Principled Investing. Reliable Long-Term Solutions.

Senior Management

Heirloom’s senior management team is comprised of professionals with deep investment, operations, governance and compliance experience with major Canadian, UK and Swiss firms. Our operations and compliance team is based in Toronto, and our investment team is based in Dubai. Founder Geoff Dover splits his time between the two offices, personally leading the engagement with all Investment Advisory clients.

GEOFF DOVER, CFA

Founder & Chief Investment Officer

  • 15 years of investment management experience, including running a Canadian single family office
  • Previous experience with Birch Hill, Canada‚Äôs largest mid-market private equity firm, and DLJ, an investment
    bank acquired by Credit Suisse

OMAR FARUQUI, CFA

Portfolio Manager (UAE)

  • 11 years of investment management experience,
    including advising a Gulf-based family
  • 10 years as Portfolio Manager at Swiss asset
    management firm GAM and Investment Banker at
    Commerzbank

SCOTT FIELD-MARSHAM

Chief Risk Officer (Canada & Austria)

  • 26 years at Morgan Stanley, most recently as
    COO of Asia Equities and membership on 5
    company boards
  • Experience in Institutional Equities sales, trading,
    risk management and general management roles

RACHEL PETHER, CFA

Marketing & Client Relations (UAE)

  • 7 years of marketing and PR experience, including
    5 years of financial journalism with the BBC
  • 8 years of risk management experience at
    Mubadala, and currently an advisor to the
    Sovereign Wealth Fund Institute

DOUG SAWATZKY

Director Operations & Compliance (Canada)

  • Over 10 years of experience as a senior financial executive with MKS Inc.
  • 5 years of investment operations and compliance experience with a private Fund; membership on 3 private company boards.

LINA ZUBAITE, CFA

Middle & Back Office Manager (UK)

  • 10 years of experience in managing hedge fund operations.
  • Currently COO at Quay Partners, previously head of operations at Pivot Capital Management Ltd.