Heartwood

Since they were founded over 25 years ago, Heartwood has grown steadily and they currently have over £1.5 billion of funds under management. Much of their new business comes to Heartwood thanks to word-of-mouth referrals from existing clients, which they see as a testament to their satisfaction not only with their investment management and private wealth management services, but also with the exceptional quality of their personal attention. This is a source of great pride, because many clients are senior executives of investment banks and multinational companies, partners of private-equity firms and hedge funds, other successful professionals and families with substantial wealth. Without exception, they are extremely discerning when it comes to their personal financial affairs. In 2013, Heartwood became a wholly-owned subsidiary of Handelsbanken, the local relationship bank, in order to create a uniquely customer-led banking, wealth and investment management service across the UK. Together, the business continues to focus on long-term client relationships and high service standards.