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.

“We deal with some of the most complicated issues that come into our clients' and their families' lives, so we need to combine the personal care of a trusted adviser with an institutional investor's discipline.” 
David Lough, Founder & Chairman

Private Asset Managers Awards 2011
Winner: Best Overall Wealth Solutions Provider - High Net Worth
Shortlisted: Investment Performance - Defensive Portfolios
Shortlisted: Investment Performance - Growth Portfolios
Shortlisted: Image & Reputation