Founded in Guernsey, Heritage Financial Services Group has established itself as a leading independent provider of specialized financial services. The company offers a comprehensive suite of solutions including fund administration, corporate services, trust management, and private wealth planning for a global client base of institutions, corporations, and high-net-worth individuals. In 2021, the entire Heritage Financial Services Group was acquired by Suntera Global, a multi-jurisdictional financial services provider, to expand Suntera's presence and service capabilities in the Channel Islands. Heritage continues to operate under its brand within the larger Suntera Global network.

Founded in

United States