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Investment management

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
  • £3.1 billion under management and administration*
  • Part of the Handelsbanken Group

Investment Strategies

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, two income strategies and two ethical strategies.

*as at 31 March 2017

Heartwood Website

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News and Awards

Heartwood News and Awards