Who we help Services Industries Insights Our People Events Newsroom About us Our offices Careers Contact us Sign-in United Kingdom Home Who we help Family businesses Investment management Investment management In an increasingly commoditised world we offer a bespoke management service to complex multi-jurisdictional clients, including direct access to the investment manager responsible your portfolio. As one of the UK’s leading independent private client wealth managers with growing funds under management our family office clients benefit from the extensive experience we have accrued helping protect and enhance client capital since 1881. The core of our investment service is discretionary portfolio management in the form of direct equity and bond investment. We also offer a managed funds service, advisory broking and alternative strategies based on absolute returns. We appreciate that there are different approaches to investment, but in the broadest sense, we are conservative investors, conscious that real capital preservation is a priority for most families. However, our flexible approach means that we often accommodate investment briefs that fall beyond more conventional remits. How we help Discretionary and non-discretionary portfolio management Direct equity and bond investment Managed funds services Alternative strategies based on absolute returns Investment process and portfolio administration Investing for children and grandchildren Inheritance tax SIPPs and ISAs Our bespoke investment management services for families can be provided as part of our overall family office offering or as an individual element. Please remember investment involves risk. The value of investments and the income from them can fall as well as rise and investors may not receive back the original amount invested. Past performance is not a guide to future performance. Back Family Wealth Group Strategic advice Investment management Personal tax Personal financial planning Business services Integrated wealth management Shaping family financial strategy Succession planning Guiding families through change Working with international family members Our connections The Blue Book The team Heritage Family Office Services We provide financial and professional services to the holders of substantial private capital, their families, trusts, and companies both in the UK and internationally. Download flyer Peter Fernandes Partner, Investment management Investment management - Private client London +44 (0)20 7131 4695 View profile Charles Gowlland Partner, Investment management Investment management - Private client London +44 (0)20 7131 4635 View profile Related content Our investment philosophy Everyone has different needs, aspirations and time horizons. We don’t believe in a one-size-fits-all approach. Our Investment process Your investment manager builds and manages your portfolio with support from teams working on asset allocation, risk analysis and equity research. Your portfolio is regularly reviewed and refined to ensure it matches your requirements. Reporting and portfolio administration We keep you up to date with the performance of your investments, while minimising your paperwork. Heritage For over a century we have been managing the financial affairs of private clients and their business interests. NEWSLETTER Investment Outlook April 2019 In this month's issue we discuss lowering risks from Fed monetary tightening and rising US-Chinese geopolitical tensions. Share Follow us: Personal Services Solutions Business Services Solutions Industries Our People Insights Webinars Subscribe to Insights Careers Experienced hire Newsroom View newsroom Contact us Latest tweet Nexia Privacy statement Slavery and human trafficking Legal and Regulatory information Terms of use Complaints procedure Careers Fraudulent activity Contact us Peter Fernandes Partner, Investment management Investment management - Private client London +44 (0)20 7131 4695 View profile Contact us First Name Surname Email Telephone Message Please tick the box below Cookie Settings This site uses cookies to provide you with the necessary functionality and to provide a personalised experience. By using this site you agree to our use of cookies. Please read our cookie statement for more information on the cookies we use and how to delete or block them. Accept Adjust cookies settings