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 clien... ts 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.

#People #Website #More

HEARTWOOD

Industry:

Consulting Finance Financial Services Wealth Management

Founded:

2000-01-01

Address:

London, England, United Kingdom

Country:

United Kingdom

Website Url:

http://www.heartwoodwealth.com

Total Employee:

51+

Status:

Closed

Contact:

44 18 9270 1801

Email Addresses:

[email protected]

Technology used in webpage:

SPF Mimecast IIS 6

Current Employees Featured

iain-wallace_image

Iain Wallace
Iain Wallace Head of Risk and Compliance @ Heartwood
Head of Risk and Compliance

noland-carter_image

Noland Carter
Noland Carter Head of Heartwood Investment Management/Chief Investment Officer @ Heartwood
Head of Heartwood Investment Management/Chief Investment Officer

simon-lough_image