Heritage is free from conflicts of interest and can engage with your service providers already appointed, thus building on your valuable relationships.

For Managers beginning the selection process for service providers, Heritage can make introductions to specialist professionals with the skills and experience to meet your current and future needs.

Heritage has an extensive network of professional contacts including lawyers, accountants, external valuers, non-executive directors, brokers and placing agents. These relationships can be integrated with the Heritage knowledge base to deliver an efficient and effective service.

International Standard on Assurance Engagement

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.

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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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