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News & awards

Heartwood Investment Management were recently Highly Commended at the Wealth Briefing European Awards 2016 in the category Specialist Wealth/Private Investment Manager.

Heartwood in the News 

Our Investment Directors, Managers and Associates are often quoted. A selection of our recent coverage is below: 

Below is a selection of our other Awards. Past performance is not a reliable indicator of future performance. 

  • 2017 Shortlisted: Investment Performance – Cautious Portfolios
  • 2016 Shortlisted: Investment Performance – Cautious Portfolios
  • 2015 Winner: Investment Performance – Cautious Portfolios
  • 2015 Shortlisted: Investment Performance – Defensive and Growth Portfolios, Total Wealth Solutions Provider – High Net Worth
  • 2014 Winner: Investment Performance – Cautious Portfolios
  • 2013 Shortlisted: Total Wealth Solutions Provider – High Net Worth
  • 2012 Winner: Total Wealth Solutions Provider – High Net Worth
  • 2015 Winner: Best Overall Medium Firm
  • 2015 Shortlisted: Cautious Portfolio
  • 2016 Highly Commended: Specialist Wealth/Private Investment Manager
  • 2015 Shortlisted: Best Private Investment Manager
  • 2013 Winner: Discretionary Portfolio Management

Press releases

13th March 2017: Heartwood release research regarding the preferences of Financial Planners on income strategies. Read more here

13th February 2017: Heartwood sees continued growth as its assets increase by 19% in 2016. Read more here

14th September 2016: Heartwood announces the launch of two new ethical multi asset strategies. Read more here

8th September 2016: Heartwood Investment Management are delighted to announce the appointment of Paul Rose as an Intermediary Client Director. Read more here

 

PAM Awards

Wealth Briefing European Awards

Citywire Awards