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

Latest News

Aug 24

Heritage International Fund Managers (“HIFM”) is to offer portfolio and risk management services for alternative investment funds with its comprehensive Manco solution. Heritage has provided risk management solutions to a range of clients since the inception of the Alternative Investment Managers Directive (“AIFMD”) and has been licensed to provide investment management services since 2012.

Read more

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.

These pages are no longer available but you can find further information on our services 
at www.estera.com

Click the link below or shortly you will be redirected automatically to the Estera website.

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