Heritage Investment ICAV Corporate

We Offer a Wide Variety of Services

Corporate
Services

We have proudly served corporate clients and financial institutions in over 30 countries. We combine local and global insights with sector-specific knowledge and financial expertise. We believe that our tried-and-tested methods can provide what our corporate clients seek. Our clients are paramount to everything we do, from helping them achieve their goals to building long-term relationships based on trust and profitability.

Furthermore, we maintain close connections and established relationships with more than 100 fund managers. This allows us not only to access a wide range of funds and the most prominent investment vehicles the market has to offer but also to pass on the benefits of those relationships to you.

If we anticipate an issue or an opportunity, we communicate directly with you. If you need to make changes to your investment strategy, you can speak directly with us. At Heritage Investment ICAV, we are committed to providing personal service, active and responsive relationship management, and bespoke solutions that meet your needs, both now and in the future.

Why partner
with us

To help you stay a step ahead in investing, the Heritage Investment ICAV team provides a full range of tailor-made solutions, including minority equity, preference shares, subordinated debt, and more, designed to support your growth and strategic objectives. We approach our work with an optimistic and entrepreneurial mindset, committed to finding the best capital solutions for your needs.

Over the past several years, we have invested more than €3.5 billion in equity and subordinated debt products, both in Ireland and on the international stage.

Heritage Investment ICAV has the capability to seize a wide range of opportunities offered by our affiliates. These opportunities include access to Unicorn Initial Public Offerings, which are typically exclusive to select investment houses and their clients. We take pride in facilitating our corporate clients' investments in private companies, including notable names like Airbnb, Alibaba, Saudi Aramco, and many others. Our team of experts is dedicated to guiding you through every step of the process.

Heritage Investment ICAV

  • Access to opportunities that are not available to retail clients.
  • Discounted price points.
  • Attractive exit prices.
  • Dedicated Corporate Account Manager.
  • Direct phone line to your Corporate Account Manager.
  • Investment opportunities from a fully licensed and highly regulated full-service brokerage.
  • World-class service and support throughout your time with us.
  • Assistance and advice on offshore banking and strategies.
  • Access to a complete and direct line of institutional investment opportunities.
  • Regular portfolio reviews to protect your capital and maximise growth.

Here are top questions from investors like you.

READY TO START

The first step is a free consultation with one of our portfolio managers, and once you select a suitable investment, you will be assigned a client services representative. They have a duty of care to help you submit your ‘Account Opening Form’, which allows you to open an account with Heritage Investment ICAV. You can complete the application online, and after you will be sent relevant agreements and documents about your investment for you to verify and confirm. Every investment is transparent, and no question is too trivial. We insist that all clients of Heritage Investment ICAV make full use of their portfolio manager and client services representative.

To begin trading with Heritage Investment ICAV, we charge a 1% commission when you buy the investment and a 1% commission when you sell your position. There are no hidden charges or added extras.

Deciding how much to invest will depend on a few variables such as your liquidity, risk tolerance, and the capacity/allocation available for any particular recommendation. We set both minimum and maximum investment amounts in each offering to accommodate as many interested investors as possible.

WHAT WE OFFER

Our wide selection of investment products provides you with numerous choices in building a diversified portfolio to help reach your goals.

SECURITIES: STOCKS SECURITIES: ETFs FUTURES BONDS OPTIONS
1% Commission BUY
1% Commission SELL 		1% Commission BUY
1% Commission SELL 		1.75% Commission BUY
1.75% Commission SELL 		2% Commission BUY
2% COMMISSION SELL 		1.5% Commission BUY
1.5% Commission SELL
CDS UNBUNDLED CONTRACTS MARGIN ACCOUNTS IPOs MUTUAL FUNDS
2% Commission BUY
2% Commission SELL 		1% Commission BUY
1% Commission SELL
$1M+ minimum 		3% daily interest on $100K
Please contact Heritage Investment ICAV for rates above $100K 		Please contact Heritage Investment ICAV for rates Please contact Heritage Investment ICAV for rates


For rates on other investment products not listed here, please contact Heritage Investment ICAV.

We believe investing should be done on your terms. Take advantage of our extensive research, expert insights, and dedicated support to help you make informed and timely decisions about your investments so you'll have a plan that addresses your long and short-term goals.

Heritage Investment ICAV offers all their clients a free online account; it’s where you can track and monitor 24 hours a day, seven days a week.

HOW WE HELP

Risk is a part of life that none of us can altogether avoid. We can put measures to offset potential risks and protect customers from market downturns and other potentially harmful events.

It's essential to discuss the risks in your investment portfolio with your investment professional to ensure that you understand them and they are appropriate for your financial objectives.

At Heritage Investment ICAV, we have internal risk management tools in place to help guide our clients' investments as we continually assess risk to optimise returns and protect existing wealth.

Heritage Investment ICAV has just one goal, and it is of vital importance to us as a company and as individuals. At the core of everything we do, the goal is to provide you with a complete and profitable brokerage service from start to finish.

We take a modern approach to investing. We believe in asking questions, being engaged and taking ownership of your future. We measure ourselves not only by what we do but also by how we do it. Our decisions are based on building trust and seeing things through the eyes of our clients, allowing Heritage Investment ICAV to outperform the market with an average annual yield of 28% for the past five years.

Don’t just take our word for it.

At Heritage Investment ICAV, we believe in putting investors first. We believe everyone should have the opportunity to achieve excellent financial outcomes. We get to know you and your needs before we make investment recommendations. We offer guidance, insights and support no matter what type of account you have.

Most importantly, at Heritage Investment ICAV, we treat you like a person, not another client. We know that sometimes the service can feel mechanical and cold when working with a brokerage. We strive to ensure that our clients receive the personal touch they deserve.

IMPORTANT INFORMATION ABOUT OUR RELATIONSHIP WITH YOU

At Heritage Investment ICAV, we treat you with the respect you deserve. You will always have full contact details for the representative you are dealing with at all times.

No. There are no penalties to close your account as you are not fixed or tied into a contract with Heritage Investment ICAV.

Heritage Investment ICAV is an advisory brokerage firm. We do not handle our clients’ money. When you make a settlement, we will send your funds to a nominated transfer agent. Their role is to protect you during the transaction.

Due to the GDPR data protection regulations, we are legally obliged to keep all clients' information discreet. We will not pass on your information to any third party without your explicit consent.

If your situation changes, you should feel comfortable talking to your investment professional as it may impact your progress towards achieving your goals. Always feel free to confirm that all your personal information is updated regularly with your investment professional.

You can also ask your investment professional to develop a plan if you don't already have one that considers your situation.

Heritage Investment ICAV can help by reviewing your current holdings, objectives and risk tolerance by making specific investment recommendations when your situation or goals change.