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 Marketing
Marian BlackHead of Investment Marketing
Marian joined Heartwood in 2015 as Head of Investment Marketing. She is responsible for the on-going development and communication of Heartwood’s investment proposition to all distribution channels, including private clients, IFAs/financial planners, professional advisers and pension funds.
Marian has extensive experience as a senior marketing specialist across a number of leading financial services brands. Prior to Heartwood she worked at Baring Asset Management, where she was Head of EMEA Marketing. Marian began her career in 1986 working in several advertising agencies before moving in house as Head of Marketing at Alliance Trust in 2006. Marian holds a BA (Hons) degree in French and Spanish from The Open University and the Investment Management Certificate.
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.
Senior Investment Writer
Fiona ThomasSenior Investment Writer
Fiona joined Heartwood in 2014 as a Senior 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.
Fiona joined Heartwood from T. Rowe Price where she worked for 14 years as a Senior Investment Editor. She reported on global fixed income markets to institutional clients, as well as authored a range of thought leadership articles for clients and the financial press. Before T. Rowe Price, Fiona worked at Oppenheimer and Morgan Stanley Dean Witter in New York.
Fiona graduated from the University of Edinburgh with a degree in History. She also holds a Master’s degree in Industrial Relations (distinction) from Warwick Business School.
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.
IT Business Analyst
Anubhuti SrivastavaIT Business Analyst
Anubhuti joined Heartwood in 2014 as a Business Analyst. 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.
Damien McDaidPortfolio Associate
Damien works within the Portfolio Implementation Team and helps to maintain client portfolios according to each client’s individual strategy. Prior to joining Heartwood in 2015, Damien gained experience at HSBC Global Asset Management and Phillips Hager & North Investment Management in Vancouver, Canada.
Damien graduated from the University of Ulster in 2011 with a BSc (Hons) degree in Accounting. In 2012 Damien completed his MSc in Accounting and Finance from Queen’s University Belfast. He passed CFA level I in 2015.
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.