Model portfolios – a private banking solution?

Private Banking and Wealth Management Survey 2011

Press release

Features

Private banks rebuild trust and sharpen their focus

The ins and outs of open architecture

Model portfolios – a private banking solution?

Regaining trust, restoring returns

Brazil’s private banks compete head-on for risk-averse clients

Private banks set Russian growth agenda

Wealth managers chase India’s burgeoning rich

Foreign and local banks battle for China’s golden generation

The Survey

Full results index

Methodology

Heartwood has £1.2 billion ($1.9 billion) in client assets and has been running for 20 years. It invests high-net-worth client money (usually clients with from £500,000 to £20 million invested with Heartwood) on a purely discretionary basis, segmenting clients into six different investment strategies based on their risk profile.

Chief executive Simon Lough says: "You cannot honestly manage 1,000 clients in 1,000 different ways and when we researched risk profiles we discovered that most clients can be captured in five or six different investment approaches."