A well-diversified portfolio requires access to a broad array of traditional and alternative investments. Our clients draw upon a range of investment products – from cash management through funds and individual positions, private equity placements and trading strategies in currencies, equities, bonds and commodities – ensuring their diverse needs are continually addressed.

Whether developed internally or sourced from well-respected external managers, the investment products available are carefully constructed and continually monitored. Our product suite comprises: 

• Heritage Wealth Funds
• HERITAM Funds
• Third-party Fund Managers
• Alternative Investments