Latest Heritage Holdings News & Updates

See the latest news and media coverage for Heritage. We track all announcements, press releases, and industry mentions in real time, all in one place.

Heritage Holdings (Heritage)

Modern investment office for families and entrepreneurs

heritageholdings.com

Headquarters: London, United Kingdom
Company type: Private company
Number of employees: 100–200
Industry: Investment Management & Fund Operators

Last updated Today

Latest news about Heritage Holdings (Heritage)

In short: Heritage expanded its investment platform and insurance operations through strategic acquisitions, new hires, and strong financial growth.

Company announcements

July 23 Heritage

Heritage hires Clare Allen as Head of UK Compliance and Legal

She previously worked at Simmons & Simmons, FCA, and Hargreaves Lansdown, and will be based in London.

March 3 Heritage

Heritage Holdings welcomes Nathan Beale as Chief Product Officer

Nathan Beale joins from building software for asset managers and family offices. He will develop the product vision in London to advance Heritage's modern investment office mission.

30 September 2025 Heritage

Heritage Holdings announces Andrew Madigan as Head of Portfolio Construction

Andrew brings almost two decades of experience from Morgan Stanley, Rothschild & Co., Investec, and Atlantic House Investments. He embodies the firm's long-term investing philosophy.

10 September 2025 Heritage

Heritage Holdings appoints Jim Barrett as Partner

Jim Barrett joins from Julius Baer after 14 years, based in London. He highlights the evolving wealth management industry and Heritage's mission to blend institutional discipline with personalized service.

Media coverage

July 9 Yahoo Finance

SDR Ventures Advises Airside Technology Corporation on Acquisition by Heritage Holdings

DENVER, July 9, 2026 /PRNewswire/ -- SDR Ventures is pleased to announce that Airside Technology Corporation ("Airside" or "the Company") has been acquired by Heritage...

May 10 Yahoo Finance

Heritage Financial Filed an Insider Sale. The Form 4 provides the context

HFWA serves small and medium-sized businesses, professionals, and individuals seeking banking and...

May 7 Yahoo Finance

Teads (TEAD) Q1 2026 Earnings Transcript

David Kostman: Thank you, Dani. One year into the combination of Outbrain and Teads, the new Teads has evolved into the definitive omnichannel outcomes...

May 2 Yahoo Finance

Zions Bancorporation Annual Meeting: Directors Elected, Say-on-Pay Passes, Heritage Proposal Fails

Zions Bancorporation, N.A. (NASDAQ:ZION) held its 2026 Annual Meeting of Shareholders, where investo...

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