Heritage is a family backed investment platform partnering with carefully selected alternative asset managers with a long term mindset


Heritage Holdings

Federico Feroldi

Andrea G.

Giacomo da Mommio

Natalie Stoneham

Luka Prelevic

Fabio Mastrosimone

The Product Management Team at Heritage Holdings is responsible for overseeing the development and optimization of the company's investment products. They collaborate with asset managers to identify market opportunities, ensure alignment with long-term strategic goals, and enhance product offerings through data-driven insights. This team plays a critical role in driving innovation and delivering value to both investors and partners.

Product Management Team

This department provides expert guidance and strategic advice to the organization.

Advisory Services

The Investment Team at Heritage Holdings is dedicated to identifying and partnering with top-tier alternative asset managers, focusing on private equity and venture capital opportunities. With a long-term investment perspective, the team conducts thorough market research, financial analysis, and due diligence to select investments that align with the company's strategic goals and values. Their expertise ensures prudent asset allocation and maximizes value for stakeholders.

Investment Team

This department is responsible for examining and improving business processes, systems, and data to enhance organizational performance.

Business Analysis

This department focuses on developing and implementing investment strategies to optimize fund performance.

Investment Strategy

This department focuses on the financial oversight, administration, and analysis of investment funds and portfolios.

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Heritage Holdings

Org chart

Teams

Product Management Team

Advisory Services

Investment Team

Business Analysis

Investment Strategy

Fund Management

Offices

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Heritage Holdings

Org chart

Teams

Product Management Team

Advisory Services

Investment Team

Business Analysis

Investment Strategy

Fund Management

Offices

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