Heartwood today announces the appointment of Diana Nicholls as Client Director to the company’s Private Wealth Management team. In this new position, Diana will be bringing the full range of Heartwood’s award winning wealth management services to some of the company’s key clients as well as sourcing new relationships. Diana will be based in the company’s Tunbridge Wells office and report to Gary Rogerson, Director - Client Services Division.  

Diana has over 20 years’ experience in the investment and private equity industry. Most recently, she worked at AAC Capital Partners (formerly ABN AMRO Capital) as the UK Origination Director, creating and developing new private equity relationships with key clients. Prior to this, she spent 10 years at Legal & General Ventures as a Director where she was responsible for all aspects of investment activity, including portfolio management. Diana began her career at Coopers & Lybrand and is a qualified accountant.

Heartwood was recently named Best Overall Wealth Solutions Provider – High Net Worth – for the second year running at the annual PAM Awards, for its signature service which combines investment management and tax, retirement and estate planning.

Guy Hudson, Director and Head of Client Services said:“We are delighted Diana is joining us. We have a good record of being able to attract individuals of talent and ambition to Heartwood, and we have also helped transition financial services professionals from other disciplines into a successful career in wealth management. Her appointment reflects the continuing demand we are experiencing for both wealth and investment management services.”