OUR SERVICES

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

EXPLORE OUR UCITS FUNDS

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

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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

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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