Heritage Capital Private Asset Management claims to be an asset management firm that assists clients with long-term financial strategies and investment services, including global equities, fixed income, and portfolio management. However, this entity has been flagged by numerous international financial regulators (including the FCA in the UK, FINMA in Switzerland, and CONSOB in Italy) for providing financial services without the required authorization. The UK's FCA has specifically identified it as a potential "clone firm," meaning it may be fraudulently using details of a legitimate, authorized firm to deceive investors.

Founded in

United States