Additionally, we offer ancillary services to complement our investment management capability

OCIO

INDIVIDUAL ADVISORY

SUB-ADVSIORY

SUMMARY
Heirloom acts as your in-house investment function, delivering on financial and non-financial goals. Bespoke advisory services according to a client’s needs. Typically an adjunct to our other services. Sub-advisory for investment management firms, from managing specific elements of a portfolio, to complete white-label solutions.
FEES Fees depend on size and complexity, but range from 0.5%-1% management fee and 5%-10% performance fee. Generally done on a fixed-fee retainer basis. Fees depend upon service and solution, but combine management and performance elements.
WORKS BEST FOR… Clients that want the excellence, customization, alignment and involvement of an in-house investment team with the economies of scale of a multi-family office.

Can supplement existing team where they lack specific asset class or geographic expertise.

Clients with investment capabilities, who need expert or supplementary advice in certain areas, e.g.

  • Acting on an Inv.
  • Committee
    Conducting portfolio reviews
  • Mentoring existing resources
  • Strategy formulation
  • Structuring
  • Manager evaluation / selection
  • Monitoring & reporting
Investment Management firms that wish to offer clients an alternative strategy, augment their current services, or that need supplemental resources in specific regions or asset classes.