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News & awards

Heartwood Investment Management were 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 results. 

  • 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
  • 2011 Winner: Total Wealth Solutions Provider – High Net Worth
  • 2010 Winner: Total Wealth Solutions Provider – High Net Wor
  • 2018 Shortlisted: Best Overall Medium Firm
  • 2016 Shortlisted: Cautious Portfolio
  • 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: Specialist Wealth Manager
  • 2013 Highly Commended: Private Asset Manager
  • 2013 Winner: Discretionary Portfolio Management

2018 Shortlisted: Best Technology Solution (Small to Medium <200 employees) - Dynamic Fund Reporting

Press releases

16th August 2018: The Heartwood Investment Team comment on the recent economic events in Turkey. Read more here

31st May 2018: Heartwood announces that Graham Bishop will assume responsibility of the Heartwood Balanced investment strategy while Michael Stanes will continue to manage Heartwood's Growth investment strategy. Read more here

26th March 2018: Heartwood launch a full range of sustainable investment solutions. Read more about our Sustainable strategies here

16th March 2018: Heartwood announce the appointments of Siobhan Pandya as Head of Investment Communications, and Alistair Campbell and Nikki Howes, both Investment Associates. Read more about Heartwood's growing Investment Team here

15th May 2017: Heartwood announce the appointment of Graham Bishop as an Investment Director. Read more about Graham Bishop's appointment here

2nd May 2017: Heartwood announce the appointment of Chris Whittingham as an Intermediary Client Director. Read more about Chris Whittingham's appointment here

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 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

Investment Week Fund Services Awards