Double award success for Heritage Fund Services

Heritage Fund Services has continued its strong performance this year with a number of prestigious awards, which recognise its consistent high performance as a service provider to alternative investment companies.

Heritage was crowned Financial Services firm of the year for Guernsey at the Finance Monthly Financial Business Awards. There was also an individual success for Heritage Fund Services’ Managing Director, Mark Huntley, who picked up an award for Financial Services MD of the Year for Guernsey in the Acquisition International Business Excellence awards.

The highly rated Finance Monthly Business Awards recognise the continued importance of companies whose international knowledge, experience and skills enable their clients to overcome challenges and do business across the globe. Heritage was judged to have shown expertise and competence in assisting investors and corporate teams in a number of areas associated with the geographical location and sector that their clients operate within.

The Acquisition International Business Excellence Awards identify and honour the most respected companies and high level executives, while recognising and rewarding outstanding success, innovation and ethics across international business communities.

Mark Huntley commented:

“We are pleased to win these awards; they are a great reflection of the Heritage Fund team’s hard work and excellent performance over the past year – it is a privilege to work with such a team. Heritage has long been seen as a strong provider of services for the alternative investment sector and we bring to bear considerable expertise and enthusiasm for the alternative asset classes we focus on. We work hard at our ethos of client partnership and at making the complexity of today’s structures work efficiently and cost effectively – I hope these awards are seen as testament to this.”

Estera logo

Estera has acquired Heritage Financial Services Group.

Estera is a leading global provider of fiduciary and administration services. The 
acquisition of Heritage Financial Services Group is central to the expansion of 
our funds service line and also expands jurisdictional choice for our trust and 
corporate clients.

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