A leading provider of investment solutions

Heptagon Capital provides asset management services and investment solutions to Institutional Investors, Family Offices and Ultra High Net Worth Individuals.

A leading provider of asset management services and investment solutions

to Institutional Investors, Family Offices and Ultra High Net Worth Individuals

2005

Year of Establishment

$15bn

Assets under Management and Advice

4

Office Locations

19

Different Nationalities

LATEST NEWS

Featured Insights09 February 2022

UCITS LAUNCH WEBCAST: QBLUE GLOBAL SUSTAINABLE LEADERS

In our latest webcast, Heptagon’s CEO Tarek Mooro, CIO Arnaud Gandon and Head of ESG Rupert Davies joined the Qblue Investment Team, including CEO Bjarne Graven Larsen a pioneer in the ESG space as the former CIO of ATP and Ontario Teachers’ Pension Plan. The webcast covered Qblue’s global, systematic, best in class, sustainable strategy and […]

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Featured Insights

Future Trends Blog
Featured Insights25 May 2022

Season 4, Post 21: On the road, part 2

Your author landed back from the US yesterday, having completed his 9-day cross-country tour, visiting 23 businesses over 6 different states. The early part of this week and the tail end of last were spent in California and Arizona, having previously toured the North East of the country. The sun may have shone (with temperatures […]

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Future Trends Blog
Featured Insights19 May 2022

Season 4, Post 20: On the road, part 1

On the Road, Jack Kerouac’s defining 1957 novel, charts the progress of its protagonist from coast to coast across the US. While not literally following in his footsteps, your author is currently on the road, in America for the first time since March 2020. Having landed in Boston on Sunday, he will be visiting six […]

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Future Trends Blog
Featured Insights12 May 2022

Season 4, Post 19: Sunshine in Munich

When your author was in Munich earlier this week, the temperature hit a high of 26 degrees Celsius. Although very warm for May, it seemed only appropriate, for he was visiting Intersolar, billed as “the world’s leading exhibition for the solar industry.” Some 1800 visitors descended on the city’s conference centre to learn about everything […]

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HEPTAGON SERVICES

Our services today feature highly differentiated investment strategies across a broad spectrum of asset classes and include UCITS Funds, an External Manager Platform, and Discretionary Portfolio Management

ucits funds

Includes in-house funds and sub-advised funds managed by well-established third-party managers

external manageR platform

Partnering with best in-class managers to provide investors with unique and innovative investment opportunities

Discretionary portfolio management

Fully discretionary managed portfolios, driven by client profile and governed by client mandate

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