Wealth Managed With Independence, Precision and Patience
Capital Heritage serves private clients, institutions, and external asset managers with discretionary and advisory mandates, open-architecture investing, and full asset servicing — independently owned, and accountable to no one but our clients.
4.9/5.0 Average Rating
Independence Is the Whole Point. Everything we manage, we manage without a parent company, a proprietary product shelf, or a sales target shaping the advice.
We began as a family office and grew into a full private bank, and that origin still governs how we work: patient capital, direct relationships, and decisions made by the people who actually know the client. Our open-architecture model means we select from the entire market rather than a house menu — the only test a solution has to pass is whether it’s right for the client holding it.
Across wealth management, asset management, fund servicing, and pension planning, our clients get the same thing: clear reasoning, transparent costs, and an advisor who stays with the mandate for the long term. We measure our work in decades and generations, not quarters.
A Complete Private Banking Offering
From discretionary portfolio management to fund servicing and pension structuring, our services are built to work together — a single, coherent approach to the whole of a client’s wealth.
Wealth Management
Bespoke discretionary and advisory mandates for private clients and families, built around your objectives, time horizon, and risk appetite.
Asset Management
Institutional-grade portfolio management and market research, delivered with the conviction and agility of an independent house.
Investment Advisory
Access to a genuinely open investment universe, with recommendations shaped by analysis rather than distribution agreements.
External Asset Managers
A dedicated platform and partnership model for independent managers, built for speed on onboarding, custody, and credit.
Fund & Asset Servicing
Full lifecycle support for fund promoters and institutional clients, from representation through to reporting.
Pension Planning
Retirement and pension structuring for individuals, executives, and companies, coordinated with the rest of your wealth.
Ready to Discuss Your Mandate?
Whether you’re structuring family wealth, appointing a custodian, or reviewing an existing arrangement, the first conversation is a direct one.
What Independence Actually Buys You
Ownership That Doesn't Shift
No parent bank, no external shareholders pressing for quarterly numbers. Our stability is structural, and it's what allows us to advise on a generational horizon.
Genuinely Open Architecture
We hold no proprietary funds to place. Every instrument in a client portfolio is there because it earned its position, not because we manufactured it.
Direct Access to Decision-Makers
Clients reach the people who set strategy and approve credit — not a queue. That proximity is why decisions here take days rather than committees.
Aligned Interests
We manage client capital under the same discipline we apply to our own. When a mandate underperforms, it is our problem before it is anyone else's.
Full-Spectrum
Capability Wealth management, asset management, fund servicing, and pension planning under one roof — coordinated, so nothing falls between mandates.
A Partnership, Not a Transaction
Onboarding is the beginning of the relationship. Regular reviews, proactive contact, and continuity of advisor are part of the service, not an upsell.
Experience You Can Reach Directly
Begin a Conversation With Capital Heritage
Tell us what you’re looking to structure, protect, or grow — and we’ll arrange a meeting with the advisor best placed to help.