Heartwood Information

Heartwood Investment Management (“Heartwood”), a division of Heartwood Wealth Management Limited is an active, global multi-asset investor, managing assets for both retail and professional clients. At Heartwood, we value and admire clear thinking about financial markets. To us, clear thinking means distilling research and data into insights that support action. It means focusing on what matters, using experience and judgement to distinguish the signal from the noise. For over 25 years, knowledgeable and demanding clients – including FTSE 100 directors, private equity partners, hedge fund managers and leading UK charities – have trusted us to manage their assets. They expect us to be good stewards of their wealth, to deliver good levels of growth and dependable returns, over the long term. For our part, we aim to deliver the investment journey they expect. At a glance: • Award-winning boutique investment business • Specialists focused on multi asset investing • £3.8 billion under management and administration* • Part of the Handelsbanken group *As at 30 June 2019 We offer a focused range of investment strategies, designed to suit most investing needs: - Total return strategies - Sustainable strategies - Income strategies Please visit our website for further information: www.heartwoodgroup.co.uk The value of any investment and income from it is not guaranteed and can fall as well as rise so that you may not realise the amount originally invested.