Acting Chief Investment Officer
Graham BishopActing Chief Investment Officer
Graham joined Heartwood in 2017 and is currently Acting Chief Investment Officer. He is responsible for strategy and asset allocation, and also manages the Balanced investment strategy.
Prior to joining Heartwood, Graham was the Global Macro Strategist at Citi, where he was responsible for the bank’s global asset allocation views and global macro strategy trade ideas.
Earlier in his career, Graham held roles at Exane BNP Paribas, the Royal Bank of Scotland and Cazenove Capital Management.
Graham studied Economics at the University of Exeter and is a CFA charterholder.
Michael StanesInvestment Director
Michael has responsibility for equity research and manages our Growth Investment Strategy. He joined Heartwood in 2010 from Soditic CBIP LLP, a London-based privately owned fund management business where he was CEO and CIO from 2008. In 2002, he started working for Goldman Sachs Asset Management as an Executive Director, managing global equity portfolios. Michael began his career in 1986 at Mercury Asset Management (subsequently Merrill Lynch Investment Managers) as a UK equity portfolio manager. In 1994, he moved to Tokyo to lead the Japanese equity team responsible for non-Japanese institutional clients and retail funds. Subsequently, Michael moved to the US, where he built a team running global and US equity portfolios for high-net-worth private clients.
Michael read law at the University of Oxford. He is a member of the Chartered Institute for Securities & Investment. He is also a non-executive director of TP Income VCT plc.
Scott InghamInvestment Director
Scott has been responsible for strategic asset allocation and risk management since joining Heartwood in 2008. He also manages our Cautious Investment Strategy, and has co-responsibility for heading fixed income research. Previously, Scott worked at Rothschild Wealth Management and Barclays Wealth as a Portfolio Strategist focusing on developing and managing stochastic-based strategic asset allocation tools, quantitative models and efficient portfolio implementation approaches. His investment career began at Robertson Stephens International, where he became a Senior Equity Analyst.
Awarded a PhD in inorganic chemistry in 1991, Scott worked as a post-doctoral research fellow at Cambridge University and then a lecturer at Edinburgh University. In 2000, he gained an MBA from Cass Business School. He is a member of the Chartered Institute for Securities & Investment.
David AbsolonInvestment Director
David joined Heartwood in 2002 and was promoted to Investment Director in 2011. He has co-responsibility for heading fixed income research and manages our Defensive Investment Strategy. David started his investment career in 1999 when he joined Rathbone Investment Management as an Investment Manager. He has also worked at Barclays Wealth.
David studied law at Bristol and holds a Bachelor of Laws and a Postgraduate Diploma in Legal Practice. He is also a chartered member of the Chartered Institute for Securities & Investment.
Jaisal PastakiaInvestment Manager
As well as managing our Income Strategies, Jaisal is involved in market research, with a focus on European equities and structured derivatives. Before joining Heartwood in early 2010, Jaisal started his career in 2007 as an analyst with Dresdner Kleinwort Capital Markets. There, he was involved in the pricing and execution of investment-grade financial, investment-grade corporate and emerging-market primary bond issues.
Jaisal graduated from University College London with a first-class honours degree in Mathematics and then gained an MSc in Finance from Imperial College Business School London. He is a CFA charterholder.
Charu LahiriInvestment Manager
Charu has responsibility for alternatives research and manages the Heartwood Alternatives Fund. Before joining Heartwood in 2016, Charu was the lead senior analyst for Barclays Wealth & Investment Management’s private assets platform.
Charu graduated from the London School of Economics and Political Science with a degree in Economics and is a CFA charterholder.
Benjamin MatthewsInvestment Manager
Benjamin co-manages our Sustainable Investment Strategies and assists with the management of the Balanced Investment Strategy. His primary areas of research are sustainable investments and UK and US equity. Prior to joining Heartwood in 2012, Benjamin gained experience at Canaccord Genuity Wealth Management.
