Benefits for you and your clients

Benefits for you

  • By delegating your investment management processes, you will have more time to focus on serving your clients and building your business.
  • Our risk management expertise lets you manage your clients’ expectations with confidence.
  • Direct access to Heartwood Investment Management’s experience and counsel via multi-asset portfolios, available as funds or models or through our discretionary service. Your clients all benefit equally from Heartwood’s investment process and portfolios.
  • Our use of model portfolios means your client can enjoy a consistent experience that fits their risk appetite. It also helps you manage and reduce regulatory risk.
  • Streamlining your client process improves efficiency and saves you time.
  • No need to compromise between:
    • Effective cost controls and active portfolio management
    • Robust institutional quality processes and the personal service of a boutique firm


Benefits for your clients

  • Your clients gain exposure to a sophisticated, global multi-asset portfolio, where diversification can offer higher returns for a given level of risk.
  • Clients benefit from the same portfolio management as charities, trusts, pension funds and wealthy individuals (including senior directors and city experts typically investing over £500K).
  • An investment approach that maximises tax efficiencies.
  • Our model portfolio approach ensures clients’ portfolios are tightly managed by the senior Investment Management team, reducing variability and uncertainty.
  • Our multi-asset approach and active tactical management can protect against sharp falls in financial markets whilst keeping client returns in line with expectations.
  • Your clients can take advantage of promising third-party funds we’re quick to spot and invest in – something larger organisations often find difficult.
  • Overall cost is reduced by using passive investment vehicles where appropriate.
  • Working with you, we ensure all clients receive regular communications, with a rich degree of detail.
  • Our fee structures are completely transparent.