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 October 1

Latest news about Heritage Holdings (Heritage)

In short: Heritage Holdings opened a Milan office and expanded its leadership team with several partner and senior hires.

Company announcements

October 1 Heritage

Heritage hires Juan Diego Soler as Strategy Principal

He joins from Julius Baer and Merrill Lynch, leveraging an MBA from LBS and investment banking experience to support family office strategies.

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 12 Heritage

Heritage Holdings announces William Fynn joins as Wealth Planning Principal

He brings nearly a decade of experience in sophisticated financial planning. He will build and grow the wealth planning capability.

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.

Media coverage

July 9 WOWK-TV

SDR Ventures Advises Airside Technology Corporation on Acquisition by Heritage...

SDR served as the exclusive sell-side advisor to Airside throughout the transaction process. Founded in 1984 and headquartered in East Syracuse, New York, Airside is...

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