Private Wealth Management
Investment Management

Heartwood is an independently-owned firm specialising in providing investment management and wealth management services for private clients and charities.

We believe that our clients deserve the highest quality of investment management, but with a personal and flexible service that recognises the importance of their individual circumstances. At Heartwood, we combine the financial sophistication of an institutional investor with the client-focused ethos of a boutique.

 

APM_award_2010

Private Asset Managers Awards 2010
Winner: Best Overall Wealth Solutions Provider - High Net Worth
Shortlisted: Investment Performance Defensive Portfolios
Shortlisted: Image and Reputation - High Net Worth