The Heirloom Story
Built for a Canadian Family Office in 2009, Heirloom now offers its Alternative Investment expertise more broadly to help investors strengthen their portfolios.
2009
Geoff Dover builds Family Office for Canadian Field-Marsham family
2015
Heirloom spun-out to offer investment strategy to external investors
2016
Launched Alternative Investment Capability
2018
Awarded “Hedge Fund Manager of the Year” by MEA Markets
2019
Launched Co-Investment solutions Awarded “Hedge Fund Manager of the Year” by M&A Today.
2020
Launched Alternative Yield + Legal Lending Funds. Awarded “Best Boutique Investment Firm” by MEA Markets.
2021
Awarded “Hedge Fund Manager of the Year” by Global 100.
2021
Received Performance Awards from Preqin and Barclayhedge in August, October and November 2021.
2022
Received Performance Awards from Preqin and Barclayhedge in January and December 2022