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In brief

At Heartwood, we value and admire clear thinking about financial markets. To us, clear thinking means distilling research and data into insights that support action. It means focusing on what matters, using experience and judgement to distinguish the signal from the noise.

For over 25 years, knowledgeable and demanding clients – including FTSE 100 directors, private equity partners, hedge fund managers and leading UK charities – have trusted us to manage their assets.

They expect us to be good stewards of their wealth, to deliver good levels of growth and dependable returns, over the long term. For our part, we aim to deliver the investment journey they expect.

At a glance

  • Award-winning boutique investment business
  • Specialists focused on multi asset investing
  • £3.5 billion under management and administration, as at 31 December 2018
  • Part of the Handelsbanken group

Our approach to investing is considered and straightforward.

We specialise in multi asset class investing, creating diversified portfolios that blend investments from across global markets.

Each of our investment strategies has a clear target return, and we focus on delivering positive real returns over the long term.

In making our expertise available to clients, we have worked hard to avoid unnecessary complexity. We offer a focused range of investment strategies, designed to suit most investing needs.

Investment philosophy

Our approach

Investment process

Our process

Multi asset portfolios

Multi asset strategies