Investment Manager and ultimately Deputy Head of Global Research in the private banking division.
In 1986, he joined Banque Belge, where he became Head of Investment Management, having started his career as an Analyst and Investment Manager with NatWest Bank and Williams de Broe.
Mr. Perry attained an MSc in Finance at the London Business School in 2000.
He is also an Associate of the CFA Society of the UK and of the Institute of Financial Services.
Former positions of Martin A. Perry
| Companies | Position | End |
|---|---|---|
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. | Director of Investments | 19/06/2015 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Martin A. Perry
