Licensed to carry on alternative investment business in France by the Autorité de Marchés Financiers, Paris based Heritage Asset Management has established a significant reputation in the management of funds of alternative funds registered in France and elsewhere. In addition its extended offer includes investment advice, serving both institutional investors and family groups. The firm focuses on improving risk / return ratios by fostering lateral communications between its major investor communities and finding innovative ways to decorrelate multimanagement portfolios.

Heritage Asset Management has recently expanded its investment offering by launching an Asian multimanager portfolio under AMF supervision.

The preservation of capital and the generation of absolute return are a primary objective, and to achieve it Heritage Asset Management draws on its expertise in creating tailor-made portfolios from a selection of funds in Europe, North America and Asia.

The added value of its investments lies in the combination of Heritage Asset Management’s skills with those of the alternative investment department at Banque Heritage, which lend scale and a pioneering track record to an ability to access the expertise of the underlying managers of the funds in our portfolios. With high levels of individual service, clients benefit from the direct alignment of the firm’s interests with theirs.