Private Banking and Wealth Management Survey 2011 |
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Features |
Brazil’s private banks compete head-on for risk-averse clients |
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.