Tracey Ann Davidson

Chief Executive Officer at

Hampden & Co. Plc

Finance

Government

Commercial Services

Profile

Tracey Ann Davidson is currently the Chief Executive Officer at Hampden & Co. Plc.
She is also a Director at Heartwood Wealth Group Ltd., The Chartered Institute For Securities & Investment, and Personal Investment Management & Financial Advice Association.
Previously, she served as the Chairman at Handelsbanken Wealth & Asset Management Ltd. from 2019 to 2024.
Additionally, she held the position of SVP & Head-Northern Great Britain Regional Bank at Svenska Handelsbanken AB.

Tracey Ann Davidson active positions

Companies	Position	Start
Heartwood Wealth Group Ltd. Heartwood Wealth Group Ltd. Investment Banks/BrokersFinance Operates as a holding company with interests in investment management services	Director/Board Member	-
Personal Investment Management & Financial Advice Association Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services Provides advice to investment community	Director/Board Member	06/09/2018
The Chartered Institute For Securities & Investment The Chartered Institute For Securities & Investment General GovernmentGovernment Operates as securities and investment educational institute	Director/Board Member	-
Hampden & Co. Plc Hampden & Co. Plc Regional BanksFinance Provides bank services	Chief Executive Officer	21/05/2024

All active positions of Tracey Ann Davidson

Former positions of Tracey Ann Davidson

Companies	Position	End
Handelsbanken Wealth & Asset Management Ltd. Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities.	Chief Executive Officer	31/10/2019
SVENSKA HANDELSBANKEN AB	Corporate Officer/Principal	-

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Linked companies

Private companies	6
Svenska Handelsbanken AB Svenska Handelsbanken AB Major BanksFinance Provides national commercial banking services	Finance
Handelsbanken Wealth & Asset Management Ltd. Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities.	Finance
Heartwood Wealth Group Ltd. Heartwood Wealth Group Ltd. Investment Banks/BrokersFinance Operates as a holding company with interests in investment management services	Finance
The Chartered Institute For Securities & Investment The Chartered Institute For Securities & Investment General GovernmentGovernment Operates as securities and investment educational institute	Government
Hampden & Co. Plc Hampden & Co. Plc Regional BanksFinance Provides bank services	Finance
Personal Investment Management & Financial Advice Association Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services Provides advice to investment community	Commercial Services