Working with a range of successful intermediaries, we’ve been able to identify common requirements for success. Our Financial Adviser solution is based on fresh thinking and a deep understanding of what your business needs and values.
By partnering with Heartwood Investment Management, you gain:
A valuable outsourcing solution for your business
- Actively managing your clients’ investments on your behalf
- Tailoring our service to your existing work processes
- Aligning our portfolios with your clients’ attitude to risk
- Saving you time, maximising your efficiency and managing business risk
- Freeing you to focus on business priorities and your clients
A clear and compelling proposition for your clients
- Investment Strategies for a range of risk profiles
- Smart and efficient portfolio management
- A focus on finding rewarding investment ideas
Active management
- Asset allocation – diversification in order to achieve strong risk-adjusted returns
- Identifying opportunities across asset classes, regions, sectors, themes, currencies, manager styles and market cap sizes
- Choosing appropriate investment vehicles for each opportunity and portfolio type – e.g. direct government bonds; third-party funds or baskets of equities; warrants/structured notes for downside protection
- Selecting passive vehicles where appropriate, helping to control costs
- Sophisticated risk management throughout
