Our clients
Today, we manage over £1 billion of funds on behalf of our clients, who include:
- senior executives of UK companies;
- senior investment bankers;
- private equity partners;
- hedge fund managers;
- lawyers;
- financiers and entrepreneurs;
- media and sports professionals;
- retired wealth;
- small pension funds and SIPPs;
- charities;
- trusts;
- professional intermediaries, including solicitors, accountants and financial advisers.
By adhering steadfastly to our founding principles, we have forged strong relationships with our clients, which in turn has provided a platform for future growth: in our last customer satisfaction survey, over 90% of our clients said they would willingly recommend us to family and friends.
"We really appreciate your successful efforts to navigate these choppy waters...we have every confidence in you." Heartwood client 2010






