Our aim is to provide an efficient coordinated service which ensures best execution and which includes coordinated delivery of:
  • Banking and credit facilities
  • Company Administration
  • Depositary Services
  • Foreign exchange
  • Global custody
  • Insurance
  • Trusteeship


The Heritage Group can provide a number of these services from other group entities where all relevant and necessary Chinese walls are maintained.

  • Depositary Services
  • Trust and Company Administration
  • Insurance Broking


In addition, we can also link with your chosen bank and custodian partner or with other strategic relationships which the Heritage Group has established.

International Standard on Assurance Engagements

BVCA Member Firm  GIFA

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