Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

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

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.

Contact person
Fee structure Per trade, annual fee
Min. account size
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee, hourly, fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance Jet, yacht, art
Contact person
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
Online dealing
Timezones
Margin accounts
Retail banking
Ethical investing
Philanthropy

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