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Wealth

Model portfolios – a private banking solution?

Heartwood Wealth Management’s model of discretionary portfolio management might provide some insights into how private banks will choose to invest on their clients’ behalf.

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.

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