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

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

The Leadership Team at Heritage Holdings is responsible for setting the strategic direction and overseeing the operational execution of the firm's investment activities. Comprising the Chief Technology Officer and two Principals, the team focuses on identifying and partnering with high-potential alternative asset managers, ensuring alignment with the company's long-term investment philosophy and fostering a culture of innovation and excellence.

Leadership Team

The Legal and Compliance Team at Heritage Holdings is responsible for ensuring that the company adheres to all relevant laws and regulations while managing legal risks associated with investments. This team provides legal guidance on contractual agreements, compliance policies, and corporate governance, supporting the firm's long-term investment strategy with a focus on protecting the interests of the family and stakeholders.

Legal and Compliance Team

The Software Development Team at Heritage Holdings focuses on creating and maintaining innovative technology solutions that support the investment platform's operations. Comprising experienced senior software engineers, the team develops custom applications, enhances system integrations, and ensures the security and efficiency of data management processes, all aimed at optimizing the partnership with alternative asset managers.

Heritage Holdings

Org chart

Teams

Product Management Team

Investment Team

Leadership Team

Legal and Compliance Team

Software Development Team

Offices

Heritage Holdings

Org chart

Teams

Product Management Team

Investment Team

Leadership Team

Legal and Compliance Team

Software Development Team

Offices

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