The Private Asset Manager (PAM) awards have been running for 11 years and are acknowledged as the ‘Oscars’ of the private investment world. Heartwood was proud to receive its first PAM award on 4th March 2010, becoming the inaugural winners of the Best Overall Wealth Solutions Provider – High Net Worth.

Criterion: The institution (whose focus is mainly on clients with up to £20m in investible assets) that has offered the best overall solution to clients enabling them to enhance and preserve their total wealth as well as their financial wealth.

James Anderson, Chairman of the PAM judging panel, said: “Heartwood are worthy winners of this new category. Heartwood have been one of the pioneers of a more comprehensive definition of asset management and have tailored their offering accordingly…Heartwood’s entry provided plenty of evidence of their expertise in this field and their availability to add value for their clients.”

Heartwood were also shortlisted within a further two categories:
- Investment Performance for Defensive Portfolios
- Image and Reputation

Guy Hudson, Head of Client Services and Distribution commented, “We are delighted to have been given this recognition. Clearly, we do not exist in business to win awards, nor are we remotely complacent about the quality of what we do for our clients. Without resorting to cliché, we do recognise the need to continually earn the trust and support of those who place the management of their assets in our hands. However, this type of external recognition is important and will hopefully provide our existing clients with an additional validation of their decision to come to Heartwood, and provide those yet to appoint us with strong reasons to do so“