Benjamin graduated from the University of Durham in 2011 with a BA (Hons) degree in History and is a CFA charterholder.
Matthew TomsInvestment Manager
Matthew co-manages our Sustainable Investment Strategies, in addition to supporting the management of the Heartwood Cautious Investment Strategy. Matthew also researches the full spectrum of fixed income investments. Prior to joining Heartwood in 2014, Matthew gained experience at RBC Capital Markets as a member of the Global Investment Banking team.
Matthew graduated from the London School of Economics in 2012 with a first-class BSc (Hons) degree in Economics. In 2014, Matthew completed his MSc from Warwick Business School. He has subsequently passed the Investment Management Certificate, the Private Client Investment Advice & Management Certificate, the Certificate in Investment Performance Measurement and the CFA Certificate in ESG Investing. He is also a CFA charterholder.
Alistair CampbellInvestment Manager
Alistair’s primary area of research is alternatives and he assists in the management of the Heartwood Alternatives Fund. Prior to joining Heartwood in 2017, he worked as a Portfolio Manager at Sarasin & Partners where he focussed on liquid hedge fund strategies. He began his career in Investment Management in 2013 as an Analyst at Societe General Private Bank.
Alistair graduated from the University of Exeter with a degree in Accounting and Finance and is a Chartered Accountant. He is also a Chartered Alternative Investment Analyst and is a CFA Charterholder.
Nikki HowesInvestment Associate
Nikki assists in the management of the Growth Investment Strategy, while her primary area of research is equities. Before joining Heartwood in 2017, she worked in the Investment Banking division of J.P. Morgan.
Nikki graduated from the University of Bath in 2015 with a first-class BSc (Hons) degree in Economics. She also holds the Investment Management Certificate and has passed Level II of the CFA Program.
Investment Performance and Risk Manager
Naveed HaqueInvestment Performance and Risk Manager
Naveed joined Heartwood in 2018 and is responsible for the management of Heartwood’s investment performance measurement and risk processes. Before joining Heartwood, he was Head of Performance at Nikko Asset Management and has also worked as a Performance Analyst at Invesco and Brewin Dolphin.
Naveed graduated from Queen Mary, University of London with a degree in Mathematics and is a CFA Charterholder.
Phoebe provides assistance to the Investment Team and broader business management support. She is also responsible for managing governance processes within Heartwood Investment Management. Before she joined Heartwood in 2019, Phoebe worked as a Legal and Business Analyst at Hambro Perks.
Phoebe graduated from the University of Kent in 2016 with an LLB (Hons) degree in Law.
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.
Sarah OnionsCommunications Associate
Sarah joined Heartwood in 2020 and is responsible for digital communications, content distribution and key investment marketing documents. Prior to Heartwood, Sarah gained experience in the Marketing team at Premier Miton Investors and as a Performance & Portfolio Analyst at AXA Investment Managers.
Sarah graduated from the University of Bath in 2017 with a BSc (Hons) degree in Economics.
Client Reporting Manager
Sophie McFarlaneClient 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.
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.
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.
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.
Jonathan TowersHead Dealer
Jonathan is responsible for all dealing activity and liaises with brokers, market makers and fund managers to ensure timely, efficient and low-cost execution. He joined Heartwood in 2004 as part of the operations team before moving to the centralised dealing team in 2006 and was promoted to Head of Dealing in 2008. Previously, Jonathan worked for the client services department of Fidelity Brokerage from 1993, becoming a junior dealer in 1996.
Jonathan is an associate member of the Chartered Institute for Securities & Investment and holds the Certificate in Securities.
Anthony assists in the implementation and order execution of all trades in client portfolios. He joined Heartwood’s client services division in 2006 before moving to the dealing team in 2009. Anthony began his finance career in 1998, working for NPI as an administrator in the new business department, subsequently joining the bond servicing and claims department as a technical administrator.
Head of Third Party Distribution
Haydn AirdHead of Third Party Distribution
Haydn joined Heartwood as Head of Third Party Distribution in 2017. Prior to this, he worked for Handelsbanken Wealth Management where he was Area Manager for the Private Clients team in the North of UK.
