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Heritage is building the Modern Investment Office to serve prominent families globally. You will oversee client portfolios for European OCIO and advisory mandates, monitor asset allocation, fees and risk, and assess investment opportunities.
You will work with top talent from leading global institutions, enjoy high ownership in client outcomes, maintain a client-facing scope, and contribute to a diverse international culture within a collaborative, ambitious team.
Heritage is building the Modern Investment Office to serve prominent families globally. You will oversee client portfolios for European OCIO and advisory mandates, monitor asset allocation, fees and risk, and assess investment opportunities.
You will work with top talent from leading global institutions, enjoy high ownership in client outcomes, maintain a client-facing scope, and contribute to a diverse international culture within a collaborative, ambitious team.