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In this section

Heartwood in the News

Our Investment Directors, Managers and Associates are often quoted. A selection of our recent coverage is below:

  • 25-09-20: Financial Times: Client Director Christine Ross quoted in an article on market volatility and defined-benefit style pensions

  • 14-09-2020: Investment Week: David Absolon mentioned in article covering the US presidential election

  • 14-09-2020: Fundeye: Matt Toms featured in article about Heartwood's sustainable multi asset fund range

  • 04-09-2020: Angel News: Jaisal Pastakia's insight piece on lessons that income investors should learn from the pandemic was featured as lead article in Angel News

  • 19-08-2020: Financial Times: Christine Ross quoted extensively in article on how the pandemic has affected retirement plans for parents and their adult children

  • 08-07-20: Trustnet: David Absolon featured in article on how policymakers have responded to the pandemic

  • 04-07-20: The Telegraph: Graham Bishop mentioned in article on recent UK stock market performance
  • 02-07-20: The Telegraph: Graham Bishop mentioned in article on whether stock markets are likely to crash again as a result of new virus cases 

  • 01-07-20: Investment Week: David Absolon looks at the importance of economic growth in the presidential races of the past, the growing support for Biden, and the likely impact of the shifting contest on Trump’s behaviour and policies

  • 29-06-20: Global Investor Group: Graham Bishop discusses how the COVID-19 pandemic has affected the world, and what we can expect to see next

  • 27-05-20: Investment Week: Nikki Howes comments on the impact of the furlough scheme on UK equity investors

  • 12-03-20: International Investment: Nikki Howes explains why low US Treasury yields may be a shot in the arm for US consumers

  • 06-03-20: Global Banking & Finance Review: Ben Matthews highlights and debunks the myths surrounding sustainable investing

  • 06-03-20: Portfolio Adviser (page 30,31): Matt Toms discusses the benefits that local currency emerging market debt have to offer

  • 04-03-20: International Adviser: Jaisal Pastakia considers whether India – being economically relatively different to China – could be the antidote to China’s coronavirus in an investor's portfolio.

  • 01-03-20: The Telegraph: Graham Bishop highlights the role of “momentum trades” in recent market sell offs

  • 17-02-20: Global Investor Group: Graham Bishop discusses the impact of recent geopolitical issues and policies on the global economy

  • 10-02-20: Finextra Research: Heartwood Investment Management goes live on SimCorp client communications platform

  • 04-02-20: Pound Sterling LIVE: David Absolon featured in article on coronavirus 

  • 20-01-20: Investment Week:  Michael Stanes is featured in a Bull/Bear article on Japan.

  • 06-01-20: PAM 50 Most Influential: Tracey Davidson is named in the ‘PAM 50 Most Influential’ - the definitive list of those at the forefront of shaping private client wealth management in the UK.

  • 03-12-19: Charu Lahiri's article on real assets is published in What Investment

  • 27-11-19: Investment Week selected Nikki Howes' comments on Christine Lagarde for use in their 'Big Question' piece

  • 07-11-19: Matt Toms' thoughts on passive investing within the ESG space are published in FT Adviser

  • 01-11-19: EUBankers, Financial Planning Today, International Adviser,  Investment Week, Wealthnet and Citywire Wealth Manager and Citywire Selector all publish articles announcing Tracey Davidson’s appointment to the role of Deputy CEO of Handelsbanken plc.

  • 10-11-19: Investment Director Scott Ingham examines the history of trade wars Global Banking and Finance Review
  • 25-07-19: Nikki Howes' article on the state of the UK economy in the lead up to Brexit is published in FT Adviser
  • 05-07-19: Graham Bishop's thoughts on last Friday’s US jobs data is published in The Telegraph
  • 14-01-19: Investment Week publish an article on Heartwood's industry-leading Dynamic Reporting system for clients
  • 07-12-18: Funds Europe publish Graham Bishop as he discusses our positioning for the current stage of the economic cycle  
  • 13-11-18: Graham Bishop points out the potential for alternatives to withstand market volatility in FT Adviser
  • 11-10-18: FT Adviser publish Graham Bishop's thoughts on how Brexit uncertainty is impacting the UK economy
  • 11-10-18: David Absolon's observations on US Treasury yields is published by Pound Sterling Live
  • 10-10-18: Investors Chronicle publish Benjamin Matthews' evaluation of healthcare stocks
  • 10-10-18: David Absolon comments on the effect of high yield bonds on equity markets in Citywire Fund Insider
  • 09-10-18: Investment Week features Graham Bishop in their Brexit Blog, as he comments on  the BoE derivatives warning post-Brexit
  • 08-10-18: Jaisal Pastakia makes the case for emerging markets in Investment Week 

Below is a selection of our other awards.

