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heartwood wealth
  • Min. account size

    £500,000
  • Company type

    Investment Manager
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Small
  • Size

    UK Wide
  • Founded

    1988

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Heartwood Wealth Factfile

Since we were founded over 25 years ago, Heartwood has grown steadily and we currently have over £2 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. In 2013, Heartwood became a wholly-owned subsidiary of Handelsbanken, the local relationship bank, in order to create a uniquely customer-led banking, wealth and investment management service across the UK. Together, the business continues to focus on long-term client relationships and high service standards.

Advisory Investment Management

Financial Planning

Lending

Discretionary Investment Management

Execution-only Investing

Other Services