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Global but Local with Clementina Baena

Meet Clementina Baena, Vice President of Heptagon Capital and part of Fund Operations Team.


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External Manager Platform

Heptagon takes a considered, proactive and global approach to sourcing and evaluating new investment opportunites in order to provide investors with leading edge investment solutions of the highest quality.

Through our extensive global network, Heptagon supports our clients with access to specialist managers across all asset classes and the liquidity spectrum.

Investment solutions include best-in-class managers specialising in an array of differentiated alternative products such as:

  • Hedge Funds
  • Private Debt
  • Private Equity
  • Real Estate

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Get the updates


EXPLORE OUR UCITS FUNDS

Heptagon’s UCITS funds include in-house funds and sub-advised funds managed by well-established third-party managers.

DISCRETIONARY PORTFOLIO MANAGEMENT

Heptagon is a trusted provider of wealth management solutions to international high net worth private clients and family offices, operating from our offices in Mayfair, London.

Our clients requirements are at the heart of everything we do, ensuring the advice, solutions and services we provide are always aligned to their specific needs and aspirations.

Our first priority is to work alongside our clients to gain a clear and detailed understanding of their unique circumstances including their family, business interests and financial objectives.

Based on that insight we can then create truly bespoke investment solutions that aim to meet their expectations and individual requirements.


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Founding Partners

Partners

Institutional Sales

Investment Team

Business Support


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[M19] Timeline

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August 2020

Heptagon reaches $10bn in assets under management and advice

November 2019

Heptagon reaches $15bn in total assets raised in Private Markets strategies on the External Manager Platform since launch in 2005

July 2019

Bars heptagon

Heptagon becomes a signatory of the UN Principles of Responsible Investment (UNPRI)

June 2018

Document Heptagon

Company reaches 30 employees

JUNE 2017

Arnaud Gandon

Heptagon Listed Private Assets Fund is launched by Arnaud Gandon, Heptagon’s CIO

December 2016

Heptagon reaches $10bn in total assets raised in Private Markets strategies on the External Manager Platform since launch in 2005

January 2016

Alex Gunz

Heptagon Future Trends Fund is launched by in-house Fund Manager Alex Gunz

August 2014

Christian Diebitsch

Heptagon European Focus Equity Fund is launched by in-house Fund Manager Christian Diebitsch

June 2014

Document Heptagon

Company reaches 25 employees and $8.4bn in assets under management and advice

June 2013

Document Heptagon

Opening of the Stockholm office

March 2013

Document Heptagon

Opening of the Malta office

May 2011

Document Heptagon

Opening of the Tel Aviv office

January 2008

Document Heptagon

Company reaches 15 employees and $2.6bn in assets under management and advice

July 2005

Heptagon Capital is founded in London by former Morgan Stanley directors, including Eran Ben-Zour, Tarek Mooro and Fredrik Plyhr.


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ESG

Heptagon Capital is an independent asset manager with a proven pedigree in long-term sustainable business management

We believe that sustainable investing can drive positive impacts for society and the environment, and hence we put an emphasis on transparency, with our active investment management culture built on ‘responsible investing’.

As such, we believe that environmental, social and governance (ESG) factors are also an important part of robust fundamental analysis, and that integrating them in the investment processes is paramount. Our responsible investing guidelines are based on this belief and on our firm’s commitment to provide the highest quality of active asset management, which defines both us and our clients.