The rules we apply to our relationships with private clients we honour to the letter with our institutional clients. That the funds we manage on behalf of institutions are less immediately personal than private wealth makes no difference to the qualities of independent diligence we apply; indeed, because the trust placed in us is in effect second hand makes us only more mindful of our ultimate obligations to the many thousands of individuals who will be affected by our decisions.

Within our Alternative Investments group we offer a number of products especially formulated for institutional buyers, delivering fund of funds access to a carefully selected and managed group of hedge funds. Our lengthy involvement in this marketplace lends our selection criteria all the benefits of experience, as well as enabling us to participate in funds that are closed to newcomers.

Banque Heritage itself offers custodial and back office services to independent fund managers.