Our Values

Originally designed to meet the specific needs of a family office, Heirloom’s values centre around ensuring the greatest alignment, security, transparency and investment excellence to meet our client’s needs.

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Alignment

  • Always act as a fiduciary
  • Profit driven by delivering client value, not by asset gathering

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Transparency

  • Full transparency of investments and operations
  • Promotion of investment education and understanding

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Investment Excellence

  • Proactive and nimble to take advantage of best opportunities
  • An environment of continuous learning, with long-term focus and emotional control

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Security

  • Risk management (both forward and backward-looking) integrated into all aspects of investment process
  • Institutional quality of infrastructure and service providers