Since we were founded over 20 years ago, Heartwood has grown steadily and organically and we currently have over £1.1 billion of funds under management.

Much of our new business comes to Heartwood thanks to word-of-mouth referrals from existing clients, which we see as a testament to their satisfaction not only with our investment management and private wealth management services, but also with the exceptional quality of our personal attention. This is a source of great pride, because many clients are senior executives of investment banks and multinational companies, partners of private-equity firms and hedge funds, other successful professionals and families with substantial wealth. Without exception, they are extremely discerning when it comes to their personal financial affairs.

Heartwood believes that a boutique owned mainly by the people who work in it is the best model for a wealth and investment management business focusing on private clients and charities. With over 90% of the shares of the business owned by two-thirds of staff, our interests are aligned with those of our clients, thereby reinforcing both our commitment to the integrity and quality of our service and our ability to deliver strong investment performance over the long term.