Heritage Holdings
Milan/London investment platform serving UHNW families: private-market access, portfolio monitoring and consolidated wealth reporting.
Identity
- HEADQUARTERS
- Milano, Italy
- OFFICES
- Milano · London
- FOUNDED
- 2016
Overview
Heritage Holdings describes itself as building a 'modern investment office' for prominent families, offering access to private-market opportunities and wealth solutions. Its own job postings describe teams in Milan and London that monitor and report on UHNW clients' consolidated portfolios across banks and asset classes using a proprietary data platform. Its official website disallows our crawler, so details rest on its recruitment pages.
Frequently asked questions
Heritage Holdings is a multi family office based in Milano, Italy, founded in 2016.
Heritage Holdings does not publicly state whether it puts its own money into companies or invests through funds.