Latest Heritage Holdings News & Updates

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

Company icon
Heritage Holdings

Modern investment office for families and entrepreneurs

heritageholdings.com
Headquarters
London, United Kingdom
Company type
Private company
Number of employees
90–200

Last updated

Latest news about Heritage Holdings

In short: Heritage Holdings expanded its leadership team and international presence while focusing on wealth planning and data infrastructure development.

Company announcements

  • Heritage Holdings

    Heritage Holdings welcomes Giuseppe Pirrelli as Data Engineer

    He brings experience from leading UBS-Credit Suisse data integration. He is excited to build data infrastructure for modern investment office.

  • Heritage Holdings

    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.

  • Heritage Holdings

    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.

  • Heritage Holdings

    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.

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