Heartwood provides high-quality investment management for private clients and charities. We aim to deliver consistently strong returns for the level of risk which is appropriate for each client, in order to help them meet realistic investment objectives.

What we think singles us out is a combination of factors:

• a disciplined investment process, allowing all our clients the chance to benefit equitably from the performance of our Investment Strategies;
• a global, multi-asset investment style, which seeks opportunities worldwide while reducing risk through diversification;
• an integrated, realistic approach to wealth management – we take into account practical considerations, such as tax and fees, in order to maximise real returns;
• first-class service and communication, ensuring that your needs are addressed and that you are kept fully and candidly informed of our investment performance.

It is our belief that Heartwood, as a boutique investment business owned mainly by the people who work for it, has its interests aligned with those of our clients: the long-term success of our business is inextricably linked to your satisfaction with our service and the achievement of your investment objectives.

Click here to download our Investment Management brochure.