Over more than 20 years, our team has earned a reputation among charity trustees and their advisers for delivering reliable, prudent investment management. We are also known for the strong ethos of personal service on which our business was founded. Indeed, several members of our senior management team have pro bono roles as trustees or advisers to major charities and hence have a deep understanding of charities’ requirements. In summary, we offer:

A portfolio to suit your organisation’s needs

We work with you to gain a full understanding of your requirements; then we design portfolios to help achieve strong returns for an appropriate level of risk.

Rewarding investment opportunities

Our disciplined investment process frees up our team’s time, so that we can concentrate on identifying strong investment ideas and then finding the most cost-efficient ways to play them.

Exceptional client service

Our focus is on forging close collaborative relationships with trustees, offering assistance with the preparation of an Investment Policy Statement and construal of the Commission’s investment regulations. We aim to provide the highest standards of personal service, with senior members of our investment team directly accountable to you for performance; this is reflected in consistently high scores in client satisfaction surveys undertaken by us.

A team of experts

The investment team are all experienced industry professionals, with different backgrounds, skills and temperaments, which enables us to scrutinise markets from a variety of perspectives. 

A long-term view

As over 90% of our company's shares are owned by two-thirds of our staff, we have a clear incentive to provide strong performance over the entire lifetime of your charity’s investment.

Bespoke solutions

As a boutique investment house, we have the flexibility to create tailored portfolios for clients.

Click here to download our Charity Services factsheet.

References from charitable organisations which are clients of Heartwood are available on request. For this or any further information, please contact Hugh Tottenham, Client Director on 020 7045 1331 or email hugh.tottenham@heartwoodgroup.co.uk.