Cookie policy

Heartwood's website uses cookies. By continuing to browse you are agreeing to our use of cookies. To find out more, please visit our cookie policy page.

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

5th April 2017: Heartwood recognised for investment performance with FE Trustnet Alpha Manager Awards. Read more about the Alpha Manager Awards here

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

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

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

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


PAM Awards

FE Trustnet Team Awards

Citywire Awards

Wealth Briefing European Awards