Haydn started his career at Handelsbanken in 2007. Before joining Handelsbanken, he worked for 16 years at HSBC in a variety of roles in Corporate Banking, Operations, Credit and Risk and Branch Management.
Haydn has a BA Hons degree in Business Studies. He is an Associate of the Chartered Institute Bankers and holds the Diploma in Financial Planning.
Intermediaries Client Director
Nick HendyIntermediaries Client Director
Nick joined Heartwood in 2013 to help develop and manage Heartwood’s financial adviser business solution and distribution strategy. Nick has over 26 years’ experience of working across distribution channels in the retail investment management industry and has developed a deep understanding of the financial industry and challenges facing advice firms.
Nick joins Heartwood Investment Management from Aviva Investors where, as Investment Sales Manager, he distributed onshore and offshore retail funds to life assurance companies, investment platforms and other asset managers. Nick has also worked at Standard Life and AXA in a range of product sales roles.
Intermediaries Client Director
Paul RoseIntermediaries Client Director
Paul joined Heartwood in 2016, bringing 30 years of experience in the Intermediary sector working with a number of leading advisory firms in both the UK and Swedish markets. He has previously worked in the West End, City, Sweden and North of England and has gained a deep understanding of the challenges and opportunities facing advice firms.
Paul joined Heartwood from Novia, where he spent six years developing its Wrap and DFM business in the North East and North West. Prior to joining Novia, Paul was a National Sales Manager at Cofunds and has also had roles in both sales and management at Zurich Financial Services.
Intermediaries Client Director
Chris WhittinghamIntermediaries Client Director
Chris joined Heartwood Investment Management in 2017. He has over 40 years experience of working in the financial services and investment management industry.
Chris joins Heartwood from AV Trinity Ltd where, as Business Development Manager, he was responsible for implementing business development plans with new initiatives, and developing professional introducer relationships. Prior to this, Chris held a number of senior positions at Novia Financial PLC and Zurich Intermediary Group. He began his career as a Broker Consultant with Equity & Law Life Assurance Society plc.
Intermediaries Client Director
Nick HenshawIntermediaries Client Director
Nick joined Heartwood Investment Management in 2017. He has over 25 years’ experience working in sales for major financial institutions.
Nick joined Heartwood from Novia where he managed relationships with advisers across Yorkshire and the North East. Prior to this, Nick held a number of senior positions at Zurich Intermediary Group and was Regional Director at Jelf IFM Financial Planning. He began his career at Wilis Corroon Ltd as a Financial Planning Consultant.
Intermediaries Support Manager
Hayley SpicerIntermediaries Support Manager
Hayley joined Heartwood’s Professional Intermediaries team in 2019. She is responsible for managing the intermediaries support team, with a wider remit to support third party channels as they grow.
Hayley joins Heartwood from Handelsbanken Wealth Management where she spent five years as an Associate Client Director. Prior to this, she gained experience at Grovewood Wealth Management and at HFM Columbus Wealth Management. Hayley also holds the CII Certificate in Financial Administration.
Intermediaries Support Associate
George GardnerIntermediaries Support Associate
George Gardner joined Heartwood in 2019, and is responsible for providing administrative and client servicing support to the Professional Intermediaries team. Previously George worked at Northern Trust, supporting Investment Managers with third party administration, and has also worked in client servicing roles for Cofunds and International Financial Data Services (now DST Systems).
George started working in the financial services industry in 2013.
Intermediaries Support Associate
Olivia MooreIntermediaries Support Associate
Olivia joined Heartwood in 2019, and is responsible for providing administrative and client servicing support to the Professional Intermediaries team. Previously, Olivia worked as a Programme Officer at The Behaviouralist, where she provided administrative support for its business and executive operations.
Olivia graduated from London School of Economics and Political Sciences in 2017 with a (BSc) in Economic History.