The Trusted Heritage Investment Committee

Choosing the right investment has never been easy. The investment world is increasingly complex. With thousands of funds to choose from and different types of investments (from bonds to equities) the choice can be daunting. Without expert help it is very difficult to judge what may be right for you.

However, Heritage offer an investment solution that is tailored to you. From discretionary investment solutions to low cost passive funds, we can help match your objectives to the right solution.

An Experienced Team

The Investment Committee meet every quarter to discuss a whole host of areas such as our model portfolios, asset allocation, the use of different asset classes, our panel of discretionary fund managers and our choice of investment platforms.

The investment committee is headed by Nick Middlehurst, who has over 30 years experience in Financial Services. He is joined by Chris Bailey, a former London based fund manager who was awarded ‘Top 40 under 40’ by Citywire. The committee is also hosted by a further two professional advisers who have a wealth of experience in financial services and investment management, including a specialist in market research and analysis.

You can spend a lot of time carefully researching managers and selecting individual funds to invest in, however, where is the consolation in holding the best performing fund in the worst performing sector? A large part of an investments return is due to asset allocation.

The key factor in successful investing is not individual fund selection, or picking the best performing manager that week, it’s about getting the right mix of assets across your portfolio.

Download our Investment Brochure
Click to Download