2019 Winner: Best Fund Manager
2019 Winner: Change Management Process/Best Implementation of a Technology Solution
2019 Shortlisted: Most Promising New Entrant (Sustainable)
2016 Highly Commended: Specialist Wealth/Private Investment Manager
2015 Shortlisted: Best Private Investment Manager
2013 Winner: Specialist Wealth Manager
2013 Highly Commended: Private Asset Manager

2019 Winner: Customer Loyalty
2019 Highly Commended: Customer Interaction and User Experience

Sustainable Awards

2018 Shortlisted: Best New Entrant - Services

Fund Services Awards

2018 Shortlisted: Best Technology Solution - Dynamic Fund Reporting

Marketing and Innovation Awards

2019 Shortlisted: Innovation


2017 Shortlisted: Investment Performance – Cautious Portfolios
2016 Shortlisted: Investment Performance – Cautious Portfolios
2015 Winner: Investment Performance – Cautious Portfolios
2015 Shortlisted: Investment Performance – Defensive and Growth Portfolios, Total Wealth Solutions Provider – High Net Worth
2014 Winner: Investment Performance – Cautious Portfolios
2013 Shortlisted: Total Wealth Solutions Provider – High Net Worth
2012 Winner: Total Wealth Solutions Provider – High Net Worth
2011 Winner: Total Wealth Solutions Provider – High Net Worth
2010 Winner: Total Wealth Solutions Provider – High Net Worth

2018 Shortlisted: Best Overall Medium Firm
2016 Shortlisted: Cautious Portfolio
2015 Winner: Best Overall Medium Firm
2015 Shortlisted: Cautious Portfolio

Press releases

1st November 2019: Tracey Davidson is appointed Deputy CEO of Handelsbanken plc and Chairman of Heartwood. Read more here.

17th September 2019: Heartwood launches four sustainable multi asset funds. Read more here.

24th May 2019: Heartwood wins the 'Customer Loyalty' award at the Financial Services Forum Innovation Awards 2019, and is also highly commended in the 'Customer Interaction and User Experience' category. 

15th April 2019: Heartwood has been awarded Best Fund Manager and Best Change Management/Implementation of a Technology Solution at the WealthBriefing European Awards 2019.

4th April 2019: Congratulations to Matthew Toms and Benjamin Matthews, who have been named in Citywire Wealth Manager's Top 30 under 30 for 2019.

15th January 2019: Heartwood launches its industry-leading dynamic reporting system for clients. Read more here

16th August 2018: The Heartwood Investment Team comment on the recent economic events in Turkey. Read more here

31st May 2018: Heartwood announces that Graham Bishop will assume responsibility of the Heartwood Balanced investment strategy while Michael Stanes will continue to manage Heartwood's Growth investment strategy. Read more here

26th March 2018: Heartwood launches a full range of sustainable investment solutions. Read more about our Sustainable strategies here

16th March 2018: Heartwood announces the appointments of Siobhan Pandya as Head of Investment Communications, and Alistair Campbell and Nikki Howes, both Investment Associates. Read more about Heartwood's growing Investment Team here

15th May 2017: Heartwood announces the appointment of Graham Bishop as an Investment Director. Read more about Graham Bishop's appointment here

2nd May 2017: Heartwood announces the appointment of Chris Whittingham as an Intermediary Client Director. Read more about Chris Whittingham's appointment here

5th April 2017: Heartwood recognised for investment performance with FE Trustnet Alpha Manager Awards. Read more about the Alpha Manager Awards here

13th March 2017: Heartwood release research regarding the preferences of Financial Planners on income strategies. Read more about this research here

13th February 2017: Heartwood sees continued growth as its assets increase by 19% in 2016. Read more about Heartwood's growing AUM here

14th September 2016: Heartwood announces the launch of two new ethical multi-asset strategies. Read more about our Ethical strategies here

8th September 2016: Heartwood announces the appointment of Paul Rose as an Intermediary Client Director. Read more about Paul Rose's appointment here

To find out more and see Clear Thinking in action, get in touch