Heritage is an independent provider of client-focused, comprehensive, third party fund administration, servicing a broad range of fund types and asset classes.

Our services are provided by knowledgeable professionals who possess many years’ experience and a thorough understanding of the fund industry.

Experts in our field, we provide flexible solutions and agile responses to meet the varying demands of specialist fund structures.

Our approach provides a firm foundation to build and develop a partnership which empowers our clients and enables them to fulfil their investment and operational objectives.

With offices in Guernsey, the UK and Malta, we are able to service our clients’ needs in a number of jurisdictions.

Fund Administration Capability

  • Risk aware and controlled by a practical approach to operating procedures
  • A system dedicated to fund administration
  • ISAE 3402 Type II Accredited
  • Extensive experience of best practice corporate governance
  • Professional staff supported by a strong commitment to training and professional qualifications

International Standard on Assurance Engagements

BVCA Member Firm  GIFA 



Key Contacts

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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