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Cripps rebrands as Heartwood

Wealth management company Cripps Portfolio is rebranding itself Heartwood Wealth Management.

The firm bought the company, which has 650m of funds under management for private clients, trusts and charities, at the end of last year.

Heartwood now employs 70 staff and works from is offices in London, Tunbridge Wells, Lewes and Southampton, arranging financial solutions for high and ultra net worth clients.

Heartwood says its name was chosen to represent the company values that they associate with the firm – strength, integrity, reliability, dependability and growth.

Heartwood chief executive David Lough says: At the same time we decided to follow the core name by Wealth Management instead of Portfolio because we are much more than an investment firm. Our reputation for combining investment and tax advisory skills for families is the key cornerstone of our offering and we want to convey this wider role in the new name.

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