Weekly market update

14 May 2012

Monthly strategy review

21 March 2012

Heartwood completes hat-trick of PAM awards

14 March 2012

Heartwood, the independently owned investment and wealth manager, has won the award: ‘Total Wealth Solutions Provider – High Net Worth’ (formerly called ‘Best Overall Wealth Solutions Provider – High Net Worth’) for an unprecedented third year running at this year’s Private Asset Management (“PAM”) Awards, which are widely regarded as the ‘Oscars’ for the investment industry.

Heartwood's multi asset range expanded with a new Defensive Fund

8 February 2012

Citywire, January 2012, Putting Heartwood's performance under the spotlight

8 February 2012

Annual Review 2011

8 December 2011

November market update

23 November 2011

The heart of the matter: Heartwood on a modern wealth management service

25 July 2011

Heartwood appoints Mark Rockliffe as Head of Intermediary Sales

27 June 2011

Heartwood has appointed Mark Rockliffe as Head of Intermediary Sales to spearhead the firm’s development of a new investment management proposition targeting the independent financial adviser market.

Heartwood enjoys another year of strong growth

22 June 2011

Heartwood today announced that it has recorded another year of strong growth in its core discretionary assets under management in the financial year closing end April 2011.