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External asset management is appropriate for those clients who have a preferred investment manager. In this situation, banks and fund houses are mandated to centralize all transactions and tasks and take a supervisory and safekeeping role over the client's portfolio. The experienced account supervisors transmit and report all transactions as well as the execution of all client instructions.

Heritage as the external asset manager has access to the entire range of the banks' and fund houses’ logistics and services. Furthermore, we are able to review accounts through state-of-the-art electronic medium, as well as transfer all orders and instructions via specific information technology systems.

By entering into partnerships with world renowned financial institutions, Heritage has access to all the right ingredients for successful asset management.

The key advantages:

• Professional and individually tailored support and advice from a team of specialists
• Expertise in all areas of wealth management
• Access to all the resources and services of the various banks and fund houses’ business units
• A comprehensive, integrated range of products and services
• Pro-active support and assistance at all stages of your business build-up and development
• Access to global research and online information services
• An active presence on all the world’s key financial markets
• Security, discretion and high service quality