Head of Investment Product
Matt HollierHead of Investment Product
Matt joined Heartwood Investment Management in 2014. As Head of Investment Product he is responsible for overseeing product development and management, marketing and aspects of our investment operations.
Matt joined Heartwood from Old Mutual Global Investors where he worked for 13 years in a variety of product, strategy and marketing roles, and most recently as Director of Product Management. Before working at Old Mutual he was a strategy consultant for 5 years at Mitchell Madison Group.
Matt read Philosophy, Politics and Economics at Oxford University and is a CFA charterholder.
Head of Investment Communications
Siobhan PandyaHead of Investment Communications
Siobhan joined Heartwood Investment Management in 2018 as Head of Investment Communications. She is responsible for the on-going development and communication of Heartwood’s investment proposition to all distribution channels, including Handelsbanken Wealth Management and third party channels.
Siobhan joined Heartwood from M&G Investments where, as Head of Equity Markets Content, she had responsibility for thematic articles, market commentary and digital communications. Before working at M&G she was Director of Business Services at Henderson Global Investors and has also held editorial positions at Merrill Lynch (now Bank of America Merrill Lynch) and JP Morgan Securities.
Siobhan read Economics at the University of London and holds the Investment Management Certificate.
Elizabeth BateInvestment Writer
Elizabeth started working at Heartwood in 2018 as an Investment Writer. She is responsible for delivering the key investment messages through a variety of communication materials such as client reports, market updates and thought leadership articles.
Prior to joining Heartwood, Elizabeth was an Investment Writer at Sarasin & Partners where she produced investment content and developed collateral across a spectrum of client groups including charities, institutional clients, private clients and retail investors.
Elizabeth graduated from the University of Durham with a degree in English Literature. She has a Master’s degree in English Literature from Oxford University and also holds a graduate diploma in economics from Birbeck University.
Charlotte FletcherCommunications Associate
Charlotte joined Heartwood in 2016 and is responsible for digital communications and managing investment marketing projects. Prior to Heartwood, Charlotte gained experience in the Marketing team at Baring Asset Management, where she focused on events and digital marketing.
Charlotte graduated from the University of Bristol in 2015 with a BA (Hons) degree in Music. She is currently studying for the Investment Management Certificate.
Rachel EdwardsCommunications Associate
Rachel joined Heartwood in 2018 and is responsible for maintaining and distributing investment literature and PR coordination.
Rachel graduated from the University of St Andrews in 2018 with an MA (Hons) in English Literature, and is currently studying to sit the Investment Management Certificate.
Client Reporting Manager
Sophie WorthingtonClient Reporting Manager
Sophie joined Heartwood in 2013 and leads the Client Reporting Team which is responsible for the development and maintenance of the client reporting system. This includes print and digital outputs. Prior to this role, Sophie was in the Marketing team, managing key product and communication initiatives having passed as a PRINCE2 Practitioner in 2014. She started her career at a specialist oil and gas investment bank where she focused on the production of equity research and marketing at road shows.
Sophie graduated from Exeter University in 2012 with a degree in Economics and Italian and is currently studying for the Investment Management Certificate.
Client Reporting Associate
Nathan HenryClient Reporting Associate
Nathan joined Heartwood in 2017 as a Client Reporting Associate. As part of the Client Reporting Team his responsibilities include developing and maintaining the client reporting system.
Nathan studied Computer Science and Maths at Loughborough University and has previously gained experience as a Technology Analyst at JP Morgan Chase.
Justin RalphBusiness Manager
Justin joined Heartwood Investment Management in 2016. As Business Manager, he works within the Product Office team and is responsible for the technical aspects of our product and service proposition to ensure that they are continuously developed to meet our clients’ needs.
Before joining Heartwood, Justin worked at Neptune Investment Management where he spent five years as a senior manager within their sales and distribution channel, providing business support for client facing sales teams and overseeing product development. Prior to Neptune, Justin held various senior positions in wealth management and private banking firms in both South Africa and London.
Justin read economics at Rhodes University and holds the Advanced Postgraduate Diploma in Financial Planning.
Jasmin BradleyProduct Manager
Jasmin joined Heartwood in 2014. As Product Manager, she has day-to-day responsibility for product management issues and manages the development of new products within the business. Prior to joining Heartwood, Jasmin was at Accenture where she worked as an Executive Assistant.
Jasmin attended Bournemouth University and became a PRINCE2 Practitioner in 2015. She is currently studying for the Investment Management Certificate.
Anubhuti SrivastavaSystems Manager
Anubhuti joined Heartwood in 2014 as a Business Analyst and was promoted to Systems Manager in 2018. She supports the Investment team to maintain a robust technical platform for the business to run smoothly. Prior to Heartwood, Anubhuti worked at State Street where she was a Business Analyst for in-house Asset Management system. Anubhuti has also worked for Lehman Brothers as an IT Team Leader.
Anubhuti graduated from Delhi University with a BSc (Hons) in Mathematics and later pursued a Masters in Computer Applications.
Head of Portfolio Implementation
Kevin DivallHead of Portfolio Implementation
Kevin manages client portfolios and is head of the Portfolio Implementation Team. He joined Heartwood in 2005 having previously worked at Adams & Remers and Thomson Snell & Passmore. Before that, Kevin worked in the Trust and Investment Departments of Royal Sun Alliance.
Kevin is a member of the Chartered Institute for Securities & Investment.
Luke TownsendPortfolio Associate
Luke works within the Portfolio Implementation Team and helps to maintain client portfolios according to each client’s individual strategy. Prior to joining Heartwood in 2017, he worked as an Investment Administrator at Mondrian Investment Partners. He has also gained experience at Sanlam Investments and Hargreaves Lansdown.
Luke graduated from Cardiff University in 2009 with a BSc in Economics. He passed the Investment Management Certificate in 2015 and has completed Level I of the CFA Program.
Tim BatePortfolio Associate
Tim works within the Portfolio Implementation Team and helps to maintain client portfolios according to client strategy. Before joining Heartwood in 2018, Tim worked at Coutts and Co. for 16 years, most recently as a Portfolio Manager.
Tim has a Masters in Wealth Management from the Chartered Institute of Securities and investments and is a CFA Charterholder.