Portfolio managers and fund selectors work hand in hand with Private Bankers to develop long-only portfolios addressing specific investment solutions for our clients. Our Luxemburg UCITS III Heritam Sicav Compartments are dedicated to undiscovered expertise, niche markets and boutique managers.  We use these funds in our portfolio construction, and they serve as the bedrock to implement the themes that our Asset Management staff have identified as being the source of significant potential outperformance over the medium term, whether this be sector, country or region specific. Each compartment is managed by a highly regarded external manager.

Heritam Funds are the only way to benefit from these talents under a transparent collective investment vehicle. In line with Banque Heritage’s  investment philosophy,  capital preservation and  solid risk adjusted performance are the principal attributes of the Heritam Funds family.