At the core of our integrated wealth management service is a disciplined yet dynamic investment approach, with a strong emphasis on prudent allocation of clients’ assets. In our view, combining this approach with our expert appreciation of tax, retirement and inheritance issues gives us a competitive advantage in helping you to preserve and grow your wealth.

We believe we have a responsibility to accomplish this without taking undue risk; we work with you to set realistic investment objectives and then provide a cost-effective, risk-controlled way of achieving them. Our approach combines the discipline and professionalism typical of an institutional investor with a keen sensitivity to the needs of our individual clients.

Our robust and sophisticated risk-management controls give us the confidence to be genuinely active managers, taking significant positions in those asset classes and securities where we have strong conviction in our views.

Although investment management is our principal activity and is the common factor underpinning our relationship with our clients, the degree of integration across our advisory work is what distinguishes us from our competitors. Bringing awareness of tax, retirement and inheritance issues in the context of your broader financial situation enables Heartwood to be unusually adept at creating investment strategies that fit your financial objectives.

The core components of our service are:

• strategic investment advice covering the entirety of your family wealth;
• active investment management with a global perspective;
• five Investment Strategies, developed with extensive experience of client requirements;
• a disciplined institutional process delivered with private client care;
• diversified multi-asset class portfolios, offered on a segregated basis or through Heartwood managed funds;
• understanding the critical importance of risk management;
• tax-aware portfolio structuring;
• regular investment reports and 24/7 internet access to valuations and other key documents.

Click here to download a pdf of our Investment Management brochure.

Click here to go to the section of our website giving further detail on our Investment Management services.