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.*