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Who We Are:
- Heritage is building the Modern Investment Office for prominent families globally.
- Our team includes professionals from private equity, banking, and technology.
Your Role:
- You will oversee client portfolios for European OCIO and advisory mandates.
- You will monitor asset allocation, fees, and risk, and assess investment opportunities.
What We Offer:
- You will work with top talent from leading global institutions.
- We offer high ownership, client-facing scope, and a diverse international culture.
Heritage
Heritage is building the Modern Investment Office, supporting prominent families globally to achieve capital enhancement and preservation. The team comprises over 15 nationalities from leading organizations, with a collaborative, ambitious culture and a high talent bar.