Heritage Group

Heritage is headquartered in Guernsey and manages over £30 billion of assets. We also have operations in Bermuda, Gibraltar and Malta and licensed operations in Jersey, London and the Middle East.

As an independent and management-owned organisation, our success and growth reflect the drive, integrity and talents of our team. These highly regarded professionals have come together from diverse backgrounds to create a uniquely structured company with a clear vision: to use their collective knowledge and insight to develop bespoke services that will protect and increase the assets of the Group’s clients.

Our clients range from high net worth individuals to some of the world’s major corporations but all benefit from personal access to the people who can give them the answers they need. It is through this direct approach that we are able to understand the requirements of our clients, and it has earned us an international reputation for meeting our clients’ needs with flair, impartiality and efficiency.

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