Latest Heritage Holdings News & Updates

See the latest news and media coverage for Heritage Holdings. We track all announcements, press releases, and industry mentions in real time, all in one place.

Company icon
Heritage Holdings

Modern investment office for families and entrepreneurs

heritageholdings.com
Headquarters
London, United Kingdom
Company type
Private company
Number of employees
90–200

Last updated

Latest news about Heritage Holdings

In short: Heritage Holdings expanded its global team and footprint, opening a Milan office and appointing several key partners to lead its investment mission.

Company announcements

  • Heritage Holdings

    Heritage Holdings welcomes Giuseppe Pirrelli as Data Engineer

    He brings experience from leading UBS-Credit Suisse data integration. He is excited to build data infrastructure for modern investment office.

  • Heritage Holdings

    Heritage Holdings welcomes Nathan Beale as Chief Product Officer

    Nathan Beale joins from building software for asset managers and family offices. He will develop the product vision in London to advance Heritage's modern investment office mission.

  • Heritage Holdings

    Heritage Holdings announces Andrew Madigan as Head of Portfolio Construction

    Andrew brings almost two decades of experience from Morgan Stanley, Rothschild & Co., Investec, and Atlantic House Investments. He embodies the firm's long-term investing philosophy.

  • Heritage Holdings

    Heritage Holdings appoints Jim Barrett as Partner

    Jim Barrett joins from Julius Baer after 14 years, based in London. He highlights the evolving wealth management industry and Heritage's mission to blend institutional discipline with personalized service.

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Media coverage

  • Yahoo Finance

    Heritage Reports First Quarter 2026 Results

    Heritage Insurance Holdings, Inc. (NYSE: HRTG) ("Heritage" or the "Company"), a super-regional property and casualty insurance holding company, today reported first quarter of 2026 financial...

  • Yahoo Finance

    Zions Bancorporation Annual Meeting: Directors Elected, Say-on-Pay Passes, Heritage Proposal Fails

    Zions Bancorporation, N.A. (NASDAQ:ZION) held its 2026 Annual Meeting of Shareholders, where investo...

  • Morningstar

    Heritage Announces First Quarter 2026 Earnings Dates

    TAMPA, Fla., April 21, 2026 /PRNewswire/ -- Heritage Insurance Holdings, Inc. (NYSE: HRTG) ("Heritage" or the "Company"), a super-regional property and casualty insurance holding company...

  • Lawn & Landscape

    Heritage Landscape Supply acquires Fiore Nursery and Landscape Supply

    Founded in 1916 by Charles Fiore, Sr. and headquartered in the Chicago area, Fiore Nursery is owned and operated today by the Fiore family.

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