Heartwood

Heartwood is an independently-owned firm specialising in investment management for private clients. Founded over 20 years ago, it has established a growing reputation as one of the industry’s best-kept secrets. Much of our new business comes to Heartwood thanks to word-of-mouth referrals from existing clients – a testament to their satisfaction with our investment performance. We manage over £1 billion on behalf of clients, who include senior executives of investment banks and FTSE 100 companies, partners of private-equity firms, senior lawyers and other successful professionals.

Heartwood has a prudent, disciplined approach to investing, aiming to generate strong but realistic levels of return without taking undue risks. We focus our resources on adding value for clients at every stage of the process, with all decisions subject to intense scrutiny from the members of the investment team. And, as an independent organisation, we have a truly open-architecture approach, sourcing the most appropriate, cost-effective products from across the market-place, regardless of provider.

In terms of investment style, we believe in active, global, multi-asset investing, seeking to deliver strong risk-adjusted returns. In other words, we look for opportunities in all markets worldwide, aiming to reduce the overall risk to a client’s portfolio by spreading investments across a broad range of different types of assets, markets and products. Our sophisticated risk-management controls not only reduce unwanted risk for clients but also give us the confidence to be truly active, taking substantial positions where we have the strongest conviction in our views.

For further information, please look at our website – www.heartwoodwealth.com or contact us at our London Office – 0207 812 7030 or our Tunbridge Well Office on 01892 701801.