We offer global multi asset investment solutions through our investment specialists, Heartwood Investment Management (Heartwood). They are an award-winning boutique with a strong track record in delivering dependable investment returns over the long term.
Heartwood at a glance
- Award-winning boutique investment business
- Specialists focused on multi asset investing
- £3.7 billion under management and administration*
- Part of the Handelsbanken Group
Heartwood have chosen to concentrate on a focused range of global multi asset portfolios on the basis that most people’s investment objectives map very closely to one of four broad risk/return categories. For each, they have an investment strategy that seeks to deliver a return at or above a set target level.
They have four total return strategies, four multi asset sustainable strategies and two income strategies.
*as at 30 September 2018