Banque Heritage began allocating to the private equity asset class in 1995 as a further source of diversification with potentially attractive returns. We believe that for that portion of a portfolio that does not require short-term liquidity, private equity can provide an ideal investment. While we place individual investments, minimum amounts are usually high, and so by internally syndicating our investments we give our clients access to top tier Private Equity groups. In this way we enable access to an environment otherwise subject to prohibitively high investment thresholds.

Private equity provides an ideal investment format for the creation of long-term growth and consolidation, free from secondary market pressures.