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.

Heptagon Capital

A leading provider of asset management services and investment solutions.

2005

Year of Establishment

$12.89bn

Assets under Management and Advice

4

Office Locations

19

Different Nationalities

Featured Insights

View From the Top
Featured Insights01 June 2023

View From The Top: The waiting game

View from the very top: We may be due a pause. Equity markets have enjoyed a robust ride year-to-date, even when consensus opinion remains highly cautious. To ignore the known unknowns would be foolish. Uncertainty over the health of the economy and the direction of monetary policy remain top of mind. At the same time, […]

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In the News
Featured Insights30 May 2023

David Iben wins the 2023 Fund Manager Lifetime Achievement Award

A huge congratulations to David B. Iben, CFA on winning the 2023 Fund Manager Lifetime Achievement Award at the London Value Investor Conference. Dave is the Lead Portfolio Manager and CIO of Kopernik Global Investors, LLC and we are fortunate as a firm to have partnered with him for nearly 15 years!  To watch the […]

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Future Trends Blog
Featured Insights30 May 2023

Season 5, Post 21: My trip to the Golden Triangle

Just to be clear, your author is not just returned from backpacking in Southeast Asia. Rather less glamorously, he spent part of last week travelling between the UK towns of Milton Keynes and Northampton. Talk to anyone working in logistics and along with Daventry, these three locations comprise the country’s ‘golden triangle.’ Put another way, […]

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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