2005
Year of Establishment
$15bn
Assets under Management and Advice
4
Office Locations
19
Different Nationalities
LATEST NEWS
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
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 […]
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 […]
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 […]
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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